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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
KFI
1051
Key Financial Inc
Pennsylvania
$41K
CT
1052
Colonial Trust
South Carolina
$40.7K +$13.1K +83 +49%
EB
1053
Eastern Bank
Massachusetts
$40.2K
MCM
1054
MV Capital Management
Maryland
$39.2K +$316 +2 +0.8%
AT
1055
Arlington Trust
Alabama
$37.5K
DIP
1056
DT Investment Partners
Pennsylvania
$36.7K
BFPW
1057
BOK Financial Private Wealth
Colorado
$36.5K -$6.48K -41 -15%
C
1058
Covestor
United Kingdom
$36K +$2.21K +14 +7%
BIA
1059
Bell Investment Advisors
California
$34.9K +$23.1K +146 +206%
SSG
1060
Summit Securities Group
New York
$33.3K +$32.5K +206 +20,600%
EP
1061
Essential Partners
California
$32.5K +$31.9K +202 New
WB
1062
Webster Bank
Connecticut
$32.2K
VNA
1063
Valley National Advisers
Pennsylvania
$32K +$316 +2 +1%
SIC
1064
Salem Investment Counselors
North Carolina
$31K -$14.1K -89 -32%
BGAI
1065
Bruce G. Allen Investments
Colorado
$31K +$1.9K +12 +7%
AF
1066
Advisornet Financial
Minnesota
$30.2K -$4.74K -30 -14%
VWA
1067
VSM Wealth Advisory
Maryland
$29.7K +$29.2K +185 New
SVCP
1068
Silicon Valley Capital Partners
California
$29.6K +$29.1K +184 New
FWA
1069
Flagship Wealth Advisors
Massachusetts
$29.6K +$29.1K +184 New
RFS
1070
Richardson Financial Services
Massachusetts
$28.6K +$474 +3 +2%
NECFA
1071
New England Capital Financial Advisors
Connecticut
$28.5K +$474 +3 +2%
BCMLT
1072
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.3K -$7.43K -47 -21%
CIAM
1073
Caitong International Asset Management
Hong Kong
$27.5K +$8.22K +52 +44%
GKIM
1074
GW&K Investment Management
Massachusetts
$27K +$2.53K +16 +10%
PSFG
1075
Park Square Financial Group
Georgia
$26.4K +$1.26K +8 +5%

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.