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Simon Property Group
SPG

Overview Fund Activity

1,178 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
16%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
110
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$818M
2
Principal Financial Group
Principal Financial Group
Iowa
+$304M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$197M
4
RC
Resolution Capital
Australia
+$93.8M
5
Goldman Sachs
Goldman Sachs
New York
+$78.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$878M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$146M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$115M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$113M
5
Invesco
Invesco
Georgia
-$92.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1076
Trust Company
Kansas
$17.1K -$23.7K -143 -58%
MAS
1077
MPWM Advisory Solutions
Georgia
$16.8K +$167 +1 +1%
FGAM
1078
Financial Gravity Asset Management
Texas
$16.8K +$16.8K +101 New
DPW
1079
DiNuzzo Private Wealth
Pennsylvania
$16.6K – – –
PWA
1080
Provenance Wealth Advisors
Florida
$16.6K – – –
FUBT
1081
First United Bank & Trust
Maryland
$16.6K – – –
PCFFS
1082
Pacific Center for Financial Services
California
$16.4K – – –
NC
1083
NewSquare Capital
Pennsylvania
$14.8K +$11K +66 +287%
CAM
1084
Costello Asset Management
Pennsylvania
$14.4K +$3.99K +24 +38%
FMP
1085
Financial Management Professionals
Texas
$14.3K -$332 -2 -2%
HWM
1086
Hemington Wealth Management
Virginia
$14K – – –
GEA
1087
Glen Eagle Advisors
New Jersey
$13.3K – – –
MMCM
1088
Murphy & Mullick Capital Management
New York
$12.8K – – –
CFFP
1089
Center for Financial Planning
Michigan
$12.6K – – –
PWMG
1090
Private Wealth Management Group
New Jersey
$12.5K – – –
PFG
1091
Putney Financial Group
California
$12.5K – – –
HCM
1092
Hollencrest Capital Management
California
$12.2K – – –
WA
1093
Whipplewood Advisors
Colorado
$12.1K +$10.2K +395 +541%
WWM
1094
Wolff Wiese Magana
California
$11.8K – – –
BIA
1095
Bell Investment Advisors
California
$11.8K – – –
NEWAS
1096
N.E.W. Advisory Services
Wisconsin
$11.6K +$11.6K +70 New
HCP
1097
Hexagon Capital Partners
Arkansas
$11.5K +$167 +1 +1%
CJH
1098
Christopher J. Hasenberg
Wisconsin
$11.5K – – –
FNWA
1099
Financial Network Wealth Advisors
Utah
$11.5K +$7.97K +48 +229%
ACA
1100
Atlas Capital Advisors
Wyoming
$11.5K – – –
42 43
44
45 46