We are live on ! Find out more
SPG icon

Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

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

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
776
Stratos Wealth Partners
Ohio
$451K +$1.82K +10 +0.4%
KA
777
Kovack Advisors
Florida
$450K +$129K +712 +41%
EFG
778
Embree Financial Group
Illinois
$447K +$10.2K +56 +2%
MCM
779
Manchester Capital Management
Vermont
$446K +$11.1K +61 +3%
WB
780
WesBanco Bank
West Virginia
$446K +$60.9K +335 +16%
TIAA Trust, National Association
781
TIAA Trust, National Association
North Carolina
$444K +$114K +627 +35%
BI
782
Bramshill Investments
Florida
$444K
SCP
783
Silverleafe Capital Partners
Tennessee
$444K
CCP
784
Carmel Capital Partners
California
$440K
AWM
785
Affinity Wealth Management
Delaware
$439K
RSWM
786
Robertson Stephens Wealth Management
California
$439K -$2.18K -12 -0.5%
LFG
787
Larson Financial Group
Missouri
$438K -$643K -3,542 -60%
GVAG
788
Great Valley Advisor Group
Delaware
$437K +$9.45K +52 +2%
PFC
789
Phocas Financial Corp
California
$436K -$3.81K -21 -0.9%
BFA
790
Bragg Financial Advisors
North Carolina
$435K +$33.2K +183 +8%
TAM
791
Titleist Asset Management
Texas
$433K +$727 +4 +0.2%
GFA
792
Gallagher Fiduciary Advisors
Illinois
$433K +$1.09K +6 +0.3%
GIA
793
Gateway Investment Advisers
Ohio
$430K +$49.1K +270 +13%
KFA
794
Krane Funds Advisors
New York
$429K -$46.3K -255 -10%
RWA
795
Redhawk Wealth Advisors
Minnesota
$427K +$4.91K +27 +1%
CPIG
796
Chicago Partners Investment Group
Illinois
$424K -$17.6K -97 -4%
PI
797
PFG Investments
New York
$424K +$17.1K +94 +4%
SW
798
Simplicity Wealth
New Jersey
$422K +$85.6K +471 +26%
PWPS
799
Pinnacle Wealth Planning Services
Ohio
$417K +$1.09K +6 +0.3%
PA
800
Promethium Advisors
Maryland
$415K