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Simon Property Group
SPG

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 17 → 25 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,209 → 1,219 (+10)

0.2% less ownership

Funds ownership: 89.19% → 88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital World Investors
Capital World Investors
California
+$449M
3
UBS Group
UBS Group
Switzerland
+$205M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$146M
5
Deutsche Bank
Deutsche Bank
Germany
+$112M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$165M
3
BlackRock
BlackRock
New York
-$127M
4
AIM
Artemis Investment Management
United Kingdom
-$100M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
901
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$265K +$142K +824 +140%
VC
902
Vicus Capital
Pennsylvania
$260K -$14.7K -85 -6%
AA
903
Alta Advisers
United Kingdom
$260K – – –
ST
904
Smithfield Trust
Pennsylvania
$258K – – –
LWP
905
LMG Wealth Partners
Louisiana
$256K – – –
BFM
906
Boothbay Fund Management
New York
$254K -$16.9K -98 -7%
MC
907
Moors & Cabot
Massachusetts
$254K +$691 +4 +0.3%
GLA
908
Great Lakes Advisors
Illinois
$254K -$70.8K -410 -23%
SLG
909
Silver Lake Group
California
$253K – – –
Kovitz Investment Group Partners
910
Kovitz Investment Group Partners
Illinois
$253K -$16.7K -97 -7%
WANY
911
Wealthspire Advisors (New York)
New York
$251K +$11.4K +66 +5%
MK
912
MASTERINVEST Kapitalanlage
$246K +$226K +1,310 New
FFA
913
First Foundation Advisors
California
$245K +$518 +3 +0.2%
Koshinski Asset Management
914
Koshinski Asset Management
Illinois
$245K +$225K +1,305 New
SYBT
915
Stock Yards Bank & Trust
Kentucky
$244K -$49.2K -285 -18%
SN
916
Sittner & Nelson
Oregon
$243K – – –
HFM
917
Harvest Fund Management
China
$242K +$212K +1,226 +1,916%
CAU
918
Caxton Associates (UK)
$242K +$222K +1,287 New
JIC
919
Johnson Investment Counsel
Ohio
$241K -$33.1K -192 -13%
RI
920
Ridgewood Investments
New Jersey
$240K – – –
LCM
921
Logan Capital Management
Pennsylvania
$239K – – –
PCP
922
Proficio Capital Partners
Massachusetts
$237K -$341K -1,977 -61%
ANTB
923
AMG National Trust Bank
Colorado
$236K -$61.3K -355 -22%
EWM
924
EPG Wealth Management
Georgia
$235K – – –
SFG
925
Socha Financial Group
New York
$235K – – –
35 36
37
38 39

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.