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Simon Property Group

1,198 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

0% less funds holding

Funds holding: 1,1991,198 (-1)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1001
Geneos Wealth Management
Colorado
$101K
APM
1002
Advanced Portfolio Management
New York
$99.8K
FHC
1003
First Horizon Corporation
Tennessee
$99.5K
MTIC
1004
Missouri Trust & Investment Company
Missouri
$98.7K
AGWCA
1005
Annis Gardner Whiting Capital Advisors
Florida
$98.3K
NB
1006
NBT Bank
New York
$93.8K
CSPIA
1007
Cary Street Partners Investment Advisory
Virginia
$90.5K
MSWM
1008
Mowery & Schoenfeld Wealth Management
Illinois
$88K
GIA
1009
GHP Investment Advisors
Colorado
$83.7K
JEST
1010
JTC Employer Solutions Trustee
Jersey
$77K
FFC
1011
First Financial Corp
Indiana
$75.1K
GAM
1012
Generali Asset Management
Italy
$73.6K
ITIM
1013
Indiana Trust & Investment Management
Indiana
$73.2K
GBT
1014
Grove Bank & Trust
Florida
$72.3K
TH
1015
TCTC Holdings
Texas
$72.3K
AAS
1016
Ameritas Advisory Services
Nebraska
$72.2K
AEPWM
1017
Atlantic Edge Private Wealth Management
Florida
$70.4K
HI
1018
Hoey Investments
Pennsylvania
$70.4K
SIC
1019
Salem Investment Counselors
North Carolina
$70K
CFD
1020
Creative Financial Designs
Indiana
$67.7K
GJIA
1021
Glass Jacobson Investment Advisors
Maryland
$66.6K
KFI
1022
Key Financial Inc
Pennsylvania
$66.3K
CAL
1023
Capital Advisors Ltd
Ohio
$64K
DAM
1024
Delta Asset Management
Tennessee
$63.8K
SOW
1025
State of Wyoming
Wyoming
$63.8K