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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
826
Huntleigh Advisors
Missouri
$326K -$87.4K -500 -20%
EWA
827
EverSource Wealth Advisors
Alabama
$326K -$12.1K -69 -3%
KCM
828
Kathmere Capital Management
Pennsylvania
$324K -$27.4K -157 -7%
AWAU
829
Alliance Wealth Advisors (Utah)
Utah
$323K +$64K +366 +23%
IB
830
Intrust Bank
Kansas
$322K
VCM
831
Versant Capital Management
Arizona
$321K +$163K +935 +94%
HCM
832
Howard Capital Management
Georgia
$319K -$51.6K -295 -13%
QWP
833
Quotient Wealth Partners
Texas
$318K +$19.4K +111 +6%
GLA
834
Great Lakes Advisors
Illinois
$317K +$11.9K +68 +4%
GLA
835
Good Life Advisors
Pennsylvania
$316K -$1.05K -6 -0.3%
TPCW
836
TD Private Client Wealth
New York
$315K +$52.4K +300 +19%
FMLI
837
Fukoku Mutual Life Insurance
Japan
$314K
CAMG
838
CWA Asset Management Group
Florida
$312K -$50.9K -291 -13%
IA
839
IFG Advisory
Georgia
$312K +$175 +1 +0.1%
CTC
840
Cetera Trust Company
Minnesota
$311K
4A
841
4Wealth Advisors
Illinois
$309K -$10.3K -59 -3%
IF
842
Intrua Financial
Texas
$309K +$1.92K +11 +0.6%
LWM
843
LJI Wealth Management
Indiana
$307K
SF
844
Synovus Financial
Georgia
$307K +$64.1K +367 +25%
MPM
845
MBB Public Markets
Illinois
$303K +$319K +1,826 New
EWP
846
Elevation Wealth Partners
California
$302K
BJL
847
Brighton Jones LLC
Washington
$301K +$17.8K +102 +6%
OL
848
Optas LLC
Texas
$301K +$17.8K +102 +6%
ASBI
849
American State Bank (Iowa)
Iowa
$299K
RPWA
850
Regent Peak Wealth Advisors
Georgia
$297K -$4.72K -27 -1%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.