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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
FCA
926
Fortis Capital Advisors
Kansas
$234K +$215K +1,247 New
MCI
927
MRP Capital Investments
Georgia
$233K -$4.32K -25 -2%
AA
928
Armis Advisers
Georgia
$233K -$345 -2 -0.2%
GI
929
GAMCO Investors
Connecticut
$231K +$212K +1,230 New
VEA
930
Virtus ETF Advisers
New York
$231K +$212K +1,230 New
CA
931
Cornerstone Advisory
Maryland
$230K -$81.7K -473 -28%
CIA
932
Cladis Investment Advisory
Montana
$228K +$259K +1,500 New
Empower Advisory Group
933
Empower Advisory Group
Colorado
$226K +$208K +1,205 New
QCIG
934
Quad-Cities Investment Group
Iowa
$226K +$208K +1,204 New
CTC
935
Central Trust Company
Missouri
$226K +$7.08K +41 +4%
PFA
936
Pure Financial Advisors
California
$225K -$14.8K -86 -7%
FLPIM
937
F.L. Putnam Investment Management
Massachusetts
$225K +$207K +1,197 New
HNB
938
Hilltop National Bank
Wyoming
$224K – – –
First Manhattan
939
First Manhattan
New York
$223K +$205K +1,190 New
CFGW
940
Chancellor Financial Group WB
Pennsylvania
$222K +$205K +1,185 New
VWA
941
Visionary Wealth Advisors
Illinois
$222K +$205K +1,185 New
AWM
942
Activest Wealth Management
Florida
$221K +$4.49K +26 +2%
LWL
943
Leo Wealth LLC
Texas
$220K -$40.2K -233 -17%
BDF
944
Black Diamond Financial
Maryland
$219K +$202K +1,170 New
CAM
945
Cidel Asset Management
Ontario, Canada
$219K +$202K +1,169 New
HTC
946
Haverford Trust Company
Pennsylvania
$218K +$200K +1,159 New
APWM
947
Argonautica Private Wealth Management
Massachusetts
$217K +$200K +1,158 New
GHA
948
GW Henssler & Associates
Georgia
$217K +$200K +1,157 New
WFA
949
WMG Financial Advisors
Tennessee
$217K +$200K +1,156 New
FMLI
950
Fukoku Mutual Life Insurance
Japan
$216K -$60.2K -349 -23%
36 37
38
39 40

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.