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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 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

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
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
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWAU
801
Alliance Wealth Advisors (Utah)
Utah
$387K
GIA
802
Gateway Investment Advisers
Ohio
$386K
RT
803
Rockland Trust
Massachusetts
$385K
BFG
804
Birch Financial Group
New Hampshire
$383K
LI
805
Lafayette Investments
Maryland
$380K
BAM
806
Blueshift Asset Management
New Jersey
$378K
JTF
807
J. Team Financial
Texas
$376K
FPAS
808
Focus Partners Advisor Solutions
Missouri
$376K
CAS
809
CTC Alternative Strategies
Illinois
$375K
VIM
810
VELA Investment Management
Ohio
$373K
4A
811
4Wealth Advisors
Illinois
$373K
TWM
812
Tradition Wealth Management
Minnesota
$370K
BAAM
813
Baker Avenue Asset Management
California
$369K
CCA
814
Childress Capital Advisors
Texas
$363K
CIA
815
Caerus Investment Advisors
Texas
$363K
OL
816
Optas LLC
Texas
$363K
SB
817
Strategic Blueprint
Georgia
$360K
FB
818
Fulton Bank
Pennsylvania
$359K
CTC
819
Cetera Trust Company
Minnesota
$359K
FB
820
First Bancorp
Maine
$352K
NAM
821
NorthCrest Asset Manangement
Minnesota
$348K
IB
822
Intrust Bank
Kansas
$348K
EWP
823
Elevation Wealth Partners
California
$347K
RPWA
824
Regent Peak Wealth Advisors
Georgia
$343K
FT
825
Fiduciary Trust
Massachusetts
$341K