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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
901
Breakwater Capital Group
New Jersey
$256K +$19.2K +110 +8%
AWE
902
Avidian Wealth Enterprises
Texas
$255K +$268K +1,536 New
FB
903
First Bancorp
Maine
$254K
JCM
904
Jacobi Capital Management
Pennsylvania
$253K
FT
905
Fiduciary Trust
Massachusetts
$253K -$3.5K -20 -1%
IC
906
Iconiq Capital
California
$252K +$36.4K +208 +16%
Kovitz Investment Group Partners
907
Kovitz Investment Group Partners
Illinois
$252K +$26.6K +152 +11%
PFBT
908
Parkside Financial Bank & Trust
Missouri
$251K +$50K +286 +23%
GS
909
GWN Securities
Florida
$250K +$263K +1,504 New
LC
910
Lavaca Capital
Texas
$249K
HCMG
911
Howard Capital Management Group
California
$247K
CI Investments Inc
912
CI Investments Inc
Ontario, Canada
$247K -$15.4K -88 -6%
DWA
913
Dorsey Wright & Associates
California
$246K -$8.04K -46 -3%
PPW
914
Parcion Private Wealth
Washington
$245K -$14.5K -83 -5%
TFIPS
915
Towarzystwo Funduszy Inwestycyjnych PZU SA
$244K +$22.7K +130 +10%
SDWIA
916
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$244K
VC
917
Vicus Capital
Pennsylvania
$244K -$9.79K -56 -4%
CFP
918
Catalyst Financial Partners
Massachusetts
$241K +$2.1K +12 +0.8%
FHA
919
First Horizon Advisors
Tennessee
$241K
MCI
920
MRP Capital Investments
Georgia
$241K -$4.37K -25 -2%
VEA
921
Virtus ETF Advisers
New York
$241K +$253K +1,450 New
PFG
922
PAX Financial Group
Texas
$237K -$1.05K -6 -0.4%
BWP
923
BSW Wealth Partners
Colorado
$237K -$6.82K -39 -3%
KFA
924
Krane Funds Advisors
New York
$236K -$8.56K -49 -3%
AWM
925
AE Wealth Management
Kansas
$232K +$175 +1 +0.1%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.