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Simon Property Group

1,196 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 497 increasing their positions, 394 reducing their positions, and 94 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 ownership

Funds ownership:

more funds holding

Funds holding:

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)

1% less capital invested

Capital invested by funds: $47.4B → $46.7B (-$658M)

Holders
1,196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$341M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
901
Avidian Wealth Enterprises
Texas
$248K
HBT
902
Heartland Bank & Trust
Illinois
$248K
TWP
903
Triad Wealth Partners
Kansas
$247K
MPAM
904
Murphy Pohlad Asset Management
Minnesota
$247K
BTI
905
Blue Trust Inc
Georgia
$246K
FB
906
First Bancorp
Maine
$246K
GWCM
907
Godshalk Welsh Capital Management
Pennsylvania
$245K
JCM
908
Jacobi Capital Management
Pennsylvania
$245K
CFP
909
Catalyst Financial Partners
Massachusetts
$244K
FT
910
Fiduciary Trust
Massachusetts
$243K
FMLI
911
Fukoku Mutual Life Insurance
Japan
$241K
LC
912
Lavaca Capital
Texas
$241K
FHA
913
First Horizon Advisors
Tennessee
$241K
HCMG
914
Howard Capital Management Group
California
$240K
LTI
915
Laffer Tengler Investments
Tennessee
$239K
BWG
916
Berry Wealth Group
Texas
$239K
MPM
917
MBB Public Markets
Illinois
$237K
MCI
918
MRP Capital Investments
Georgia
$237K
JIC
919
Johnson Investment Counsel
Ohio
$237K
VC
920
Vicus Capital
Pennsylvania
$236K
CI Investments Inc
921
CI Investments Inc
Ontario, Canada
$236K
SDWIA
922
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$236K
AWA
923
Alta Wealth Advisors
Massachusetts
$235K
BFM
924
Boothbay Fund Management
New York
$234K
Kovitz Investment Group Partners
925
Kovitz Investment Group Partners
Illinois
$232K