We are live on ! Find out more
SPG icon

Simon Property Group
SPG

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,209 → 1,219 (+10)

0.2% less ownership

Funds ownership: 89.19% → 88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital World Investors
Capital World Investors
California
+$449M
3
UBS Group
UBS Group
Switzerland
+$205M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$146M
5
Deutsche Bank
Deutsche Bank
Germany
+$112M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$165M
3
BlackRock
BlackRock
New York
-$127M
4
AIM
Artemis Investment Management
United Kingdom
-$100M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
801
O'Rourke & Company
Massachusetts
$388K +$1.38K +8 +0.4%
ACA
802
Aptus Capital Advisors
Alabama
$388K +$43.7K +253 +14%
AWAU
803
Alliance Wealth Advisors (Utah)
Utah
$387K +$1.21K +7 +0.3%
GIA
804
Gateway Investment Advisers
Ohio
$386K +$7.6K +44 +2%
RT
805
Rockland Trust
Massachusetts
$385K – – –
BFG
806
Birch Financial Group
New Hampshire
$383K +$352K +2,041 New
LI
807
Lafayette Investments
Maryland
$380K – – –
BAM
808
Blueshift Asset Management
New Jersey
$378K -$141K -815 -29%
JTF
809
J. Team Financial
Texas
$376K +$346K +2,002 New
FPAS
810
Focus Partners Advisor Solutions
Missouri
$376K +$27.3K +158 +9%
CAS
811
CTC Alternative Strategies
Illinois
$375K +$345K +2,000 New
VIM
812
VELA Investment Management
Ohio
$373K -$108K -626 -24%
4A
813
4Wealth Advisors
Illinois
$373K +$24.2K +140 +8%
TWM
814
Tradition Wealth Management
Minnesota
$370K +$111K +644 +49%
BAAM
815
Baker Avenue Asset Management
California
$369K +$54.9K +318 +19%
CCA
816
Childress Capital Advisors
Texas
$363K +$56.3K +326 +20%
CIA
817
Caerus Investment Advisors
Texas
$363K +$334K +1,932 New
OL
818
Optas LLC
Texas
$363K +$2.59K +15 +0.8%
SB
819
Strategic Blueprint
Georgia
$360K +$331K +1,919 New
FB
820
Fulton Bank
Pennsylvania
$359K -$20.7K -120 -6%
CTC
821
Cetera Trust Company
Minnesota
$359K – – –
FB
822
First Bancorp
Maine
$352K +$60.4K +350 +23%
NAM
823
NorthCrest Asset Manangement
Minnesota
$348K +$335K +1,943 New
IB
824
Intrust Bank
Kansas
$348K -$10.4K -60 -3%
EWP
825
Elevation Wealth Partners
California
$347K +$4.83K +28 +2%
31 32
33
34 35

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.