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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
751
Longfellow Investment Management
Massachusetts
$440K +$463K +2,648 New
BLC
752
Brown, Lisle/Cummings
Rhode Island
$436K
FC
753
Fulcrum Capital
Washington
$433K +$63.1K +361 +16%
SQA
754
Simon Quick Advisors
New Jersey
$431K +$88.1K +504 +24%
RSWM
755
Robertson Stephens Wealth Management
California
$429K -$37.8K -216 -8%
NP
756
Nilsine Partners
Colorado
$426K -$25.2K -144 -5%
JFG
757
JDM Financial Group
Texas
$426K +$1.4K +8 +0.3%
LS
758
Livforsakringsbolaget Skandia
Sweden
$424K -$69.9K -400 -14%
OWA
759
Octavia Wealth Advisors
Ohio
$424K +$3.5K +20 +0.8%
PCS
760
Personal CFO Solutions
New Jersey
$423K +$5.24K +30 +1%
API
761
Asset Planning Inc
California
$421K
BFS
762
Bradley Foster & Sargent
Connecticut
$421K -$46.8K -268 -10%
MFIM
763
Mesirow Financial Investment Management
Illinois
$417K +$67.3K +385 +18%
NERM
764
New England Research & Management
Illinois
$416K
FSA
765
Financial Sense Advisors
California
$415K
MLL
766
Moody Lynn & Lieberson
Massachusetts
$415K
WAC
767
William Allan Corp
Colorado
$414K +$75.2K +430 +21%
WG
768
Welch Group
Alabama
$414K
AC
769
Avestar Capital
New York
$414K -$70.8K -405 -14%
SAM
770
Sompo Asset Management
Japan
$410K -$76.9K -440 -15%
LAM
771
L2 Asset Management
Massachusetts
$405K +$209K +1,196 +96%
UB
772
UMB Bank
Missouri
$402K +$5.59K +32 +1%
ORC
773
O'Rourke & Company
Massachusetts
$401K +$1.57K +9 +0.4%
WTB
774
Washington Trust Bank
Washington
$401K -$51.2K -293 -11%
SCP
775
Silverleafe Capital Partners
Tennessee
$399K

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.