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Simon Property Group

1,215 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 463 increasing their positions, 413 reducing their positions, and 103 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

1% more funds holding

Funds holding: 1,2041,215 (+11)

0.21% less ownership

Funds ownership: 89.1%88.89% (-0.21%)

Holders
1,215
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
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
826
Avidian Wealth Enterprises
Texas
$341K
SW
827
Simplicity Wealth
New Jersey
$339K
QWP
828
Quotient Wealth Partners
Texas
$339K
PCM
829
Penserra Capital Management
California
$336K
BFS
830
Bard Financial Services
Connecticut
$336K
FSA
831
Fort Sheridan Advisors
Illinois
$336K
MFIM
832
Mesirow Financial Investment Management
Illinois
$335K
ASBI
833
American State Bank (Iowa)
Iowa
$334K
PCMM
834
Piedmont Capital Management (Montana)
Montana
$333K
WPP
835
Whalerock Point Partners
Rhode Island
$333K
TIAA Trust, National Association
836
TIAA Trust, National Association
North Carolina
$333K
KP
837
Keel Point
Alabama
$332K
ICP
838
Interchange Capital Partners
Pennsylvania
$331K
BBHC
839
Brown Brothers Harriman & Co
New York
$329K
CWM
840
Cabot Wealth Management
Massachusetts
$327K
NS
841
NBC Securities
Alabama
$327K
CAS
842
Coppell Advisory Solutions
Texas
$327K
PP
843
PDS Planning
Ohio
$325K
HA
844
Huntleigh Advisors
Missouri
$324K
IA
845
IFG Advisory
Georgia
$324K
KA
846
Kovack Advisors
Florida
$323K
MWM
847
MinichMacGregor Wealth Management
New York
$323K
WTB
848
Washington Trust Bank
Washington
$322K
AAM
849
Augustine Asset Management
Florida
$321K
WCM
850
Winthrop Capital Management
Indiana
$321K