We are live on ! Find out more
SPG icon

Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1076
Clearstead Advisors
Ohio
$21.9K -$93K -532 -80%
RTC
1077
Riverview Trust Company
Washington
$21.4K -$1.05K -6 -4%
SCB
1078
Saudi Central Bank
Saudi Arabia
$21.3K +$22.4K +128 New
GFPC
1079
Global Financial Private Client
Florida
$21.1K
AWM
1080
Abound Wealth Management
Tennessee
$20.8K -$175 -1 -0.8%
TWD
1081
True Wealth Design
Ohio
$20.7K +$6.99K +40 +47%
CIA
1082
Cape Investment Advisory
Georgia
$20.5K +$19.1K +109 +779%
CIAM
1083
Caitong International Asset Management
Hong Kong
$19.8K +$20.8K +119 New
WTA
1084
Washington Trust Advisors
Massachusetts
$18.6K -$350 -2 -2%
FC
1085
Fairscale Capital
New Hampshire
$18.3K
DSC
1086
Duncker Streett & Co
Missouri
$18.1K
RAM
1087
Riggs Asset Management
Pennsylvania
$18.1K
BCWM
1088
Bartlett & Co Wealth Management
Ohio
$17.9K +$175 +1 +0.9%
ADL
1089
Asset Dedication LLC
California
$17.4K -$175 -1 -0.9%
GIS
1090
Grayhawk Investment Strategies
Alberta, Canada
$17.4K
TC
1091
Trust Company
Kansas
$17.1K -$25K -143 -58%
MAS
1092
MPWM Advisory Solutions
Georgia
$16.8K +$175 +1 +1%
FGAM
1093
Financial Gravity Asset Management
Texas
$16.8K +$17.7K +101 New
DPW
1094
DiNuzzo Private Wealth
Pennsylvania
$16.6K
FUBT
1095
First United Bank & Trust
Maryland
$16.6K
PWA
1096
Provenance Wealth Advisors
Florida
$16.6K
PCFFS
1097
Pacific Center for Financial Services
California
$16.4K
NC
1098
NewSquare Capital
Pennsylvania
$14.8K +$11.5K +66 +287%
CAM
1099
Costello Asset Management
Pennsylvania
$14.4K +$4.2K +24 +38%
FMP
1100
Financial Management Professionals
Texas
$14.3K -$350 -2 -2%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.