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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
CWM
1026
Compass Wealth Management
Connecticut
$57.3K
CAL
1027
Capital Advisors Ltd
Ohio
$57K
DAM
1028
Delta Asset Management
Tennessee
$56.5K
LSA
1029
Leonteq Securities AG
Switzerland
$55.5K +$53.1K +304 +1,013%
AIM
1030
Anchor Investment Management
South Carolina
$55.5K
CA
1031
Centerpoint Advisors
Massachusetts
$54K
IWP
1032
IAG Wealth Partners
Wisconsin
$52.3K
FFL
1033
Financial Freedom LLC
Ohio
$51.9K +$699 +4 +1%
EDRH
1034
Edmond de Rothschild Holding
Switzerland
$51.5K
SO
1035
Sierra Ocean
California
$50.6K -$1.05K -6 -2%
OPTFSNA
1036
Old Point Trust & Financial Services N A
Virginia
$49.8K
SIC
1037
Salem Investment Counselors
North Carolina
$46.8K +$6.82K +39 +16%
WA
1038
WPG Advisers
Maryland
$46.8K +$12.9K +74 +36%
KA
1039
Kozak & Associates
Colorado
$46.4K +$699 +4 +1%
BFPW
1040
BOK Financial Private Wealth
Colorado
$44.5K +$5.59K +32 +14%
SFGP
1041
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$44.3K +$524 +3 +1%
ITIM
1042
Indiana Trust & Investment Management
Indiana
$44K
RA
1043
Rise Advisors
New York
$43.9K -$4.54K -26 -9%
GSWM
1044
Golden State Wealth Management
California
$43.7K
KFI
1045
Key Financial Inc
Pennsylvania
$42.4K
EB
1046
Eastern Bank
Massachusetts
$41.5K
TCPG
1047
Trivant Custom Portfolio Group
California
$41.5K
PA
1048
PSI Advisors
Florida
$40.5K
MCM
1049
MV Capital Management
Maryland
$40.2K
AIP
1050
Arrowpoint Investment Partners
Singapore
$39.2K +$41.3K +236 New

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.