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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
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
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
776
Kaizen Financial Strategies
California
$414K
PI
777
PFG Investments
New York
$412K
NCM
778
Novare Capital Management
North Carolina
$410K
SAG
779
SageView Advisory Group
California
$410K
SW
780
SVB Wealth
Massachusetts
$409K
RFC
781
Regions Financial Corp
Alabama
$408K
HCM
782
Howard Capital Management
Georgia
$408K
BFA
783
Bragg Financial Advisors
North Carolina
$407K
MWM
784
Modera Wealth Management
New Jersey
$407K
GS
785
GTS Securities
New York
$405K
UB
786
UMB Bank
Missouri
$404K
PCS
787
Personal CFO Solutions
New Jersey
$402K
CRWM
788
Castle Rock Wealth Management
California
$400K
GFP
789
Gryphon Financial Partners
Ohio
$400K
Two Sigma Advisers
790
Two Sigma Advisers
New York
$394K
GCM
791
Greenland Capital Management
New York
$394K
LI
792
LRI Investments
Florida
$392K
AFP
793
Ausdal Financial Partners
Iowa
$392K
CI
794
Conning Inc
Connecticut
$392K
BWP
795
BSW Wealth Partners
Colorado
$392K
SIC
796
Samalin Investment Counsel
New York
$391K
WB
797
WesBanco Bank
West Virginia
$390K
GRP
798
Global Retirement Partners
California
$389K
ORC
799
O'Rourke & Company
Massachusetts
$388K
ACA
800
Aptus Capital Advisors
Alabama
$388K