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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
TH
1026
TCTC Holdings
Texas
$61.9K
AEPWM
1027
Atlantic Edge Private Wealth Management
Florida
$60.3K -$23.7K -150 -29%
HI
1028
Hoey Investments
Pennsylvania
$60.3K
LSA
1029
Leonteq Securities AG
Switzerland
$59.3K +$5.53K +35 +10%
GJIA
1030
Glass Jacobson Investment Advisors
Maryland
$57.1K -$361K -2,287 -87%
CAL
1031
Capital Advisors Ltd
Ohio
$55K -$316 -2 -0.6%
DAM
1032
Delta Asset Management
Tennessee
$54.7K
AIM
1033
Anchor Investment Management
South Carolina
$53.7K
CA
1034
Centerpoint Advisors
Massachusetts
$53K
SOW
1035
State of Wyoming
Wyoming
$52.7K -$60.5K -383 -54%
KA
1036
Kozak & Associates
Colorado
$51.1K +$632 +4 +1%
EWM
1037
Evolution Wealth Management
Florida
$51K +$50.1K +317 New
FFL
1038
Financial Freedom LLC
Ohio
$50.9K +$790 +5 +2%
IWP
1039
IAG Wealth Partners
Wisconsin
$50.6K
FPF
1040
First Pacific Financial
Washington
$50.2K -$9.16K -58 -16%
SO
1041
Sierra Ocean
California
$50K +$948 +6 +2%
EDRH
1042
Edmond de Rothschild Holding
Switzerland
$49.8K
OPTFSNA
1043
Old Point Trust & Financial Services N A
Virginia
$48.2K
CM
1044
Capula Management
Cayman Islands
$44.5K +$43.8K +277 New
RF
1045
Rossby Financial
Florida
$43.7K -$45.3K -287 -51%
RA
1046
Rise Advisors
New York
$43.5K +$948 +6 +2%
CT
1047
Clearstead Trust
Maine
$42.8K +$17.1K +108 +68%
GSWM
1048
Golden State Wealth Management
California
$42.3K
TC
1049
Trust Company
Kansas
$42.3K +$25.3K +160 +155%
APW
1050
Aventura Private Wealth
Florida
$41.5K -$330K -2,089 -89%

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.