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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
751
Fisher Asset Management
Washington
$496K +$83.4K +459 +21%
BLC
752
Brown, Lisle/Cummings
Rhode Island
$493K +$23.6K +130 +5%
DWP
753
Daymark Wealth Partners
Ohio
$492K +$9.81K +54 +2%
AIS
754
American Investment Services
Massachusetts
$492K
LIM
755
Longfellow Investment Management
Massachusetts
$490K
LCM
756
Lazari Capital Management
California
$488K -$19.8K -109 -4%
PAM
757
Paradigm Asset Management
New York
$488K -$18.2K -100 -4%
BCM
758
Bluefin Capital Management
New York
$481K +$472K +2,600 New
TCWA
759
Turtle Creek Wealth Advisors
Texas
$477K +$59.2K +326 +14%
SCM
760
Schnieders Capital Management
California
$477K
CAMG
761
CWA Asset Management Group
Florida
$477K +$58.7K +323 +14%
OWA
762
Octavia Wealth Advisors
Ohio
$473K -$6K -33 -1%
LS
763
Livforsakringsbolaget Skandia
Sweden
$473K
GFP
764
Gryphon Financial Partners
Ohio
$472K +$75.9K +418 +20%
API
765
Asset Planning Inc
California
$469K
MAM
766
Martingale Asset Management
Massachusetts
$469K +$461K +2,535 New
MLL
767
Moody Lynn & Lieberson
Massachusetts
$468K +$182 +1 +0%
EWA
768
EP Wealth Advisors
California
$467K +$458K +2,520 New
MF
769
Manchester Financial
California
$465K
FSA
770
Financial Sense Advisors
California
$463K
RPC
771
Rossmore Private Capital
Connecticut
$463K
SIA
772
Sage Investment Advisers
New York
$462K +$453K +2,495 New
FCP
773
Fidelis Capital Partners
Florida
$461K +$26.3K +145 +6%
LAIC
774
Lederer & Associates Investment Counsel
California
$460K -$9.45K -52 -2%
AAS
775
Ameritas Advisory Services
Nebraska
$454K +$376K +2,068 +537%