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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
751
Turtle Creek Wealth Advisors
Texas
$477K
SCM
752
Schnieders Capital Management
California
$477K
CAMG
753
CWA Asset Management Group
Florida
$477K
OWA
754
Octavia Wealth Advisors
Ohio
$473K
LS
755
Livforsakringsbolaget Skandia
Sweden
$473K
GFP
756
Gryphon Financial Partners
Ohio
$472K
API
757
Asset Planning Inc
California
$469K
MAM
758
Martingale Asset Management
Massachusetts
$469K
MLL
759
Moody Lynn & Lieberson
Massachusetts
$468K
EWA
760
EP Wealth Advisors
California
$467K
MF
761
Manchester Financial
California
$465K
FSA
762
Financial Sense Advisors
California
$463K
RPC
763
Rossmore Private Capital
Connecticut
$463K
SIA
764
Sage Investment Advisers
New York
$462K
FCP
765
Fidelis Capital Partners
Florida
$461K
LAIC
766
Lederer & Associates Investment Counsel
California
$460K
AAS
767
Ameritas Advisory Services
Nebraska
$454K
SWP
768
Stratos Wealth Partners
Ohio
$451K
KA
769
Kovack Advisors
Florida
$450K
EFG
770
Embree Financial Group
Illinois
$447K
MCM
771
Manchester Capital Management
Vermont
$446K
WB
772
WesBanco Bank
West Virginia
$446K
TIAA Trust, National Association
773
TIAA Trust, National Association
North Carolina
$444K
SCP
774
Silverleafe Capital Partners
Tennessee
$444K
BI
775
Bramshill Investments
Florida
$444K