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Simon Property Group

1,197 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 498 increasing their positions, 394 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

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)

1% less capital invested

Capital invested by funds: $47.4B → $46.7B (-$657M)

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
751
Magnolia Capital Advisors
Mississippi
$450K
SW
752
SteelPeak Wealth
California
$447K
LWA
753
Lantern Wealth Advisors
New York
$446K
EW
754
Element Wealth
Mississippi
$444K
OIA
755
Optimum Investment Advisors
Illinois
$442K
LCM
756
Lazari Capital Management
California
$441K
Capstone Investment Advisors
757
Capstone Investment Advisors
New York
$440K
PAM
758
Paradigm Asset Management
New York
$440K
OGC
759
Oak Grove Capital
New Hampshire
$434K
FC
760
Fulcrum Capital
Washington
$433K
BFS
761
Bradley Foster & Sargent
Connecticut
$430K
WAC
762
William Allan Corp
Colorado
$429K
SCM
763
Schnieders Capital Management
California
$427K
LIM
764
Longfellow Investment Management
Massachusetts
$426K
BLC
765
Brown, Lisle/Cummings
Rhode Island
$422K
VIM
766
VELA Investment Management
Ohio
$420K
RSWM
767
Robertson Stephens Wealth Management
California
$420K
PFC
768
Phocas Financial Corp
California
$419K
EWA
769
EverSource Wealth Advisors
Alabama
$418K
PCS
770
Personal CFO Solutions
New Jersey
$417K
AWM
771
AE Wealth Management
Kansas
$414K
OWA
772
Octavia Wealth Advisors
Ohio
$414K
LS
773
Livforsakringsbolaget Skandia
Sweden
$410K
RA
774
Rational Advisors
New York
$410K
API
775
Asset Planning Inc
California
$408K