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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
MWM
876
Meridian Wealth Management
Kentucky
$313K +$36.3K +200 +13%
BP
877
BNP Paribas
France
$312K
AWAU
878
Alliance Wealth Advisors (Utah)
Utah
$310K -$70.5K -388 -19%
NP
879
NorthRock Partners
Minnesota
$310K -$576K -3,173 -65%
PTP
880
Platform Technology Partners
New York
$307K +$1.82K +10 +0.6%
OWA
881
Outlook Wealth Advisors
Texas
$305K +$908 +5 +0.3%
SAM
882
Silvercrest Asset Management
New York
$304K -$2.54K -14 -0.8%
FMI
883
Frec Markets Inc
California
$304K +$298K +1,640 New
RCA
884
Resonant Capital Advisors
Wisconsin
$302K +$3.27K +18 +1%
KAM
885
Knightsbridge Asset Management
California
$300K +$36.2K +199 +14%
GWM
886
Gibbs Wealth Management
Georgia
$297K -$11.1K -61 -4%
RFC
887
Regions Financial Corp
Alabama
$297K -$104K -574 -26%
LWM
888
LJI Wealth Management
Indiana
$296K
IWA
889
Icon Wealth Advisors
Texas
$296K +$2.54K +14 +0.9%
CWM
890
ClientFirst Wealth Management
Arkansas
$295K
CFP
891
Catalyst Financial Partners
Massachusetts
$294K +$6.9K +38 +2%
NSIM
892
North Star Investment Management
Illinois
$294K +$4.91K +27 +2%
LAM
893
LECAP Asset Management
United Kingdom
$294K +$288K +1,587 New
AAM
894
Augustine Asset Management
Florida
$293K -$23.6K -130 -8%
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$293K +$11.8K +65 +4%
SWMG
896
Stillwater Wealth Management Group
Florida
$292K +$19.1K +105 +7%
MWM
897
MinichMacGregor Wealth Management
New York
$290K -$27.6K -152 -9%
BAM
898
Blueshift Asset Management
New Jersey
$288K -$82.7K -455 -23%
CWM
899
Cornerstone Wealth Management
Missouri
$288K -$18.5K -102 -6%
PFA
900
Pure Financial Advisors
California
$288K +$64.3K +354 +30%