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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

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

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
801
Wilmington Savings Fund Society
Delaware
$413K -$9.08K -50 -2%
SWA
802
Stratos Wealth Advisors
Ohio
$410K
WANY
803
Wealthspire Advisors (New York)
New York
$409K +$159K +874 +65%
PA
804
Procyon Advisors
Connecticut
$405K +$398K +2,188 New
HCM
805
Howard Capital Management
Georgia
$405K +$2K +11 +0.5%
VSQM
806
V-Square Quantitative Management
Illinois
$402K +$394K +2,171 New
MWM
807
Modera Wealth Management
New Jersey
$401K +$182 +1 +0%
OC
808
Opinicus Capital
Florida
$401K -$43.1K -237 -10%
ACA
809
Aptus Capital Advisors
Alabama
$399K +$16.2K +89 +4%
AAIM
810
American Assets Investment Management
California
$398K +$1.36M +7,500 New
KFP
811
KMG Fiduciary Partners
Ohio
$398K +$128K +704 +49%
SW
812
SVB Wealth
Massachusetts
$396K -$7.27K -40 -2%
NCM
813
Novare Capital Management
North Carolina
$395K -$9.08K -50 -2%
ORC
814
O'Rourke & Company
Massachusetts
$393K +$10.4K +57 +3%
BWP
815
BSW Wealth Partners
Colorado
$388K +$1.09K +6 +0.3%
RT
816
Rockland Trust
Massachusetts
$385K +$5.09K +28 +1%
MYIA
817
Mount Yale Investment Advisors
Colorado
$384K +$377K +2,075 New
KFS
818
Kaizen Financial Strategies
California
$383K -$40.9K -225 -10%
SIC
819
Samalin Investment Counsel
New York
$379K -$6.36K -35 -2%
PCS
820
Personal CFO Solutions
New Jersey
$378K -$18.2K -100 -5%
BFG
821
Birch Financial Group
New Hampshire
$378K +$182 +1 +0%
4A
822
4Wealth Advisors
Illinois
$376K +$8.36K +46 +2%
IF
823
Intrua Financial
Texas
$374K -$321K -1,766 -47%
JTF
824
J. Team Financial
Texas
$374K +$3.09K +17 +0.8%
SAM
825
Sompo Asset Management
Japan
$372K -$79.9K -440 -18%