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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
MCI
926
MRP Capital Investments
Georgia
$237K +$3.95K +25 +2%
JIC
927
Johnson Investment Counsel
Ohio
$237K -$13.6K -86 -6%
VC
928
Vicus Capital
Pennsylvania
$236K +$632 +4 +0.3%
CI Investments Inc
929
CI Investments Inc
Ontario, Canada
$236K -$3.16K -20 -1%
SDWIA
930
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$236K
AWA
931
Alta Wealth Advisors
Massachusetts
$235K -$423K -2,678 -65%
BFM
932
Boothbay Fund Management
New York
$234K -$46.9K -297 -17%
Kovitz Investment Group Partners
933
Kovitz Investment Group Partners
Illinois
$232K -$11.4K -72 -5%
GWM
934
Geneos Wealth Management
Colorado
$232K -$292K -1,846 -56%
KFP
935
KMG Fiduciary Partners
Ohio
$231K +$7.27K +46 +3%
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$231K +$12.8K +81 +6%
PFBT
937
Parkside Financial Bank & Trust
Missouri
$228K -$14.7K -93 -6%
LWL
938
Leo Wealth LLC
Texas
$226K +$222K +1,407 New
BIA
939
Barry Investment Advisors
Massachusetts
$226K +$1.9K +12 +0.9%
CAG
940
Csenge Advisory Group
Florida
$225K +$7.43K +47 +4%
AA
941
Alta Advisers
United Kingdom
$223K
ST
942
Smithfield Trust
Pennsylvania
$221K
TFIPS
943
Towarzystwo Funduszy Inwestycyjnych PZU SA
$220K -$15.8K -100 -7%
MWM
944
Meridian Wealth Management
Kentucky
$220K -$3K -19 -1%
LWP
945
LMG Wealth Partners
Louisiana
$220K
TCWA
946
Turtle Creek Wealth Advisors
Texas
$217K +$214K +1,352 New
MC
947
Moors & Cabot
Massachusetts
$217K +$18.2K +115 +9%
SLG
948
Silver Lake Group
California
$217K
AA
949
Armis Advisers
Georgia
$213K +$7.27K +46 +4%
TWM
950
Tradition Wealth Management
Minnesota
$213K +$209K +1,325 New

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.