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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
–
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
776
Rehmann Capital Advisory Group
Michigan
$385K +$34.6K +208 +10%
MWM
777
Modera Wealth Management
New Jersey
$384K +$114K +689 +43%
VSQM
778
V-Square Quantitative Management
Illinois
$381K -$3.99K -24 -1%
MA
779
Mutual Advisors
Nebraska
$380K -$56.6K -361 -13%
LAM
780
LECAP Asset Management
United Kingdom
$378K +$378K +2,273 New
WKWM
781
Walter & Keenan Wealth Management
Indiana
$377K +$13.1K +79 +4%
LI
782
LRI Investments
Florida
$376K +$1.5K +9 +0.4%
BIG
783
Brooklyn Investment Group
New York
$374K +$14.6K +88 +4%
BC
784
Burney Company
Virginia
$374K – – –
MGP
785
M&G plc
United Kingdom
$374K +$374K +2,250 New
PA
786
Promethium Advisors
Maryland
$373K -$1.3M -7,824 -78%
RWA
787
Redhawk Wealth Advisors
Minnesota
$369K +$4.65K +28 +1%
RCA
788
Resonant Capital Advisors
Wisconsin
$365K -$6.81K -41 -2%
FIM
789
Freedom Investment Management
Connecticut
$361K +$13K +78 +4%
CI
790
Conning Inc
Connecticut
$361K -$2.99K -18 -0.8%
RFC
791
Regions Financial Corp
Alabama
$359K +$3.49K +21 +1%
NCM
792
Novare Capital Management
North Carolina
$357K – – –
KFS
793
Kaizen Financial Strategies
California
$357K +$4.48K +27 +1%
RFA
794
Resurgent Financial Advisors
Georgia
$351K -$43.7K -263 -11%
SWA
795
Stratos Wealth Advisors
Ohio
$346K -$3.82K -23 -1%
JFG
796
Jefferies Financial Group
New York
$346K -$30.7K -185 -8%
GIA
797
Gateway Investment Advisers
Ohio
$343K +$28.6K +172 +9%
SFC
798
Strategic Financial Concepts
Texas
$343K -$117K -702 -25%
BA
799
Bridgewater Associates
Connecticut
$342K +$146K +880 +75%
SWM
800
Spire Wealth Management
Virginia
$342K -$234K -1,408 -41%
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