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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
GAM
1026
Generali Asset Management
Italy
$73.6K
ITIM
1027
Indiana Trust & Investment Management
Indiana
$73.2K
GBT
1028
Grove Bank & Trust
Florida
$72.3K -$3.97K -23 -6%
TH
1029
TCTC Holdings
Texas
$72.3K
AAS
1030
Ameritas Advisory Services
Nebraska
$72.2K -$85.3K -494 -56%
AEPWM
1031
Atlantic Edge Private Wealth Management
Florida
$70.4K
HI
1032
Hoey Investments
Pennsylvania
$70.4K
SIC
1033
Salem Investment Counselors
North Carolina
$70K +$31.1K +180 +93%
CFD
1034
Creative Financial Designs
Indiana
$67.7K -$281K -1,626 -82%
GJIA
1035
Glass Jacobson Investment Advisors
Maryland
$66.6K
KFI
1036
Key Financial Inc
Pennsylvania
$66.3K +$17.6K +102 +40%
CAL
1037
Capital Advisors Ltd
Ohio
$64K
DAM
1038
Delta Asset Management
Tennessee
$63.8K
SOW
1039
State of Wyoming
Wyoming
$63.8K +$2.07K +12 +4%
AIM
1040
Anchor Investment Management
South Carolina
$62.7K
RFP
1041
Root Financial Partners
California
$62.7K +$57.7K +334 New
UCB
1042
United Community Bank
South Carolina
$62.3K -$50.1K -290 -47%
CA
1043
Centerpoint Advisors
Massachusetts
$61K
APW
1044
Aventura Private Wealth
Florida
$60.5K +$11K +64 +25%
NMG
1045
New Millennium Group
Utah
$60.2K +$55.4K +321 New
EWM
1046
Evolution Wealth Management
Florida
$59.5K
FFL
1047
Financial Freedom LLC
Ohio
$59.4K -$173 -1 -0.3%
CT
1048
Colonial Trust
South Carolina
$59.4K +$11.2K +65 +26%
FPF
1049
First Pacific Financial
Washington
$59.2K +$691 +4 +1%
IWP
1050
IAG Wealth Partners
Wisconsin
$59.1K