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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
NSIM
876
North Star Investment Management
Illinois
$293K – – –
CFP
877
Catalyst Financial Partners
Massachusetts
$291K +$5.87K +34 +2%
HBT
878
Heartland Bank & Trust
Illinois
$288K -$1.21K -7 -0.5%
MIM
879
Morningstar Investment Management
Illinois
$287K -$672K -3,891 -72%
JCM
880
Jacobi Capital Management
Pennsylvania
$286K +$173 +1 +0.1%
KF
881
Krilogy Financial
Missouri
$285K +$271K +1,572 New
MPWT
882
MassMutual Private Wealth & Trust
Connecticut
$285K +$13.8K +80 +6%
PCG
883
Prosperity Consulting Group
Maryland
$283K +$261K +1,509 New
LC
884
Lavaca Capital
Texas
$282K – – –
AGA
885
Accuvest Global Advisors
Utah
$278K -$13.3K -77 -5%
CAG
886
Csenge Advisory Group
Florida
$278K +$17.6K +102 +7%
SWMG
887
Stillwater Wealth Management Group
Florida
$276K +$254K +1,471 New
SDWIA
888
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$276K – – –
MPAM
889
Murphy Pohlad Asset Management
Minnesota
$275K -$12.1K -70 -5%
USCWA
890
U.S. Capital Wealth Advisors
Texas
$275K +$27.4K +159 +12%
AWA
891
Alta Wealth Advisors
Massachusetts
$274K – – –
SAI
892
Savvy Advisors Inc
New York
$274K +$252K +1,459 New
WT
893
Washington Trust
Rhode Island
$273K +$251K +1,454 New
BTI
894
Blue Trust Inc
Georgia
$271K -$15.4K -89 -6%
KFP
895
KMG Fiduciary Partners
Ohio
$271K +$863 +5 +0.3%
PFBT
896
Parkside Financial Bank & Trust
Missouri
$269K +$2.24K +13 +0.9%
KAM
897
Knightsbridge Asset Management
California
$267K +$246K +1,424 New
DMBA
898
Deseret Mutual Benefit Administrators
Utah
$267K -$34.7K -201 -12%
MWM
899
Meridian Wealth Management
Kentucky
$266K +$16.6K +96 +7%
BIA
900
Barry Investment Advisors
Massachusetts
$266K +$1.73K +10 +0.7%
34 35
36
37 38

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.