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Simon Property Group

1,283 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 493 increasing their positions, 413 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$101M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,283
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
Stratos Wealth Advisors
Ohio
$410K
WANY
802
Wealthspire Advisors (New York)
New York
$409K
PA
803
Procyon Advisors
Connecticut
$405K
HCM
804
Howard Capital Management
Georgia
$405K
VSQM
805
V-Square Quantitative Management
Illinois
$402K
MWM
806
Modera Wealth Management
New Jersey
$401K
OC
807
Opinicus Capital
Florida
$401K
ACA
808
Aptus Capital Advisors
Alabama
$399K
AAIM
809
American Assets Investment Management
California
$398K
KFP
810
KMG Fiduciary Partners
Ohio
$398K
SW
811
SVB Wealth
Massachusetts
$396K
NCM
812
Novare Capital Management
North Carolina
$395K
ORC
813
O'Rourke & Company
Massachusetts
$393K
BWP
814
BSW Wealth Partners
Colorado
$388K
RT
815
Rockland Trust
Massachusetts
$385K
MYIA
816
Mount Yale Investment Advisors
Colorado
$384K
KFS
817
Kaizen Financial Strategies
California
$383K
SIC
818
Samalin Investment Counsel
New York
$379K
PCS
819
Personal CFO Solutions
New Jersey
$378K
BFG
820
Birch Financial Group
New Hampshire
$378K
4A
821
4Wealth Advisors
Illinois
$376K
IF
822
Intrua Financial
Texas
$374K
JTF
823
J. Team Financial
Texas
$374K
SAM
824
Sompo Asset Management
Japan
$372K
VIM
825
VELA Investment Management
Ohio
$368K