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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 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 (-$161M)

35% less call options, than puts

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

Holders
1,272
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
LCM
751
Lazari Capital Management
California
$488K
PAM
752
Paradigm Asset Management
New York
$488K
TCWA
753
Turtle Creek Wealth Advisors
Texas
$477K
SCM
754
Schnieders Capital Management
California
$477K
CAMG
755
CWA Asset Management Group
Florida
$477K
OWA
756
Octavia Wealth Advisors
Ohio
$473K
LS
757
Livforsakringsbolaget Skandia
Sweden
$473K
GFP
758
Gryphon Financial Partners
Ohio
$472K
API
759
Asset Planning Inc
California
$469K
MAM
760
Martingale Asset Management
Massachusetts
$469K
MLL
761
Moody Lynn & Lieberson
Massachusetts
$468K
EWA
762
EP Wealth Advisors
California
$467K
MF
763
Manchester Financial
California
$465K
FSA
764
Financial Sense Advisors
California
$463K
RPC
765
Rossmore Private Capital
Connecticut
$463K
SIA
766
Sage Investment Advisers
New York
$462K
FCP
767
Fidelis Capital Partners
Florida
$461K
LAIC
768
Lederer & Associates Investment Counsel
California
$460K
AAS
769
Ameritas Advisory Services
Nebraska
$454K
SWP
770
Stratos Wealth Partners
Ohio
$451K
KA
771
Kovack Advisors
Florida
$450K
EFG
772
Embree Financial Group
Illinois
$447K
MCM
773
Manchester Capital Management
Vermont
$446K
WB
774
WesBanco Bank
West Virginia
$446K
TIAA Trust, National Association
775
TIAA Trust, National Association
North Carolina
$444K