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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.64%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Waddell & Associates
Tennessee
$204K +$201K +1,104 New
TPWA
1002
Twin Peaks Wealth Advisors
California
$204K +$189K +1,040 New
WA
1003
Wealth Alliance
New York
$204K -$451K -2,482 -69%
PFT
1004
Providence First Trust
Arizona
$203K +$199K +1,097 New
JC
1005
JB Capital
Connecticut
$201K -$6.18K -34 -3%
HIA
1006
Harbor Investment Advisory
Maryland
$201K +$6.9K +38 +4%
VCM
1007
Versant Capital Management
Arizona
$198K +$48.9K +269 +34%
CH
1008
Cromwell Holdings
Wyoming
$198K
TCM
1009
Triumph Capital Management
Colorado
$198K +$194K +1,067 New
TFM
1010
TFC Financial Management
Massachusetts
$195K
M
1011
MOTCO
Texas
$193K +$727 +4 +0.4%
CF
1012
Centaurus Financial
California
$191K +$45.4K +250 +32%
HFS
1013
Hantz Financial Services
Michigan
$187K +$23.8K +131 +15%
NFSG
1014
Newbridge Financial Services Group
Florida
$187K +$15.4K +85 +9%
VC
1015
Vestor Capital
Illinois
$185K +$285K +1,571 +157%
GWS
1016
Greykasell Wealth Strategies
California
$180K
UB
1017
UMB Bank
Missouri
$178K -$216K -1,191 -55%
AWM
1018
Activest Wealth Management
Florida
$175K -$42.1K -232 -20%
OL
1019
OneFund LLC
Florida
$173K +$9.99K +55 +6%
ESC
1020
Eurizon SLJ Capital
$165K +$162K +891 New
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$165K -$95.2K -524 -37%
EP
1022
Essential Partners
California
$163K +$3.09K +17 +2%
NMG
1023
New Millennium Group
Utah
$161K +$99.4K +547 +170%
OP
1024
ORG Partners
Indiana
$156K +$8.54K +47 +6%
ZBNA
1025
Zions Bancorporation, National Association
Utah
$155K +$36K +198 +31%