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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
751
Blueshift Asset Management
New Jersey
$455K +$447K +2,828 New
MJRIC
752
Mogy Joel R Investment Counsel
California
$454K
SW
753
SVB Wealth
Massachusetts
$454K +$446K +2,823 New
JSW
754
Journey Strategic Wealth
New Jersey
$453K +$67.6K +428 +18%
TWC
755
TD Waterhouse Canada
Ontario, Canada
$453K -$2.77M -17,515 -86%
WAP
756
Wealthcare Advisory Partners
Pennsylvania
$451K +$443K +2,805 New
MCA
757
Magnolia Capital Advisors
Mississippi
$450K +$632 +4 +0.1%
SW
758
SteelPeak Wealth
California
$447K -$914K -5,787 -68%
LWA
759
Lantern Wealth Advisors
New York
$446K +$438K +2,775 New
EW
760
Element Wealth
Mississippi
$444K -$118K -745 -21%
OIA
761
Optimum Investment Advisors
Illinois
$442K -$4.74K -30 -1%
LCM
762
Lazari Capital Management
California
$441K -$3.16K -20 -0.7%
Capstone Investment Advisors
763
Capstone Investment Advisors
New York
$440K -$69.5K -440 -14%
PAM
764
Paradigm Asset Management
New York
$440K +$174K +1,100 +67%
OGC
765
Oak Grove Capital
New Hampshire
$434K
FC
766
Fulcrum Capital
Washington
$433K +$13.4K +85 +3%
BFS
767
Bradley Foster & Sargent
Connecticut
$430K +$22.1K +140 +6%
WAC
768
William Allan Corp
Colorado
$429K +$27.6K +175 +7%
SCM
769
Schnieders Capital Management
California
$427K
LIM
770
Longfellow Investment Management
Massachusetts
$426K
BLC
771
Brown, Lisle/Cummings
Rhode Island
$422K
VIM
772
VELA Investment Management
Ohio
$420K +$147K +931 +55%
RSWM
773
Robertson Stephens Wealth Management
California
$420K +$4.42K +28 +1%
PFC
774
Phocas Financial Corp
California
$419K -$6.79K -43 -2%
EWA
775
EverSource Wealth Advisors
Alabama
$418K +$101K +637 +33%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.