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Simon Property Group

1,259 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$397M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
876
LJI Wealth Management
Indiana
$296K
IWA
877
Icon Wealth Advisors
Texas
$296K
CWM
878
ClientFirst Wealth Management
Arkansas
$295K
CFP
879
Catalyst Financial Partners
Massachusetts
$294K
NSIM
880
North Star Investment Management
Illinois
$294K
LAM
881
LECAP Asset Management
United Kingdom
$294K
AAM
882
Augustine Asset Management
Florida
$293K
MPWT
883
MassMutual Private Wealth & Trust
Connecticut
$293K
SWMG
884
Stillwater Wealth Management Group
Florida
$292K
MWM
885
MinichMacGregor Wealth Management
New York
$290K
BAM
886
Blueshift Asset Management
New Jersey
$288K
CWM
887
Cornerstone Wealth Management
Missouri
$288K
PFA
888
Pure Financial Advisors
California
$288K
KWM
889
Keebeck Wealth Management
Illinois
$286K
PCG
890
Prosperity Consulting Group
Maryland
$285K
SG
891
StoneX Group
New York
$283K
HBT
892
Heartland Bank & Trust
Illinois
$282K
JCM
893
Jacobi Capital Management
Pennsylvania
$282K
PTC
894
Private Trust Company
Ohio
$281K
SCP
895
Sivia Capital Partners
California
$281K
LC
896
Lavaca Capital
Texas
$278K
CIA
897
Cladis Investment Advisory
Montana
$278K
DA
898
Dover Advisors
Virginia
$278K
AP
899
Advisors Preferred
Maryland
$277K
HCMG
900
Howard Capital Management Group
California
$276K