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Simon Property Group

1,283 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 493 increasing their positions, 413 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$101M)

35% less call options, than puts

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

Holders
1,283
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
751
Brown, Lisle/Cummings
Rhode Island
$493K
DWP
752
Daymark Wealth Partners
Ohio
$492K
AIS
753
American Investment Services
Massachusetts
$492K
LIM
754
Longfellow Investment Management
Massachusetts
$490K
LCM
755
Lazari Capital Management
California
$488K
PAM
756
Paradigm Asset Management
New York
$488K
BCM
757
Bluefin Capital Management
New York
$481K
TCWA
758
Turtle Creek Wealth Advisors
Texas
$477K
SCM
759
Schnieders Capital Management
California
$477K
CAMG
760
CWA Asset Management Group
Florida
$477K
OWA
761
Octavia Wealth Advisors
Ohio
$473K
LS
762
Livforsakringsbolaget Skandia
Sweden
$473K
GFP
763
Gryphon Financial Partners
Ohio
$472K
API
764
Asset Planning Inc
California
$469K
MAM
765
Martingale Asset Management
Massachusetts
$469K
MLL
766
Moody Lynn & Lieberson
Massachusetts
$468K
EWA
767
EP Wealth Advisors
California
$467K
MF
768
Manchester Financial
California
$465K
RPC
769
Rossmore Private Capital
Connecticut
$463K
FSA
770
Financial Sense Advisors
California
$463K
SIA
771
Sage Investment Advisers
New York
$462K
FCP
772
Fidelis Capital Partners
Florida
$461K
LAIC
773
Lederer & Associates Investment Counsel
California
$460K
AAS
774
Ameritas Advisory Services
Nebraska
$454K
SWP
775
Stratos Wealth Partners
Ohio
$451K