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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
776
Opinicus Capital
Florida
$398K -$22.2K -127 -5%
AWA
777
Arkadios Wealth Advisors
Georgia
$397K +$418K +2,389 New
JSW
778
Journey Strategic Wealth
New Jersey
$397K +$7.34K +42 +2%
MCM
779
Manchester Capital Management
Vermont
$393K +$7.87K +45 +2%
NS
780
NBC Securities
Alabama
$390K +$411K +2,349 +234,900%
APW
781
Aventura Private Wealth
Florida
$390K +$399K +2,282 +3,511%
LFA
782
Legacy Financial Advisors
Kentucky
$388K -$33.6K -192 -8%
RA
783
Rational Advisors
New York
$387K +$407K +2,328 New
EFG
784
Embree Financial Group
Illinois
$386K +$4.89K +28 +1%
TAM
785
Titleist Asset Management
Texas
$386K -$1.75K -10 -0.4%
ANTB
786
AMG National Trust Bank
Colorado
$385K +$83K +475 +26%
AWM
787
Affinity Wealth Management
Delaware
$385K +$9.96K +57 +3%
RCAG
788
Rehmann Capital Advisory Group
Michigan
$385K +$36.4K +208 +10%
MWM
789
Modera Wealth Management
New Jersey
$384K +$120K +689 +43%
VSQM
790
V-Square Quantitative Management
Illinois
$381K -$4.2K -24 -1%
MA
791
Mutual Advisors
Nebraska
$380K -$63.1K -361 -13%
LAM
792
LECAP Asset Management
United Kingdom
$378K +$397K +2,273 New
WKWM
793
Walter & Keenan Wealth Management
Indiana
$377K +$13.8K +79 +4%
LI
794
LRI Investments
Florida
$376K +$1.57K +9 +0.4%
BIG
795
Brooklyn Investment Group
New York
$374K +$15.4K +88 +4%
BC
796
Burney Company
Virginia
$374K
MGP
797
M&G plc
United Kingdom
$374K +$393K +2,250 New
PA
798
Promethium Advisors
Maryland
$373K -$1.37M -7,824 -78%
RWA
799
Redhawk Wealth Advisors
Minnesota
$369K +$4.89K +28 +1%
RCA
800
Resonant Capital Advisors
Wisconsin
$365K -$7.17K -41 -2%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.