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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
801
Freedom Investment Management
Connecticut
$361K +$13.6K +78 +4%
CI
802
Conning Inc
Connecticut
$361K -$3.15K -18 -0.8%
RFC
803
Regions Financial Corp
Alabama
$359K +$3.67K +21 +1%
NCM
804
Novare Capital Management
North Carolina
$357K
KFS
805
Kaizen Financial Strategies
California
$357K +$4.72K +27 +1%
RFA
806
Resurgent Financial Advisors
Georgia
$351K -$46K -263 -11%
SWA
807
Stratos Wealth Advisors
Ohio
$346K -$4.02K -23 -1%
JFG
808
Jefferies Financial Group
New York
$346K -$32.3K -185 -8%
GIA
809
Gateway Investment Advisers
Ohio
$343K +$30.1K +172 +9%
SFC
810
Strategic Financial Concepts
Texas
$343K -$123K -702 -25%
BA
811
Bridgewater Associates
Connecticut
$342K +$154K +880 +75%
SWM
812
Spire Wealth Management
Virginia
$342K -$246K -1,408 -41%
RT
813
Rockland Trust
Massachusetts
$340K
BFS
814
Bard Financial Services
Connecticut
$339K -$29.7K -170 -8%
TIAA Trust, National Association
815
TIAA Trust, National Association
North Carolina
$337K +$89.1K +510 +34%
LI
816
Lafayette Investments
Maryland
$336K
MF
817
Manchester Financial
California
$336K
CFD
818
Creative Financial Designs
Indiana
$336K +$69.9K +400 +25%
FB
819
Fulton Bank
Pennsylvania
$334K
SAG
820
SageView Advisory Group
California
$334K +$5.24K +30 +2%
SIC
821
Samalin Investment Counsel
New York
$334K +$117K +667 +50%
APWA
822
Atlas Private Wealth Advisors
New Jersey
$333K +$1.4K +8 +0.4%
HKIMG
823
Hutchens & Kramer Investment Management Group
Indiana
$330K -$75.5K -432 -18%
CFO
824
Callan Family Office
Pennsylvania
$328K -$338K -1,933 -50%
FCP
825
Fidelis Capital Partners
Florida
$326K -$24.8K -142 -6%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.