SPG icon

Simon Property Group

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
726
Arete Wealth Advisors
Illinois
$474K -$1.33K -8 -0.3%
LAIC
727
Lederer & Associates Investment Counsel
California
$473K -$8.81K -53 -2%
MJRIC
728
Mogy Joel R Investment Counsel
California
$469K
WA
729
WealthTrust Axiom
Pennsylvania
$465K +$133K +800 +40%
MCA
730
Magnolia Capital Advisors
Mississippi
$464K -$997 -6 -0.2%
OIA
731
Optimum Investment Advisors
Illinois
$462K
LCM
732
Lazari Capital Management
California
$459K -$32.9K -198 -7%
GJIA
733
Glass Jacobson Investment Advisors
Maryland
$455K
SA
734
Strategic Advocates
Utah
$450K -$5.48K -33 -1%
SIA
735
Schechter Investment Advisors
Michigan
$450K -$182K -1,097 -29%
OGC
736
Oak Grove Capital
New Hampshire
$448K -$149K -900 -25%
AW
737
Alteri Wealth
California
$441K +$76.6K +461 +21%
SCM
738
Schnieders Capital Management
California
$441K
PFC
739
Phocas Financial Corp
California
$440K -$9.47K -57 -2%
LIM
740
Longfellow Investment Management
Massachusetts
$440K +$440K +2,648 New
BLC
741
Brown, Lisle/Cummings
Rhode Island
$436K
FC
742
Fulcrum Capital
Washington
$433K +$60K +361 +16%
SQA
743
Simon Quick Advisors
New Jersey
$431K +$83.7K +504 +24%
RSWM
744
Robertson Stephens Wealth Management
California
$429K -$35.9K -216 -8%
NP
745
Nilsine Partners
Colorado
$426K -$23.9K -144 -5%
JFG
746
JDM Financial Group
Texas
$426K +$1.33K +8 +0.3%
LS
747
Livforsakringsbolaget Skandia
Sweden
$424K -$66.4K -400 -14%
OWA
748
Octavia Wealth Advisors
Ohio
$424K +$3.32K +20 +0.8%
PCS
749
Personal CFO Solutions
New Jersey
$423K +$4.98K +30 +1%
API
750
Asset Planning Inc
California
$421K