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Simon Property Group
SPG

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
751
Bradley Foster & Sargent
Connecticut
$421K -$44.5K -268 -10%
MFIM
752
Mesirow Financial Investment Management
Illinois
$417K +$64K +385 +18%
NERM
753
New England Research & Management
Illinois
$416K – – –
FSA
754
Financial Sense Advisors
California
$415K – – –
MLL
755
Moody Lynn & Lieberson
Massachusetts
$415K – – –
WAC
756
William Allan Corp
Colorado
$414K +$71.4K +430 +21%
WG
757
Welch Group
Alabama
$414K – – –
AC
758
Avestar Capital
New York
$414K -$67.3K -405 -14%
SAM
759
Sompo Asset Management
Japan
$410K -$73.1K -440 -15%
LAM
760
L2 Asset Management
Massachusetts
$405K +$199K +1,196 +96%
UB
761
UMB Bank
Missouri
$402K +$5.32K +32 +1%
ORC
762
O'Rourke & Company
Massachusetts
$401K +$1.5K +9 +0.4%
WTB
763
Washington Trust Bank
Washington
$401K -$48.7K -293 -11%
SCP
764
Silverleafe Capital Partners
Tennessee
$399K – – –
OC
765
Opinicus Capital
Florida
$398K -$21.1K -127 -5%
AWA
766
Arkadios Wealth Advisors
Georgia
$397K +$397K +2,389 New
JSW
767
Journey Strategic Wealth
New Jersey
$397K +$6.98K +42 +2%
MCM
768
Manchester Capital Management
Vermont
$393K +$7.47K +45 +2%
NS
769
NBC Securities
Alabama
$390K +$390K +2,349 +234,900%
LFA
770
Legacy Financial Advisors
Kentucky
$388K -$31.9K -192 -8%
RA
771
Rational Advisors
New York
$387K +$387K +2,328 New
EFG
772
Embree Financial Group
Illinois
$386K +$4.65K +28 +1%
TAM
773
Titleist Asset Management
Texas
$386K -$1.66K -10 -0.4%
ANTB
774
AMG National Trust Bank
Colorado
$385K +$78.9K +475 +26%
AWM
775
Affinity Wealth Management
Delaware
$385K +$9.47K +57 +3%
29 30
31
32 33