SPG icon

Simon Property Group

1,184 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 104 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

0.48% less ownership

Funds ownership: 89.02%88.54% (-0.48%)

1% less funds holding

Funds holding: 1,1951,184 (-11)

Holders
1,184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
OL
801
Optas LLC
Texas
$363K
SB
802
Strategic Blueprint
Georgia
$360K
FB
803
Fulton Bank
Pennsylvania
$359K
CTC
804
Cetera Trust Company
Minnesota
$359K
FB
805
First Bancorp
Maine
$352K
NAM
806
NorthCrest Asset Manangement
Minnesota
$348K
IB
807
Intrust Bank
Kansas
$348K
EWP
808
Elevation Wealth Partners
California
$347K
RPWA
809
Regent Peak Wealth Advisors
Georgia
$343K
FT
810
Fiduciary Trust
Massachusetts
$341K
AWE
811
Avidian Wealth Enterprises
Texas
$341K
SW
812
Simplicity Wealth
New Jersey
$339K
QWP
813
Quotient Wealth Partners
Texas
$339K
PCM
814
Penserra Capital Management
California
$336K
BFS
815
Bard Financial Services
Connecticut
$336K
FSA
816
Fort Sheridan Advisors
Illinois
$336K
MFIM
817
Mesirow Financial Investment Management
Illinois
$335K
PCM
818
Piedmont Capital Management
Montana
$333K
WPP
819
Whalerock Point Partners
Rhode Island
$333K
TIAA Trust, National Association
820
TIAA Trust, National Association
North Carolina
$333K
ICP
821
Interchange Capital Partners
Pennsylvania
$331K
BBHC
822
Brown Brothers Harriman & Co
New York
$329K
CWM
823
Cabot Wealth Management
Massachusetts
$327K
NS
824
NBC Securities
Alabama
$327K
CAS
825
Coppell Advisory Solutions
Texas
$327K