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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
QC
1001
Quent Capital
New York
$97.6K +$15K +86 +17%
CSC
1002
Caldwell Sutter Capital
California
$92K +$1.22K +7 +1%
WCM
1003
Westend Capital Management
California
$89.9K
CPBTD
1004
Central Pacific Bank - Trust Division
Hawaii
$89.4K
RF
1005
Rossby Financial
Florida
$87.5K +$97.7K +559 New
CCA
1006
Catalyst Capital Advisors
New York
$87.5K +$28.7K +164 +45%
MTIC
1007
Missouri Trust & Investment Company
Missouri
$87.4K
AEPWM
1008
Atlantic Edge Private Wealth Management
Florida
$87.2K -$78.7K -450 -46%
QL
1009
Quarry LP
New York
$83.9K +$73.6K +421 +501%
NB
1010
NBT Bank
New York
$83K
PP
1011
PFS Partners
New Jersey
$83K
ZBNA
1012
Zions Bancorporation, National Association
Utah
$80.7K +$84.9K +486 New
MSWM
1013
Mowery & Schoenfeld Wealth Management
Illinois
$77.9K -$1.4K -8 -2%
WF
1014
Wayfinding Financial
Washington
$76K +$80.6K +461 New
ABWM
1015
Alpine Bank Wealth Management
Colorado
$75.4K +$79.4K +454 New
AGWCA
1016
Annis Gardner Whiting Capital Advisors
Florida
$74.1K -$2.62K -15 -3%
GIA
1017
GHP Investment Advisors
Colorado
$72.6K +$699 +4 +0.9%
GWM
1018
Graybill Wealth Management
Illinois
$72.2K +$76K +435 New
JEST
1019
JTC Employer Solutions Trustee
Jersey
$68K
FFC
1020
First Financial Corp
Indiana
$66.4K
TH
1021
TCTC Holdings
Texas
$63.9K +$32.5K +186 +93%
GBT
1022
Grove Bank & Trust
Florida
$63.3K +$46.5K +266 +231%
HI
1023
Hoey Investments
Pennsylvania
$62.3K
FPF
1024
First Pacific Financial
Washington
$61.4K +$10.1K +58 +19%
NA
1025
Nordwand Advisors
Pennsylvania
$57.5K

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.