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Simon Property Group
SPG

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,209 → 1,219 (+10)

0.2% less ownership

Funds ownership: 89.19% → 88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital World Investors
Capital World Investors
California
+$449M
3
UBS Group
UBS Group
Switzerland
+$205M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$146M
5
Deutsche Bank
Deutsche Bank
Germany
+$112M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$165M
3
BlackRock
BlackRock
New York
-$127M
4
AIM
Artemis Investment Management
United Kingdom
-$100M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
851
Augustine Asset Management
Florida
$321K +$173 +1 +0.1%
WCM
852
Winthrop Capital Management
Indiana
$321K +$345 +2 +0.1%
TFIPS
853
Towarzystwo Funduszy Inwestycyjnych PZU SA
$321K +$58.7K +340 +25%
GWP
854
Gen-Wealth Partners
Michigan
$321K +$295K +1,708 New
CI
855
CX Institutional
Indiana
$320K +$9.15K +53 +3%
BCG
856
Breakwater Capital Group
New Jersey
$320K +$14.7K +85 +5%
MWM
857
Mission Wealth Management
California
$320K -$11.2K -65 -4%
BP
858
BNP Paribas
France
$317K – – –
SWIG
859
Strategic Wealth Investment Group
Kentucky
$314K +$289K +1,673 New
GWM
860
Gibbs Wealth Management
Georgia
$314K -$26.2K -152 -8%
SCM
861
Shelton Capital Management
Colorado
$312K -$9.32K -54 -3%
SAM
862
Silvercrest Asset Management
New York
$311K +$11.7K +68 +4%
CWM
863
Cornerstone Wealth Management
Missouri
$311K +$3.45K +20 +1%
HKIMG
864
Hutchens & Kramer Investment Management Group
Indiana
$311K -$33.5K -194 -10%
SF
865
Synovus Financial
Georgia
$311K +$863 +5 +0.3%
PTP
866
Platform Technology Partners
New York
$309K -$2.59K -15 -0.9%
OWA
867
Outlook Wealth Advisors
Texas
$308K +$283K +1,642 New
SFC
868
Strategic Financial Concepts
Texas
$304K +$12.4K +72 +5%
RCA
869
Resonant Capital Advisors
Wisconsin
$303K +$2.24K +13 +0.8%
LWM
870
LJI Wealth Management
Indiana
$300K -$43.2K -250 -14%
CI Investments Inc
871
CI Investments Inc
Ontario, Canada
$300K +$22.4K +130 +9%
SW
872
SlateStone Wealth
Florida
$299K – – –
CWM
873
ClientFirst Wealth Management
Arkansas
$299K – – –
IWA
874
Icon Wealth Advisors
Texas
$297K -$40.7K -236 -13%
PFM
875
Patton Fund Management
Texas
$297K – – –
33 34
35
36 37

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.