We are live on ! Find out more
SPG icon

Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
826
Conning Inc
Connecticut
$336K -$13K -82 -4%
IF
827
Intrua Financial
Texas
$336K +$36K +228 +12%
APWA
828
Atlas Private Wealth Advisors
New Jersey
$336K +$12.5K +79 +4%
SWA
829
Stratos Wealth Advisors
Ohio
$335K +$158 +1 +0%
ORC
830
O'Rourke & Company
Massachusetts
$331K -$56.6K -358 -15%
CAMG
831
CWA Asset Management Group
Florida
$331K +$28.1K +178 +9%
AWAU
832
Alliance Wealth Advisors (Utah)
Utah
$330K +$17.5K +111 +6%
EWA
833
EP Wealth Advisors
California
$330K +$54.5K +345 +20%
RT
834
Rockland Trust
Massachusetts
$330K
FB
835
Fulton Bank
Pennsylvania
$327K +$4.11K +26 +1%
LI
836
Lafayette Investments
Maryland
$326K
GRP
837
Global Retirement Partners
California
$325K +$320K +2,024 New
MF
838
Manchester Financial
California
$325K
GIA
839
Gateway Investment Advisers
Ohio
$323K -$8.85K -56 -3%
CFD
840
Creative Financial Designs
Indiana
$319K -$5.37K -34 -2%
HA
841
Huntleigh Advisors
Missouri
$316K
FIM
842
Freedom Investment Management
Connecticut
$315K -$34.1K -216 -10%
OL
843
Optas LLC
Texas
$308K +$16.6K +105 +6%
CTC
844
Cetera Trust Company
Minnesota
$308K +$6.32K +40 +2%
IB
845
Intrust Bank
Kansas
$307K -$3.95K -25 -1%
GFP
846
Gryphon Financial Partners
Ohio
$307K +$35.9K +227 +13%
GLA
847
Good Life Advisors
Pennsylvania
$306K +$158 +1 +0.1%
SWP
848
Stratos Wealth Partners
Ohio
$306K +$21.2K +134 +8%
HKIMG
849
Hutchens & Kramer Investment Management Group
Indiana
$304K -$21.6K -137 -7%
IA
850
IFG Advisory
Georgia
$302K +$158 +1 +0.1%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.