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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 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 (-$161M)

35% less call options, than puts

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

Holders
1,272
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
MWM
801
Modera Wealth Management
New Jersey
$401K
OC
802
Opinicus Capital
Florida
$401K
ACA
803
Aptus Capital Advisors
Alabama
$399K
AAIM
804
American Assets Investment Management
California
$398K
KFP
805
KMG Fiduciary Partners
Ohio
$398K
SW
806
SVB Wealth
Massachusetts
$396K
NCM
807
Novare Capital Management
North Carolina
$395K
ORC
808
O'Rourke & Company
Massachusetts
$393K
BWP
809
BSW Wealth Partners
Colorado
$388K
RT
810
Rockland Trust
Massachusetts
$385K
MYIA
811
Mount Yale Investment Advisors
Colorado
$384K
KFS
812
Kaizen Financial Strategies
California
$383K
SIC
813
Samalin Investment Counsel
New York
$379K
PCS
814
Personal CFO Solutions
New Jersey
$378K
BFG
815
Birch Financial Group
New Hampshire
$378K
4A
816
4Wealth Advisors
Illinois
$376K
IF
817
Intrua Financial
Texas
$374K
JTF
818
J. Team Financial
Texas
$374K
SAM
819
Sompo Asset Management
Japan
$372K
VIM
820
VELA Investment Management
Ohio
$368K
CI
821
CX Institutional
Indiana
$367K
CRWM
822
Castle Rock Wealth Management
California
$365K
JF
823
Jump Financial
Illinois
$363K
SAG
824
SageView Advisory Group
California
$363K
OL
825
Optas LLC
Texas
$362K