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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
CoreCap Advisors
Michigan
$109K -$27K -171 -20%
MYIA
1002
Mount Yale Investment Advisors
Colorado
$104K +$103K +649 New
FFO
1003
Fortitude Family Office
Arizona
$104K
CWP
1004
Concord Wealth Partners
Virginia
$102K
UCB
1005
United Community Bank
South Carolina
$100K
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94.7K +$89.4K +566 +2,461%
CSC
1007
Caldwell Sutter Capital
California
$94.5K +$5.37K +34 +6%
FMII
1008
Farmers & Merchants Investments Inc
Nebraska
$91.3K -$4.74K -30 -5%
PP
1009
PFS Partners
New Jersey
$91.3K +$10.7K +68 +14%
WCM
1010
Westend Capital Management
California
$87K
CPBTD
1011
Central Pacific Bank - Trust Division
Hawaii
$86.5K
MTIC
1012
Missouri Trust & Investment Company
Missouri
$84.6K
ZBNA
1013
Zions Bancorporation, National Association
Utah
$83.4K +$5.21K +33 +7%
NB
1014
NBT Bank
New York
$80.4K
IIM
1015
Intact Investment Management
Quebec, Canada
$80.4K +$79K +500 New
AGWCA
1016
Annis Gardner Whiting Capital Advisors
Florida
$79.1K +$7.27K +46 +10%
VC
1017
Vestor Capital
Illinois
$78K -$107K -677 -68%
MSWM
1018
Mowery & Schoenfeld Wealth Management
Illinois
$75.4K
CSPIA
1019
Cary Street Partners Investment Advisory
Virginia
$74.8K +$73.5K +465 New
GIA
1020
GHP Investment Advisors
Colorado
$71K +$790 +5 +1%
JEST
1021
JTC Employer Solutions Trustee
Jersey
$66K
GBT
1022
Grove Bank & Trust
Florida
$65.6K +$4.27K +27 +7%
FFC
1023
First Financial Corp
Indiana
$64.3K
GAM
1024
Generali Asset Management
Italy
$63K -$934K -5,913 -94%
ITIM
1025
Indiana Trust & Investment Management
Indiana
$62.7K +$19.8K +125 +47%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.