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Simon Property Group
SPG

Overview Fund Activity

1,177 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
–
Holders Change %
0%
% of All Funds
15.99%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
109
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1051
Hopwood Financial Services
Virginia
$26.6K – – –
CT
1052
Clearstead Trust
Maine
$26.2K – – –
PSFG
1053
Park Square Financial Group
Georgia
$25.9K +$13.5K +81 +108%
AP
1054
Atwood & Palmer
Missouri
$25.7K – – –
BWAM
1055
Boyd Watterson Asset Management
Ohio
$25.4K – – –
GKIM
1056
GW&K Investment Management
Massachusetts
$25K -$327 -2 -1%
WPA
1057
West Paces Advisors
Georgia
$22.9K – – –
SC
1058
SouthState Corp
Florida
$22.9K +$18.4K +111 +411%
HFS
1059
Hughes Financial Services
Virginia
$22.1K +$22.1K +133 New
CA
1060
Clearstead Advisors
Ohio
$21.9K -$88.4K -532 -80%
RTC
1061
Riverview Trust Company
Washington
$21.4K -$996 -6 -4%
SCB
1062
Saudi Central Bank
Saudi Arabia
$21.3K +$21.3K +128 New
GFPC
1063
Global Financial Private Client
Florida
$21.1K – – –
AWM
1064
Abound Wealth Management
Tennessee
$20.8K -$166 -1 -0.8%
TWD
1065
True Wealth Design
Ohio
$20.7K +$6.63K +40 +47%
CIA
1066
Cape Investment Advisory
Georgia
$20.5K +$18.1K +109 +779%
CIAM
1067
Caitong International Asset Management
Hong Kong
$19.8K +$19.8K +119 New
WTA
1068
Washington Trust Advisors
Massachusetts
$18.6K -$332 -2 -2%
FC
1069
Fairscale Capital
New Hampshire
$18.3K – – –
DSC
1070
Duncker Streett & Co
Missouri
$18.1K – – –
RAM
1071
Riggs Asset Management
Pennsylvania
$18.1K – – –
BCWM
1072
Bartlett & Co Wealth Management
Ohio
$17.9K +$166 +1 +0.9%
ADL
1073
Asset Dedication LLC
California
$17.4K -$166 -1 -0.9%
GIS
1074
Grayhawk Investment Strategies
Alberta, Canada
$17.4K – – –
TC
1075
Trust Company
Kansas
$17.1K -$23.7K -143 -58%
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43
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