SPG icon

Simon Property Group

1,184 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 104 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

0.48% less ownership

Funds ownership: 89.02%88.54% (-0.48%)

1% less funds holding

Funds holding: 1,1951,184 (-11)

Holders
1,184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
LWM
851
LJI Wealth Management
Indiana
$300K
CI Investments Inc
852
CI Investments Inc
Ontario, Canada
$300K
SW
853
SlateStone Wealth
Florida
$299K
CWM
854
ClientFirst Wealth Management
Arkansas
$299K
IWA
855
Icon Wealth Advisors
Texas
$297K
PFM
856
Patton Fund Management
Texas
$297K
NSIM
857
North Star Investment Management
Illinois
$293K
CFP
858
Catalyst Financial Partners
Massachusetts
$291K
HBT
859
Heartland Bank & Trust
Illinois
$288K
MIM
860
Morningstar Investment Management
Illinois
$287K
JCM
861
Jacobi Capital Management
Pennsylvania
$286K
KF
862
Krilogy Financial
Missouri
$285K
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$285K
PCG
864
Prosperity Consulting Group
Maryland
$283K
LC
865
Lavaca Capital
Texas
$282K
AGA
866
Accuvest Global Advisors
Utah
$278K
CAG
867
Csenge Advisory Group
Florida
$278K
SDWIA
868
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$276K
MPAM
869
Murphy Pohlad Asset Management
Minnesota
$275K
USCWA
870
U.S. Capital Wealth Advisors
Texas
$275K
AWA
871
Alta Wealth Advisors
Massachusetts
$274K
SAI
872
Savvy Advisors Inc
New York
$274K
WT
873
Washington Trust
Rhode Island
$273K
BTI
874
Blue Trust Inc
Georgia
$271K
KFP
875
KMG Fiduciary Partners
Ohio
$271K