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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
FPAS
851
Focus Partners Advisor Solutions
Missouri
$299K +$25.1K +159 +9%
WA
852
Waverly Advisors
Alabama
$297K +$292K +1,850 New
LWM
853
LJI Wealth Management
Indiana
$297K
4A
854
4Wealth Advisors
Illinois
$297K -$2.53K -16 -0.9%
GWM
855
Gibbs Wealth Management
Georgia
$293K +$25K +158 +9%
IWA
856
Icon Wealth Advisors
Texas
$293K +$17.2K +109 +6%
EWP
857
Elevation Wealth Partners
California
$292K
ACA
858
Aptus Capital Advisors
Alabama
$291K -$201K -1,273 -41%
PMA
859
Prudent Man Advisors
Illinois
$290K +$3.32K +21 +1%
QWP
860
Quotient Wealth Partners
Texas
$289K -$18.6K -118 -6%
PCMM
861
Piedmont Capital Management (Montana)
Montana
$288K -$9.48K -60 -3%
BFS
862
Bard Financial Services
Connecticut
$288K -$39.5K -250 -12%
FSA
863
Fort Sheridan Advisors
Illinois
$288K +$31.6K +200 +13%
ASBI
864
American State Bank (Iowa)
Iowa
$286K -$3.95K -25 -1%
WPP
865
Whalerock Point Partners
Rhode Island
$286K
KP
866
Keel Point
Alabama
$285K +$19.6K +124 +8%
PCM
867
Penserra Capital Management
California
$285K -$1.19M -7,515 -81%
MWM
868
Mission Wealth Management
California
$284K -$1.11K -7 -0.4%
GLA
869
Great Lakes Advisors
Illinois
$283K -$23.2K -147 -8%
MWM
870
MinichMacGregor Wealth Management
New York
$283K +$278K +1,760 New
CC
871
Corton Capital
Ontario, Canada
$282K +$277K +1,755 New
CWM
872
Cabot Wealth Management
Massachusetts
$281K
KA
873
Kovack Advisors
Florida
$280K -$2.37K -15 -0.9%
NS
874
NBC Securities
Alabama
$280K -$95.4K -604 -26%
CPIG
875
Chicago Partners Investment Group
Illinois
$278K +$265K +1,679 New

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.