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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
PMA
851
Prudent Man Advisors
Illinois
$296K
MWM
852
Mission Wealth Management
California
$295K -$34.6K -198 -10%
WPP
853
Whalerock Point Partners
Rhode Island
$295K
SWP
854
Stratos Wealth Partners
Ohio
$293K -$167K -957 -35%
KA
855
Kovack Advisors
Florida
$292K +$33K +189 +12%
BFA
856
Bragg Financial Advisors
North Carolina
$291K +$56.6K +324 +23%
BFM
857
Boothbay Fund Management
New York
$291K +$306K +1,751 New
SFG
858
Socha Financial Group
New York
$291K
AAM
859
Augustine Asset Management
Florida
$290K -$699 -4 -0.2%
CWM
860
Cabot Wealth Management
Massachusetts
$290K
LC
861
Lindbrook Capital
California
$290K -$105K -600 -26%
PEAK6
862
PEAK6
Illinois
$286K +$301K +1,722 New
LP
863
LMR Partners
United Kingdom
$285K +$288K +1,650 +2,426%
SCM
864
Shelton Capital Management
Colorado
$285K -$8.21K -47 -3%
IWA
865
Icon Wealth Advisors
Texas
$284K +$8.74K +50 +3%
EWA
866
EP Wealth Advisors
California
$284K -$468K -2,680 -61%
KI
867
Kapitalo Investimentos
Brazil
$283K +$183K +1,049 +160%
FPAS
868
Focus Partners Advisor Solutions
Missouri
$282K +$24.6K +141 +9%
BP
869
BNP Paribas
France
$280K
GFP
870
Gryphon Financial Partners
Ohio
$280K +$46.8K +268 +19%
VIM
871
VELA Investment Management
Ohio
$280K -$8.91K -51 -3%
BAAM
872
Baker Avenue Asset Management
California
$279K -$152K -869 -34%
CFG
873
CKW Financial Group
Hawaii
$279K +$293K +1,677 New
PTP
874
Platform Technology Partners
New York
$278K +$1.92K +11 +0.7%
GWM
875
Gibbs Wealth Management
Georgia
$277K +$291K +1,666 New

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.