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Simon Property Group

1,197 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

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

0% less funds holding

Funds holding: 1,1991,197 (-2)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1026
Root Financial Partners
California
$62.7K
UCB
1027
United Community Bank
South Carolina
$62.3K
CA
1028
Centerpoint Advisors
Massachusetts
$61K
APW
1029
Aventura Private Wealth
Florida
$60.5K
NMG
1030
New Millennium Group
Utah
$60.2K
EWM
1031
Evolution Wealth Management
Florida
$59.5K
FFL
1032
Financial Freedom LLC
Ohio
$59.4K
CT
1033
Colonial Trust
South Carolina
$59.4K
FPF
1034
First Pacific Financial
Washington
$59.2K
IWP
1035
IAG Wealth Partners
Wisconsin
$59.1K
EDRH
1036
Edmond de Rothschild Holding
Switzerland
$58.2K
KA
1037
Kozak & Associates
Colorado
$57.4K
OPTFSNA
1038
Old Point Trust & Financial Services N A
Virginia
$56.3K
RF
1039
Rossby Financial
Florida
$55.1K
RA
1040
Rise Advisors
New York
$52.6K
TC
1041
Trust Company
Kansas
$50.5K
SGK
1042
Steigerwald Gordon & Koch
Virginia
$49.9K
RFS
1043
Richardson Financial Services
Massachusetts
$49.2K
EB
1044
Eastern Bank
Massachusetts
$46.9K
AT
1045
Arlington Trust
Alabama
$43.7K
AF
1046
Advisornet Financial
Minnesota
$43.4K
DIP
1047
DT Investment Partners
Pennsylvania
$42.8K
BFPW
1048
BOK Financial Private Wealth
Colorado
$42.6K
BIA
1049
Bell Investment Advisors
California
$40.7K
CHC
1050
City Holding Co
West Virginia
$40.2K