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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
901
Stock Yards Bank & Trust
Kentucky
$254K +$474 +3 +0.2%
PFM
902
Patton Fund Management
Texas
$254K -$3.73M -23,626 -94%
BWP
903
BSW Wealth Partners
Colorado
$253K +$23.2K +147 +10%
Vontobel Holding
904
Vontobel Holding
Switzerland
$252K +$248K +1,569 New
CIC
905
Carnegie Investment Counsel
Ohio
$252K
NSIM
906
North Star Investment Management
Illinois
$251K
AGA
907
Accuvest Global Advisors
Utah
$250K -$228K -1,442 -48%
SFC
908
Strategic Financial Concepts
Texas
$249K -$81.8K -518 -25%
AWE
909
Avidian Wealth Enterprises
Texas
$248K +$1.42K +9 +0.6%
HBT
910
Heartland Bank & Trust
Illinois
$248K +$244K +1,544 New
TWP
911
Triad Wealth Partners
Kansas
$247K +$34.6K +219 +17%
MPAM
912
Murphy Pohlad Asset Management
Minnesota
$247K -$316K -2,000 -57%
BTI
913
Blue Trust Inc
Georgia
$246K -$17.4K -110 -7%
FB
914
First Bancorp
Maine
$246K -$474 -3 -0.2%
GWCM
915
Godshalk Welsh Capital Management
Pennsylvania
$245K -$7.9K -50 -3%
JCM
916
Jacobi Capital Management
Pennsylvania
$245K
CFP
917
Catalyst Financial Partners
Massachusetts
$244K +$9.8K +62 +4%
FT
918
Fiduciary Trust
Massachusetts
$243K -$2.05K -13 -0.9%
FMLI
919
Fukoku Mutual Life Insurance
Japan
$241K -$61.5K -389 -21%
LC
920
Lavaca Capital
Texas
$241K
FHA
921
First Horizon Advisors
Tennessee
$241K +$7.43K +47 +3%
HCMG
922
Howard Capital Management Group
California
$240K
LTI
923
Laffer Tengler Investments
Tennessee
$239K +$235K +1,487 New
BWG
924
Berry Wealth Group
Texas
$239K +$19.9K +126 +9%
MPM
925
MBB Public Markets
Illinois
$237K -$55.3K -350 -19%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.