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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
776
Carmel Capital Partners
California
$440K
AWM
777
Affinity Wealth Management
Delaware
$439K
RSWM
778
Robertson Stephens Wealth Management
California
$439K
LFG
779
Larson Financial Group
Missouri
$438K
GVAG
780
Great Valley Advisor Group
Delaware
$437K
PFC
781
Phocas Financial Corp
California
$436K
BFA
782
Bragg Financial Advisors
North Carolina
$435K
TAM
783
Titleist Asset Management
Texas
$433K
GFA
784
Gallagher Fiduciary Advisors
Illinois
$433K
GIA
785
Gateway Investment Advisers
Ohio
$430K
KFA
786
Krane Funds Advisors
New York
$429K
RWA
787
Redhawk Wealth Advisors
Minnesota
$427K
CPIG
788
Chicago Partners Investment Group
Illinois
$424K
PI
789
PFG Investments
New York
$424K
SW
790
Simplicity Wealth
New Jersey
$422K
PWPS
791
Pinnacle Wealth Planning Services
Ohio
$417K
PA
792
Promethium Advisors
Maryland
$415K
WSFS
793
Wilmington Savings Fund Society
Delaware
$413K
SWA
794
Stratos Wealth Advisors
Ohio
$410K
WANY
795
Wealthspire Advisors (New York)
New York
$409K
PA
796
Procyon Advisors
Connecticut
$405K
HCM
797
Howard Capital Management
Georgia
$405K
VSQM
798
V-Square Quantitative Management
Illinois
$402K
MWM
799
Modera Wealth Management
New Jersey
$401K
OC
800
Opinicus Capital
Florida
$401K