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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.64%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1051
Halbert Hargrove Global Advisors
California
$96.4K -$3.63K -20 -4%
WCM
1052
Westend Capital Management
California
$96.1K -$4K -22 -4%
AGWCA
1053
Annis Gardner Whiting Capital Advisors
Florida
$94K -$2.91K -16 -3%
CCA
1054
Catalyst Capital Advisors
New York
$93.5K -$66.1K -364 -42%
MTIC
1055
Missouri Trust & Investment Company
Missouri
$92.6K -$4.72K -26 -5%
NB
1056
NBT Bank
New York
$92.6K
OAM
1057
Ostrum Asset Management
France
$92K -$29.8K -164 -25%
BW
1058
Basepoint Wealth
Iowa
$91.1K +$89.4K +492 New
CSPIA
1059
Cary Street Partners Investment Advisory
Virginia
$90K +$727 +4 +0.8%
MSWM
1060
Mowery & Schoenfeld Wealth Management
Illinois
$86.8K
DE
1061
DV Equities
Illinois
$84.8K +$83.2K +458 New
GIA
1062
GHP Investment Advisors
Colorado
$83.4K +$727 +4 +0.9%
VR
1063
Vision Retirement
New Jersey
$82.5K +$81K +446 New
SOW
1064
State of Wyoming
Wyoming
$79.8K +$16.5K +91 +27%
JEST
1065
JTC Employer Solutions Trustee
Jersey
$76K
GWM
1066
Geneos Wealth Management
Colorado
$74.8K -$24.2K -133 -25%
FFC
1067
First Financial Corp
Indiana
$74K
EW
1068
Elyxium Wealth
California
$73.3K +$71.9K +396 New
ITIM
1069
Indiana Trust & Investment Management
Indiana
$72.2K
GBT
1070
Grove Bank & Trust
Florida
$71.3K
TH
1071
TCTC Holdings
Texas
$71.3K
AEPWM
1072
Atlantic Edge Private Wealth Management
Florida
$69.4K
CFD
1073
Creative Financial Designs
Indiana
$67.9K +$1.09K +6 +2%
WETS
1074
Wealth Enhancement Trust Services
South Dakota
$67.6K +$66.3K +365 New
BC
1075
Bayforest Capital
United Kingdom
$67K +$65.8K +362 New