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Simon Property Group

1,197 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 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

0% less funds holding

Funds holding: 1,1991,197 (-2)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
CAS
801
CTC Alternative Strategies
Illinois
$375K
VIM
802
VELA Investment Management
Ohio
$373K
4A
803
4Wealth Advisors
Illinois
$373K
TWM
804
Tradition Wealth Management
Minnesota
$370K
BAAM
805
Baker Avenue Asset Management
California
$369K
CCA
806
Childress Capital Advisors
Texas
$363K
CIA
807
Caerus Investment Advisors
Texas
$363K
OL
808
Optas LLC
Texas
$363K
SB
809
Strategic Blueprint
Georgia
$360K
FB
810
Fulton Bank
Pennsylvania
$359K
CTC
811
Cetera Trust Company
Minnesota
$359K
FB
812
First Bancorp
Maine
$352K
NAM
813
NorthCrest Asset Manangement
Minnesota
$348K
IB
814
Intrust Bank
Kansas
$348K
EWP
815
Elevation Wealth Partners
California
$347K
RPWA
816
Regent Peak Wealth Advisors
Georgia
$343K
FT
817
Fiduciary Trust
Massachusetts
$341K
AWE
818
Avidian Wealth Enterprises
Texas
$341K
SW
819
Simplicity Wealth
New Jersey
$339K
QWP
820
Quotient Wealth Partners
Texas
$339K
PCM
821
Penserra Capital Management
California
$336K
BFS
822
Bard Financial Services
Connecticut
$336K
FSA
823
Fort Sheridan Advisors
Illinois
$336K
MFIM
824
Mesirow Financial Investment Management
Illinois
$335K
PCM
825
Piedmont Capital Management
Montana
$333K