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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
976
CoreCap Advisors
Michigan
$141K -$9.79K -56 -6%
NFSG
977
Newbridge Financial Services Group
Florida
$140K -$107K -612 -42%
AAP
978
Arax Advisory Partners
Colorado
$137K -$64.7K -370 -31%
AF
979
Atala Financial
California
$136K
SCM
980
Silvant Capital Management
Georgia
$136K
GXJ
981
Global X Japan
Japan
$136K +$28.5K +163 +25%
SIM
982
Sentry Investment Management
Wisconsin
$135K -$49.3K -282 -23%
CFO
983
CVA Family Office
Colorado
$131K -$14.3K -82 -9%
MHR
984
Matthew Hamilton Rosenberg
$128K -$9.44K -54 -7%
YDMI
985
Y.D. More Investments
Israel
$127K -$23.9K -137 -15%
HI
986
Harbour Investments
Wisconsin
$127K +$3.5K +20 +3%
OP
987
ORG Partners
Indiana
$123K -$466K -2,665 -78%
MC
988
Muzinich & Co
New York
$121K
CAL
989
Capital Analysts LLC
Pennsylvania
$121K +$2.45K +14 +2%
TSMHT
990
Thurston Springer Miller Herd & Titak
Indiana
$120K +$36.7K +210 +41%
SOW
991
State of Wyoming
Wyoming
$118K +$124K +711 New
OAM
992
Ostrum Asset Management
France
$117K -$399K -2,284 -76%
MA
993
Montag & Associates
Georgia
$117K
HFS
994
Hantz Financial Services
Michigan
$109K +$114K +655 New
FFO
995
Fortitude Family Office
Arizona
$107K
PPC
996
Park Place Capital
Alabama
$105K
CWP
997
Concord Wealth Partners
Virginia
$105K
UCB
998
United Community Bank
South Carolina
$103K
CWC
999
Carolinas Wealth Consulting
North Carolina
$101K +$1.05K +6 +1%
FMII
1000
Farmers & Merchants Investments Inc
Nebraska
$99.3K

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.