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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
751
Bramshill Investments
Florida
$450K
RSWM
752
Robertson Stephens Wealth Management
California
$447K
CCP
753
Carmel Capital Partners
California
$446K
PFC
754
Phocas Financial Corp
California
$446K
SBFM
755
S-Bank Fund Management
Finland
$445K
AWM
756
Affinity Wealth Management
Delaware
$445K
EFG
757
Embree Financial Group
Illinois
$443K
Vontobel Holding
758
Vontobel Holding
Switzerland
$443K
MCM
759
Manchester Capital Management
Vermont
$441K
FCP
760
Fidelis Capital Partners
Florida
$440K
TAM
761
Titleist Asset Management
Texas
$438K
GFA
762
Gallagher Fiduciary Advisors
Illinois
$437K
GVAG
763
Great Valley Advisor Group
Delaware
$433K
WSFS
764
Wilmington Savings Fund Society
Delaware
$428K
MCM
765
Monument Capital Management
Virginia
$428K
RWA
766
Redhawk Wealth Advisors
Minnesota
$428K
A
767
AlphaQuest
New York
$426K
CPIG
768
Chicago Partners Investment Group
Illinois
$423K
TCWA
769
Turtle Creek Wealth Advisors
Texas
$423K
CAMG
770
CWA Asset Management Group
Florida
$423K
PWPS
771
Pinnacle Wealth Planning Services
Ohio
$422K
PA
772
Promethium Advisors
Maryland
$421K
RCAG
773
Rehmann Capital Advisory Group
Michigan
$418K
Fisher Asset Management
774
Fisher Asset Management
Washington
$417K
SWA
775
Stratos Wealth Advisors
Ohio
$416K