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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
AT
1051
Arlington Trust
Alabama
$38.7K
A
1052
AlphaQuest
New York
$38.5K -$1.11M -6,333 -96%
DIP
1053
DT Investment Partners
Pennsylvania
$37.9K
BCMLT
1054
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K +$350 +2 +0.9%
AF
1055
Advisornet Financial
Minnesota
$36.2K +$16.6K +95 +77%
C
1056
Covestor
United Kingdom
$35K +$7.87K +45 +27%
KIM
1057
Kestra Investment Management
Texas
$34K +$13.5K +77 +60%
WB
1058
Webster Bank
Connecticut
$33.2K
VNA
1059
Valley National Advisers
Pennsylvania
$33K +$175 +1 +0.5%
CA
1060
Continuum Advisory
Idaho
$32.1K +$27.3K +156 +422%
BGAI
1061
Bruce G. Allen Investments
Colorado
$30.1K -$5.59K -32 -15%
CDDEC
1062
Caisse Des Depots Et Consignations
France
$29.6K
NECFA
1063
New England Capital Financial Advisors
Connecticut
$29.1K +$350 +2 +1%
RFS
1064
Richardson Financial Services
Massachusetts
$28.4K +$19.4K +111 +185%
CT
1065
Colonial Trust
South Carolina
$27.9K -$6.82K -39 -19%
BBHC
1066
Brown Brothers Harriman & Co
New York
$26.7K -$699 -4 -2%
HFS
1067
Hopwood Financial Services
Virginia
$26.6K
CT
1068
Clearstead Trust
Maine
$26.2K
PSFG
1069
Park Square Financial Group
Georgia
$25.9K +$14.2K +81 +108%
AP
1070
Atwood & Palmer
Missouri
$25.7K
BWAM
1071
Boyd Watterson Asset Management
Ohio
$25.4K
GKIM
1072
GW&K Investment Management
Massachusetts
$25K -$350 -2 -1%
WPA
1073
West Paces Advisors
Georgia
$22.9K
SC
1074
SouthState Corp
Florida
$22.9K +$19.4K +111 +411%
HFS
1075
Hughes Financial Services
Virginia
$22.1K +$23.2K +133 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.