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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
851
Towarzystwo Funduszy Inwestycyjnych PZU SA
$339K +$21.8K +120 +7%
EV
852
EJMK Ventures
Illinois
$338K +$332K +1,825 New
LI
853
LRI Investments
Florida
$336K -$49.4K -272 -13%
SP
854
SmartHarvest Portfolios
Washington
$336K +$330K +1,815 New
QWP
855
Quotient Wealth Partners
Texas
$333K -$1.64K -9 -0.5%
PCMM
856
Piedmont Capital Management (Montana)
Montana
$333K +$363 +2 +0.1%
FSA
857
Fort Sheridan Advisors
Illinois
$331K
CAS
858
Coppell Advisory Solutions
Texas
$331K +$2.36K +13 +0.7%
ASBI
859
American State Bank (Iowa)
Iowa
$329K
PCM
860
Penserra Capital Management
California
$329K -$1.82K -10 -0.6%
WPP
861
Whalerock Point Partners
Rhode Island
$329K
WTB
862
Washington Trust Bank
Washington
$329K +$10.9K +60 +3%
NAM
863
NorthCrest Asset Manangement
Minnesota
$328K -$27.4K -151 -8%
PP
864
PDS Planning
Ohio
$325K +$4.36K +24 +1%
CWM
865
Cabot Wealth Management
Massachusetts
$323K
ICP
866
Interchange Capital Partners
Pennsylvania
$323K -$3.09K -17 -1%
CI
867
Conning Inc
Connecticut
$321K -$64.7K -356 -17%
HA
868
Huntleigh Advisors
Missouri
$320K
IA
869
IFG Advisory
Georgia
$319K +$182 +1 +0.1%
LI
870
Lafayette Investments
Maryland
$319K -$54.5K -300 -15%
NS
871
NBC Securities
Alabama
$319K -$3.27K -18 -1%
NRC
872
New Republic Capital
North Carolina
$319K +$109K +601 +54%
WCM
873
Winthrop Capital Management
Indiana
$319K +$2.54K +14 +0.8%
BCG
874
Breakwater Capital Group
New Jersey
$316K
MWM
875
Mission Wealth Management
California
$315K -$727 -4 -0.2%