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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
–
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
976
State of Wyoming
Wyoming
$118K +$118K +711 New
OAM
977
Ostrum Asset Management
France
$117K -$379K -2,284 -76%
MA
978
Montag & Associates
Georgia
$117K – – –
HFS
979
Hantz Financial Services
Michigan
$109K +$109K +655 New
FFO
980
Fortitude Family Office
Arizona
$107K – – –
PPC
981
Park Place Capital
Alabama
$105K – – –
CWP
982
Concord Wealth Partners
Virginia
$105K – – –
UCB
983
United Community Bank
South Carolina
$103K – – –
CWC
984
Carolinas Wealth Consulting
North Carolina
$101K +$997 +6 +1%
FMII
985
Farmers & Merchants Investments Inc
Nebraska
$99.3K – – –
QC
986
Quent Capital
New York
$97.6K +$14.3K +86 +17%
CSC
987
Caldwell Sutter Capital
California
$92K +$1.16K +7 +1%
WCM
988
Westend Capital Management
California
$89.9K – – –
CPBTD
989
Central Pacific Bank - Trust Division
Hawaii
$89.4K – – –
RF
990
Rossby Financial
Florida
$87.5K +$87.5K +559 New
CCA
991
Catalyst Capital Advisors
New York
$87.5K +$27.2K +164 +45%
MTIC
992
Missouri Trust & Investment Company
Missouri
$87.4K – – –
AEPWM
993
Atlantic Edge Private Wealth Management
Florida
$87.2K -$74.7K -450 -46%
QL
994
Quarry LP
New York
$83.9K +$69.9K +421 +501%
PP
995
PFS Partners
New Jersey
$83K – – –
NB
996
NBT Bank
New York
$83K – – –
ZBNA
997
Zions Bancorporation, National Association
Utah
$80.7K +$80.7K +486 New
MSWM
998
Mowery & Schoenfeld Wealth Management
Illinois
$77.9K -$1.33K -8 -2%
WF
999
Wayfinding Financial
Washington
$76K +$76K +461 New
ABWM
1000
Alpine Bank Wealth Management
Colorado
$75.4K +$75.4K +454 New
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