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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
801
Aptus Capital Advisors
Alabama
$399K
AAIM
802
American Assets Investment Management
California
$398K
KFP
803
KMG Fiduciary Partners
Ohio
$398K
SW
804
SVB Wealth
Massachusetts
$396K
NCM
805
Novare Capital Management
North Carolina
$395K
ORC
806
O'Rourke & Company
Massachusetts
$393K
BWP
807
BSW Wealth Partners
Colorado
$388K
RT
808
Rockland Trust
Massachusetts
$385K
MYIA
809
Mount Yale Investment Advisors
Colorado
$384K
KFS
810
Kaizen Financial Strategies
California
$383K
SIC
811
Samalin Investment Counsel
New York
$379K
PCS
812
Personal CFO Solutions
New Jersey
$378K
BFG
813
Birch Financial Group
New Hampshire
$378K
4A
814
4Wealth Advisors
Illinois
$376K
IF
815
Intrua Financial
Texas
$374K
JTF
816
J. Team Financial
Texas
$374K
SAM
817
Sompo Asset Management
Japan
$372K
VIM
818
VELA Investment Management
Ohio
$368K
CI
819
CX Institutional
Indiana
$367K
CRWM
820
Castle Rock Wealth Management
California
$365K
JF
821
Jump Financial
Illinois
$363K
SAG
822
SageView Advisory Group
California
$363K
OL
823
Optas LLC
Texas
$362K
GP
824
Guardian Partners
Canada
$360K
Group One Trading
825
Group One Trading
Illinois
$360K