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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 %
AGWCA
1001
Annis Gardner Whiting Capital Advisors
Florida
$74.1K -$2.49K -15 -3%
GIA
1002
GHP Investment Advisors
Colorado
$72.6K +$665 +4 +0.9%
GWM
1003
Graybill Wealth Management
Illinois
$72.2K +$72.2K +435 New
JEST
1004
JTC Employer Solutions Trustee
Jersey
$68K – – –
FFC
1005
First Financial Corp
Indiana
$66.4K – – –
TH
1006
TCTC Holdings
Texas
$63.9K +$30.9K +186 +93%
GBT
1007
Grove Bank & Trust
Florida
$63.3K +$44.2K +266 +231%
HI
1008
Hoey Investments
Pennsylvania
$62.3K – – –
FPF
1009
First Pacific Financial
Washington
$61.4K +$9.62K +58 +19%
NA
1010
Nordwand Advisors
Pennsylvania
$57.5K – – –
CWM
1011
Compass Wealth Management
Connecticut
$57.3K – – –
CAL
1012
Capital Advisors Ltd
Ohio
$57K – – –
DAM
1013
Delta Asset Management
Tennessee
$56.5K – – –
AIM
1014
Anchor Investment Management
South Carolina
$55.5K – – –
CA
1015
Centerpoint Advisors
Massachusetts
$54K – – –
IWP
1016
IAG Wealth Partners
Wisconsin
$52.3K – – –
FFL
1017
Financial Freedom LLC
Ohio
$51.9K +$665 +4 +1%
EDRH
1018
Edmond de Rothschild Holding
Switzerland
$51.5K – – –
SO
1019
Sierra Ocean
California
$50.6K -$999 -6 -2%
OPTFSNA
1020
Old Point Trust & Financial Services N A
Virginia
$49.8K – – –
SIC
1021
Salem Investment Counselors
North Carolina
$46.8K +$6.48K +39 +16%
WA
1022
WPG Advisers
Maryland
$46.8K +$12.3K +74 +36%
KA
1023
Kozak & Associates
Colorado
$46.4K +$599 +4 +1%
BFPW
1024
BOK Financial Private Wealth
Colorado
$44.5K +$5.32K +32 +14%
SFG
1025
Stonebridge Financial Group
Pennsylvania
$44.3K +$498 +3 +1%
39 40
41
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