We are live on ! Find out more
SPG icon

Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
776
Personal CFO Solutions
New Jersey
$417K +$7.9K +50 +2%
AWM
777
AE Wealth Management
Kansas
$414K +$186K +1,180 +85%
OWA
778
Octavia Wealth Advisors
Ohio
$414K +$3.16K +20 +0.8%
LS
779
Livforsakringsbolaget Skandia
Sweden
$410K
RA
780
Rational Advisors
New York
$410K +$34.9K +221 +9%
API
781
Asset Planning Inc
California
$408K
MLL
782
Moody Lynn & Lieberson
Massachusetts
$406K +$4.11K +26 +1%
LAIC
783
Lederer & Associates Investment Counsel
California
$406K -$50.7K -321 -11%
WFC
784
Western Financial Corp
California
$406K -$1.43M -9,079 -78%
PA
785
PharVision Advisers
Florida
$403K +$145K +919 +58%
RPC
786
Rossmore Private Capital
Connecticut
$402K -$94.8K -600 -19%
FSA
787
Financial Sense Advisors
California
$402K
PI
788
PFG Investments
New York
$401K -$77.1K -488 -16%
FC
789
FORA Capital
Florida
$399K +$392K +2,483 New
MWM
790
Modera Wealth Management
New Jersey
$398K +$26.5K +168 +7%
SAM
791
Sompo Asset Management
Japan
$397K
AG
792
Ascent Group
Virginia
$397K -$135K -855 -26%
DWP
793
Daymark Wealth Partners
Ohio
$395K +$389K +2,459 New
NP
794
Nilsine Partners
Colorado
$392K -$20.4K -129 -5%
TC
795
TwinBeech Capital
New York
$392K +$385K +2,438 New
SAM
796
Smartleaf Asset Management
Massachusetts
$389K -$101K -638 -21%
OC
797
Opinicus Capital
Florida
$389K +$4.11K +26 +1%
SBFM
798
S-Bank Fund Management
Finland
$386K -$127K -802 -25%
BI
799
Bramshill Investments
Florida
$386K -$796K -5,039 -68%
SCP
800
Silverleafe Capital Partners
Tennessee
$386K

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.