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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
–
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
876
Fort Sheridan Advisors
Illinois
$264K -$24.9K -150 -9%
PA
877
PharVision Advisers
Florida
$264K +$264K +1,588 New
BPWM
878
Badgley Phelps Wealth Managers
Washington
$263K -$56K -337 -18%
APA
879
Astoria Portfolio Advisors
New York
$262K +$262K +1,712 New
SYBT
880
Stock Yards Bank & Trust
Kentucky
$262K -$17.3K -104 -6%
GWCM
881
Godshalk Welsh Capital Management
Pennsylvania
$262K – – –
HS
882
Hazelview Securities
Ontario, Canada
$261K +$261K +1,570 New
PP
883
PDS Planning
Ohio
$260K +$18.6K +112 +8%
PCM
884
Piedmont Capital Management
Montana
$260K +$281 +2 +0.1%
JIC
885
Johnson Investment Counsel
Ohio
$259K -$46.2K -278 -15%
NSIM
886
North Star Investment Management
Illinois
$259K – – –
BCG
887
Breakwater Capital Group
New Jersey
$256K +$18.3K +110 +8%
AWE
888
Avidian Wealth Enterprises
Texas
$255K +$255K +1,536 New
FB
889
First Bancorp
Maine
$254K – – –
JCM
890
Jacobi Capital Management
Pennsylvania
$253K – – –
FT
891
Fiduciary Trust
Massachusetts
$253K -$3.32K -20 -1%
IC
892
Iconiq Capital
California
$252K +$34.5K +208 +16%
Kovitz Investment Group Partners
893
Kovitz Investment Group Partners
Illinois
$252K +$25.3K +152 +11%
PFBT
894
Parkside Financial Bank & Trust
Missouri
$251K +$47.5K +286 +23%
GS
895
GWN Securities
Florida
$250K +$250K +1,504 New
LC
896
Lavaca Capital
Texas
$249K – – –
HCMG
897
Howard Capital Management Group
California
$247K – – –
CI Investments Inc
898
CI Investments Inc
Ontario, Canada
$247K -$14.6K -88 -6%
DWA
899
Dorsey Wright & Associates
California
$246K -$7.65K -46 -3%
PPW
900
Parcion Private Wealth
Washington
$245K -$13.8K -83 -5%
34 35
36
37 38