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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CST
801
Charles Schwab Trust
Nevada
$384K +$378K +2,390 New
MCM
802
Manchester Capital Management
Vermont
$380K -$474 -3 -0.1%
FCP
803
Fidelis Capital Partners
Florida
$379K +$28K +177 +8%
FAIM
804
Financial Advocates Investment Management
Washington
$377K +$371K +2,347 New
AWM
805
Affinity Wealth Management
Delaware
$377K +$4.11K +26 +1%
LIA
806
LS Investment Advisors
Michigan
$376K -$83K -525 -18%
TAM
807
Titleist Asset Management
Texas
$375K +$790 +5 +0.2%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$374K +$1.26K +8 +0.3%
EFG
809
Embree Financial Group
Illinois
$373K -$790 -5 -0.2%
KFS
810
Kaizen Financial Strategies
California
$368K +$22K +139 +6%
MCM
811
Monument Capital Management
Virginia
$367K -$368K -2,331 -51%
CRWM
812
Castle Rock Wealth Management
California
$365K -$738K -4,671 -68%
RWA
813
Redhawk Wealth Advisors
Minnesota
$362K +$4.58K +29 +1%
BJL
814
Brighton Jones LLC
Washington
$361K +$68.1K +431 +24%
PA
815
Promethium Advisors
Maryland
$361K
RFC
816
Regions Financial Corp
Alabama
$350K +$2.84K +18 +0.8%
SIC
817
Samalin Investment Counsel
New York
$350K +$26.4K +167 +8%
NCM
818
Novare Capital Management
North Carolina
$348K +$2.37K +15 +0.7%
SAG
819
SageView Advisory Group
California
$344K +$11.2K +71 +4%
BFA
820
Bragg Financial Advisors
North Carolina
$342K +$59.1K +374 +21%
AC
821
Avestar Capital
New York
$341K -$58K -367 -15%
VSQM
822
V-Square Quantitative Management
Illinois
$341K -$27.8K -176 -8%
UB
823
UMB Bank
Missouri
$340K -$48.8K -309 -13%
HCM
824
Howard Capital Management
Georgia
$339K +$29.5K +187 +10%
LI
825
LRI Investments
Florida
$336K -$27.2K -172 -8%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.