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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
726
MFA Wealth Advisors
Pennsylvania
$536K
AWM
727
Adams Wealth Management
Utah
$531K -$22.2K -122 -4%
MCA
728
Magnolia Capital Advisors
Mississippi
$524K +$514K +2,828 New
MJRIC
729
Mogy Joel R Investment Counsel
California
$523K
NP
730
Nilsine Partners
Colorado
$523K +$40.7K +224 +9%
SAI
731
Savvy Advisors Inc
New York
$522K +$247K +1,359 +93%
EW
732
Element Wealth
Mississippi
$519K +$3.63K +20 +0.7%
PFPG
733
Pinnacle Financial Partners (Georgia)
Georgia
$518K +$507K +2,792 New
IA
734
IFP Advisors
Florida
$517K -$74.5K -410 -13%
PF
735
Phoenix Financial
Israel
$516K +$507K +2,792 New
FISPB
736
Fideuram - Intesa Sanpaolo Private Banking
$516K +$506K +2,785 New
TC
737
TownSquare Capital
Utah
$515K +$64.7K +356 +15%
LWA
738
Lantern Wealth Advisors
New York
$514K
GL
739
GHE LLC
Tennessee
$510K +$501K +2,756 New
WAC
740
William Allan Corp
Colorado
$510K +$1.82K +10 +0.4%
SA
741
Strategic Advocates
Utah
$510K -$39.8K -219 -7%
WFC
742
Western Financial Corp
California
$509K +$12.7K +70 +3%
IAIM
743
International Assets Investment Management
Florida
$508K -$17.3K -95 -3%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$505K +$90.7K +499 +22%
JSW
745
Journey Strategic Wealth
New Jersey
$503K -$13.8K -76 -3%
GCM
746
Gables Capital Management
Florida
$503K -$4.54K -25 -0.9%
AG
747
Ascent Group
Virginia
$502K +$48.5K +267 +11%
SI
748
Stephens Inc
Arkansas
$501K -$29.2K -161 -6%
WAP
749
Wealthcare Advisory Partners
Pennsylvania
$500K +$7.45K +41 +2%
OGC
750
Oak Grove Capital
New Hampshire
$500K