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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
MNBTD
951
Moody National Bank Trust Division
Texas
$212K -$12.3K -78 -6%
PSP
952
Principal Street Partners
Tennessee
$212K +$208K +1,316 New
USCWA
953
U.S. Capital Wealth Advisors
Texas
$210K -$790 -5 -0.4%
FFA
954
First Foundation Advisors
California
$210K
CP
955
Canopy Partners
Ohio
$209K +$1.11K +7 +0.5%
SN
956
Sittner & Nelson
Oregon
$208K
PFA
957
Pure Financial Advisors
California
$207K +$203K +1,285 New
RI
958
Ridgewood Investments
New Jersey
$206K
LCM
959
Logan Capital Management
Pennsylvania
$205K
WANY
960
Wealthspire Advisors (New York)
New York
$204K +$201K +1,271 New
EWM
961
EPG Wealth Management
Georgia
$202K
SFG
962
Socha Financial Group
New York
$201K -$79K -500 -29%
MGP
963
M&G plc
United Kingdom
$199K -$160K -1,011 -45%
HNB
964
Hilltop National Bank
Wyoming
$192K +$188K +1,193 New
CTC
965
Central Trust Company
Missouri
$187K
HIA
966
Harbor Investment Advisory
Maryland
$185K -$23.5K -149 -11%
AWM
967
Activest Wealth Management
Florida
$185K -$1.11K -7 -0.6%
CF
968
Centaurus Financial
California
$181K +$26.1K +165 +17%
AAP
969
Arax Advisory Partners
Colorado
$177K +$30.3K +192 +23%
TIM
970
Thompson Investment Management
Wisconsin
$176K
M
971
MOTCO
Texas
$172K -$5.37K -34 -3%
CH
972
Cromwell Holdings
Wyoming
$172K +$6K +38 +4%
TFM
973
TFC Financial Management
Massachusetts
$170K -$316 -2 -0.2%
GXJ
974
Global X Japan
Japan
$167K +$34.4K +218 +27%
TPWA
975
Twin Peaks Wealth Advisors
California
$162K +$151K +955 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.