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Simon Property Group
SPG

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: 17 → 25 (+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: 1,209 → 1,219 (+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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.1B
2
Capital World Investors
Capital World Investors
California
+$449M
3
UBS Group
UBS Group
Switzerland
+$205M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$146M
5
Deutsche Bank
Deutsche Bank
Germany
+$112M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$165M
3
BlackRock
BlackRock
New York
-$127M
4
AIM
Artemis Investment Management
United Kingdom
-$100M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$89.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1051
Edmond de Rothschild Holding
Switzerland
$58.2K – – –
KA
1052
Kozak & Associates
Colorado
$57.4K +$518 +3 +1%
OPTFSNA
1053
Old Point Trust & Financial Services N A
Virginia
$56.3K – – –
RF
1054
Rossby Financial
Florida
$55.1K +$4.32K +25 +9%
RA
1055
Rise Advisors
New York
$52.6K +$1.73K +10 +4%
TC
1056
Trust Company
Kansas
$50.5K +$1.04K +6 +2%
SGK
1057
Steigerwald Gordon & Koch
Virginia
$49.9K +$45.9K +266 New
RFS
1058
Richardson Financial Services
Massachusetts
$49.2K +$15.2K +88 +51%
EB
1059
Eastern Bank
Massachusetts
$46.9K – – –
MCM
1060
MV Capital Management
Maryland
$46.5K +$691 +4 +2%
AT
1061
Arlington Trust
Alabama
$43.7K – – –
AF
1062
Advisornet Financial
Minnesota
$43.4K +$7.42K +43 +23%
DIP
1063
DT Investment Partners
Pennsylvania
$42.8K – – –
BFPW
1064
BOK Financial Private Wealth
Colorado
$42.6K – – –
BIA
1065
Bell Investment Advisors
California
$40.7K – – –
CHC
1066
City Holding Co
West Virginia
$40.2K +$36.9K +214 New
AUB
1067
Atlantic Union Bankshares
Virginia
$39.2K +$21.2K +123 +143%
C
1068
Covestor
United Kingdom
$39K -$3.11K -18 -8%
VNA
1069
Valley National Advisers
Pennsylvania
$39K +$518 +3 +1%
SL
1070
Salomon & Ludwin
Virginia
$38.9K +$36.3K +210 New
BGAI
1071
Bruce G. Allen Investments
Colorado
$36.2K – – –
FWA
1072
Flagship Wealth Advisors
Massachusetts
$34.5K – – –
NECFA
1073
New England Capital Financial Advisors
Connecticut
$33.7K +$345 +2 +1%
GKIM
1074
GW&K Investment Management
Massachusetts
$33K +$863 +5 +3%
CT
1075
Clearstead Trust
Maine
$31.9K -$16.6K -96 -36%
41 42
43
44 45

SPG Hedge Fund Activity: Q3 2025 in Review

1,219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2025, worth a combined $54.5B — up 16% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SPG positions and 104 closed out — a net gain of 24 holders — while 467 added to existing stakes and 413 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.1B. The largest seller was Cohen & Steers, cutting an estimated $285M.

  • 1,219 institutional investors held Simon Property Group (SPG) as of Q3 2025, up from 1,209 in Q2 2025.
  • Funds reported $54.5B of Simon Property Group stock for Q3 2025, up 16% quarter-over-quarter.
  • 128 funds opened new Simon Property Group positions in Q3 2025 and 104 closed out, a net change of +24 holders.
  • The largest Simon Property Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.1B added.
  • The largest Simon Property Group seller in Q3 2025 was Cohen & Steers, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2025.