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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.65%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
901
Keebeck Wealth Management
Illinois
$286K +$281K +1,545 New
PCG
902
Prosperity Consulting Group
Maryland
$285K +$5.45K +30 +2%
SG
903
StoneX Group
New York
$283K +$278K +1,529 New
HBT
904
Heartland Bank & Trust
Illinois
$282K -$2K -11 -0.7%
JCM
905
Jacobi Capital Management
Pennsylvania
$282K
PTC
906
Private Trust Company
Ohio
$281K -$243K -1,335 -47%
SCP
907
Sivia Capital Partners
California
$281K +$276K +1,518 New
CIA
908
Cladis Investment Advisory
Montana
$278K
LC
909
Lavaca Capital
Texas
$278K
DA
910
Dover Advisors
Virginia
$278K +$273K +1,500 New
AP
911
Advisors Preferred
Maryland
$277K +$273K +1,505 New
HCMG
912
Howard Capital Management Group
California
$276K -$536K -2,949 -66%
CAG
913
Csenge Advisory Group
Florida
$275K +$363 +2 +0.1%
USCWA
914
U.S. Capital Wealth Advisors
Texas
$274K +$2.73K +15 +1%
MGI
915
Miller Global Investments
Texas
$274K +$269K +1,479 New
CAG
916
Crestwood Advisors Group
Massachusetts
$272K +$72.9K +401 +37%
SDWIA
917
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$272K
MPAM
918
Murphy Pohlad Asset Management
Minnesota
$271K
AWA
919
Alta Wealth Advisors
Massachusetts
$271K +$727 +4 +0.3%
WT
920
Washington Trust
Rhode Island
$269K
SW
921
SlateStone Wealth
Florida
$269K -$25.4K -140 -9%
MCI
922
MRP Capital Investments
Georgia
$268K
HFM
923
Harvest Fund Management
China
$268K +$28.3K +156 +12%
BIA
924
Barry Investment Advisors
Massachusetts
$262K
SSA
925
Schonfeld Strategic Advisors
New York
$262K -$1.86M -10,219 -88%