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Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

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

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1001
Montag & Associates
Georgia
$135K +$3.11K +18 +3%
CAL
1002
Capital Analysts LLC
Pennsylvania
$134K -$345 -2 -0.3%
CA
1003
CoreCap Advisors
Michigan
$132K +$4.32K +25 +4%
OAM
1004
Ostrum Asset Management
France
$124K -$3.8K -22 -3%
FFO
1005
Fortitude Family Office
Arizona
$121K
ZBNA
1006
Zions Bancorporation, National Association
Utah
$120K +$20.4K +118 +23%
CWP
1007
Concord Wealth Partners
Virginia
$119K
SP
1008
Saranac Partners
$108K +$99.3K +575 New
CSC
1009
Caldwell Sutter Capital
California
$108K -$2.59K -15 -3%
PP
1010
PFS Partners
New Jersey
$107K +$173 +1 +0.2%
FMII
1011
Farmers & Merchants Investments Inc
Nebraska
$102K -$4.32K -25 -4%
WCM
1012
Westend Capital Management
California
$102K
HHGA
1013
Halbert Hargrove Global Advisors
California
$102K +$93.4K +541 New
CPBTD
1014
Central Pacific Bank - Trust Division
Hawaii
$101K
GWM
1015
Geneos Wealth Management
Colorado
$101K -$156K -904 -63%
APM
1016
Advanced Portfolio Management
New York
$99.8K +$91.8K +532 New
FHC
1017
First Horizon Corporation
Tennessee
$99.5K +$91.5K +530 New
MTIC
1018
Missouri Trust & Investment Company
Missouri
$98.7K
AGWCA
1019
Annis Gardner Whiting Capital Advisors
Florida
$98.3K +$5.52K +32 +7%
NB
1020
NBT Bank
New York
$93.8K
CSPIA
1021
Cary Street Partners Investment Advisory
Virginia
$90.5K +$2.94K +17 +4%
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$88K
GIA
1023
GHP Investment Advisors
Colorado
$83.7K +$691 +4 +0.9%
JEST
1024
JTC Employer Solutions Trustee
Jersey
$77K
FFC
1025
First Financial Corp
Indiana
$75.1K