SPG icon

Simon Property Group

1,197 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

0% less funds holding

Funds holding: 1,1991,197 (-2)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1051
Atlantic Union Bankshares
Virginia
$39.2K
C
1052
Covestor
United Kingdom
$39K
VNA
1053
Valley National Advisers
Pennsylvania
$39K
SL
1054
Salomon & Ludwin
Virginia
$38.9K
BGAI
1055
Bruce G. Allen Investments
Colorado
$36.2K
FWA
1056
Flagship Wealth Advisors
Massachusetts
$34.5K
NECFA
1057
New England Capital Financial Advisors
Connecticut
$33.7K
GKIM
1058
GW&K Investment Management
Massachusetts
$33K
CT
1059
Clearstead Trust
Maine
$31.9K
HFS
1060
Hopwood Financial Services
Virginia
$30K
AP
1061
Atwood & Palmer
Missouri
$29.1K
GSWM
1062
Golden State Wealth Management
California
$28.7K
TCOT
1063
Trust Company of Toledo
Ohio
$28.7K
BWAM
1064
Boyd Watterson Asset Management
Ohio
$28.7K
QL
1065
Quarry LP
New York
$27.6K
CFB
1066
Cullen/Frost Bankers
Texas
$26.2K
SC
1067
Stance Capital
Massachusetts
$25.6K
BCWM
1068
Bartlett & Co Wealth Management
Ohio
$24.8K
PPC
1069
Park Place Capital
Alabama
$24.2K
WA
1070
WPG Advisers
Maryland
$24.2K
AA
1071
Ancora Advisors
Ohio
$24K
TWD
1072
True Wealth Design
Ohio
$23.2K
DSC
1073
Duncker Streett & Co
Missouri
$23.1K
AWM
1074
Abound Wealth Management
Tennessee
$22.9K
HFS
1075
Hughes Financial Services
Virginia
$22K