SPG icon

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 %
TFIPS
901
Towarzystwo Funduszy Inwestycyjnych PZU SA
$244K +$21.6K +130 +10%
SDWIA
902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$244K – – –
VC
903
Vicus Capital
Pennsylvania
$244K -$9.3K -56 -4%
CFP
904
Catalyst Financial Partners
Massachusetts
$241K +$1.99K +12 +0.8%
FHA
905
First Horizon Advisors
Tennessee
$241K – – –
MCI
906
MRP Capital Investments
Georgia
$241K -$4.15K -25 -2%
PFG
907
PAX Financial Group
Texas
$237K -$996 -6 -0.4%
BWP
908
BSW Wealth Partners
Colorado
$237K -$6.48K -39 -3%
KFA
909
Krane Funds Advisors
New York
$236K -$8.14K -49 -3%
AWM
910
AE Wealth Management
Kansas
$232K +$166 +1 +0.1%
BIA
911
Barry Investment Advisors
Massachusetts
$232K +$1.33K +8 +0.6%
MNBTD
912
Moody National Bank Trust Division
Texas
$232K +$13K +78 +6%
KFP
913
KMG Fiduciary Partners
Ohio
$231K +$830 +5 +0.4%
MWM
914
Meridian Wealth Management
Kentucky
$230K -$165K -1,013 -42%
AA
915
Alta Advisers
United Kingdom
$230K +$230K +1,385 New
ST
916
Smithfield Trust
Pennsylvania
$228K – – –
LWP
917
LMG Wealth Partners
Louisiana
$227K – – –
PCA
918
Purkiss Capital Advisors
Connecticut
$226K +$2.82K +17 +1%
BWG
919
Berry Wealth Group
Texas
$226K +$226K +1,359 New
FLPIM
920
F.L. Putnam Investment Management
Massachusetts
$225K +$26.4K +159 +13%
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$225K +$27.4K +165 +14%
CIC
922
Carnegie Investment Counsel
Ohio
$225K – – –
SLG
923
Silver Lake Group
California
$224K – – –
CI
924
CX Institutional
Indiana
$223K -$1.66K -10 -0.7%
DAS
925
Diversify Advisory Services
Utah
$220K -$21.3K -136 -9%
35 36
37
38 39