We are live on ! Find out more
SPG icon

Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1076
Hopwood Financial Services
Virginia
$25.7K
AP
1077
Atwood & Palmer
Missouri
$24.9K
BWAM
1078
Boyd Watterson Asset Management
Ohio
$24.6K
TCOT
1079
Trust Company of Toledo
Ohio
$24.6K +$24.2K +153 New
CFB
1080
Cullen/Frost Bankers
Texas
$22.4K +$17.5K +111 +396%
PPC
1081
Park Place Capital
Alabama
$21.2K -$79.8K -505 -80%
WA
1082
WPG Advisers
Maryland
$20.7K -$24.2K -153 -54%
NC
1083
NewSquare Capital
Pennsylvania
$20.6K +$6.16K +39 +44%
AA
1084
Ancora Advisors
Ohio
$20.6K +$20.2K +128 New
WTA
1085
Washington Trust Advisors
Massachusetts
$20.3K +$2.21K +14 +13%
HFS
1086
Hughes Financial Services
Virginia
$20.1K -$2.05K -13 -10%
CIA
1087
Cape Investment Advisory
Georgia
$20K +$158 +1 +0.8%
AWM
1088
Abound Wealth Management
Tennessee
$19.5K -$632 -4 -3%
WOSD
1089
WFA of San Diego
California
$19K +$18.6K +118 New
FC
1090
Fairscale Capital
New Hampshire
$18K
DSC
1091
Duncker Streett & Co
Missouri
$17.5K
RAM
1092
Riggs Asset Management
Pennsylvania
$17.5K
BCWM
1093
Bartlett & Co Wealth Management
Ohio
$17.2K -$158 -1 -0.9%
SHM
1094
Sagard Holdings Management
Ontario, Canada
$16.9K +$16.6K +105 New
MAS
1095
MPWM Advisory Solutions
Georgia
$16.5K +$316 +2 +2%
FGC
1096
Financial Gravity Companies
Texas
$16.2K +$16K +101 New
DPW
1097
DiNuzzo Private Wealth
Pennsylvania
$16.1K
FUBT
1098
First United Bank & Trust
Maryland
$16.1K
LAM
1099
LOM Asset Management
$16K +$15.8K +100 New
PCFFS
1100
Pacific Center for Financial Services
California
$15.9K

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.