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Simon Property Group

1,257 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$398M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1051
Indiana Trust & Investment Management
Indiana
$72.2K
TH
1052
TCTC Holdings
Texas
$71.3K
GBT
1053
Grove Bank & Trust
Florida
$71.3K
AEPWM
1054
Atlantic Edge Private Wealth Management
Florida
$69.4K
CFD
1055
Creative Financial Designs
Indiana
$67.9K
WETS
1056
Wealth Enhancement Trust Services
South Dakota
$67.6K
KCM
1057
Key Capital Management
Tennessee
$67K
BC
1058
Bayforest Capital
United Kingdom
$67K
GJIA
1059
Glass Jacobson Investment Advisors
Maryland
$65.7K
RFP
1060
Root Financial Partners
California
$63.7K
CAL
1061
Capital Advisors Ltd
Ohio
$63K
CA
1062
Centerpoint Advisors
Massachusetts
$61K
FHA
1063
Flagship Harbor Advisors
Massachusetts
$60.4K
UCB
1064
United Community Bank
South Carolina
$60.3K
FC
1065
Fairscale Capital
New Hampshire
$60K
KA
1066
Kozak & Associates
Colorado
$59.3K
CT
1067
Colonial Trust
South Carolina
$58.7K
EWM
1068
Evolution Wealth Management
Florida
$58.7K
FFL
1069
Financial Freedom LLC
Ohio
$58.6K
DAM
1070
Delta Asset Management
Tennessee
$58.3K
IWP
1071
IAG Wealth Partners
Wisconsin
$58.3K
APW
1072
Aventura Private Wealth
Florida
$57.9K
EDRH
1073
Edmond de Rothschild Holding
Switzerland
$57.4K
QL
1074
Quarry LP
New York
$57K
SFAM
1075
Sawyer Falduto Asset Management
Illinois
$56.8K