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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
LAM
951
Longboard Asset Management
Arizona
$216K +$198K +1,149 New
ACP
952
Argyle Capital Partners
California
$215K +$198K +1,147 New
BWM
953
Biltmore Wealth Management
Arizona
$214K +$197K +1,139 New
NCM
954
NCM Capital Management
New Jersey
$212K +$195K +1,127 New
GWCM
955
Godshalk Welsh Capital Management
Pennsylvania
$211K -$69.1K -400 -26%
JSA
956
Jacobson & Schmitt Advisors
Wisconsin
$211K +$194K +1,125 New
LSPW
957
Lake Street Private Wealth
Illinois
$211K +$194K +1,124 New
APM
958
a16z Perennial Management
California
$211K +$194K +1,123 New
TBT
959
Texas Bank & Trust
Texas
$211K +$194K +1,122 New
NRC
960
New Republic Capital
North Carolina
$211K +$194K +1,122 New
JC
961
JB Capital
Connecticut
$210K +$194K +1,122 New
SA
962
Skyline Advisors
Washington
$209K +$192K +1,113 New
MFG
963
MidWestOne Financial Group
Iowa
$208K +$191K +1,109 New
WHG
964
Westwood Holdings Group
Texas
$205K +$189K +1,092 New
FFN
965
Focus Financial Network
Minnesota
$204K +$188K +1,088 New
CAG
966
Crestwood Advisors Group
Massachusetts
$201K +$185K +1,071 New
TWA
967
TCI Wealth Advisors
Arizona
$201K +$185K +1,069 New
CIC
968
Carnegie Investment Counsel
Ohio
$201K -$86.3K -500 -32%
BTWM
969
Brass Tax Wealth Management
Ohio
$200K +$184K +1,068 New
MGIA
970
Moneta Group Investment Advisors
Missouri
$200K +$184K +1,067 New
CH
971
Cromwell Holdings
Wyoming
$200K – – –
TFM
972
TFC Financial Management
Massachusetts
$198K – – –
HIA
973
Harbor Investment Advisory
Maryland
$197K -$18.1K -105 -9%
M
974
MOTCO
Texas
$195K -$2.42K -14 -1%
VC
975
Vestor Capital
Illinois
$188K +$117K +677 +210%
37 38
39
40 41

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.