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Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

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

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1076
Hopwood Financial Services
Virginia
$30K
AP
1077
Atwood & Palmer
Missouri
$29.1K
GSWM
1078
Golden State Wealth Management
California
$28.7K -$19K -110 -42%
BWAM
1079
Boyd Watterson Asset Management
Ohio
$28.7K
TCOT
1080
Trust Company of Toledo
Ohio
$28.7K
QL
1081
Quarry LP
New York
$27.6K -$118K -681 -82%
CFB
1082
Cullen/Frost Bankers
Texas
$26.2K +$173 +1 +0.7%
SC
1083
Stance Capital
Massachusetts
$25.6K +$23.7K +137 New
BCWM
1084
Bartlett & Co Wealth Management
Ohio
$24.8K +$4.32K +25 +23%
PPC
1085
Park Place Capital
Alabama
$24.2K
WA
1086
WPG Advisers
Maryland
$24.2K
AA
1087
Ancora Advisors
Ohio
$24K
TWD
1088
True Wealth Design
Ohio
$23.2K +$16.6K +96 +343%
DSC
1089
Duncker Streett & Co
Missouri
$23.1K +$2.42K +14 +13%
AWM
1090
Abound Wealth Management
Tennessee
$22.9K +$173 +1 +0.8%
HFS
1091
Hughes Financial Services
Virginia
$22K
DWM
1092
Dogwood Wealth Management
Kansas
$21.4K +$10.5K +61 +115%
PWA
1093
Physician Wealth Advisors
Utah
$21K +$18.1K +105 +1,500%
CIA
1094
Cape Investment Advisory
Georgia
$20.7K -$2.42K -14 -11%
FC
1095
Fairscale Capital
New Hampshire
$20.6K
PFA
1096
Pathway Financial Advisers
Indiana
$20.5K +$19K +110 New
LSA
1097
Leonteq Securities AG
Switzerland
$20.5K -$44.9K -260 -70%
SHM
1098
Sagard Holdings Management
Ontario, Canada
$19.7K
WIM
1099
Westside Investment Management
California
$18.9K +$8.8K +51 +100%
WB
1100
Webster Bank
Connecticut
$18.8K -$17.3K -100 -50%