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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
KCM
1076
Key Capital Management
Tennessee
$67K +$65.8K +362 New
GJIA
1077
Glass Jacobson Investment Advisors
Maryland
$65.7K
RFP
1078
Root Financial Partners
California
$63.7K +$1.82K +10 +3%
CAL
1079
Capital Advisors Ltd
Ohio
$63K
AIM
1080
Anchor Investment Management
South Carolina
$61.8K
CA
1081
Centerpoint Advisors
Massachusetts
$61K
FHA
1082
Flagship Harbor Advisors
Massachusetts
$60.4K +$59.2K +326 New
UCB
1083
United Community Bank
South Carolina
$60.3K -$1.09K -6 -2%
FC
1084
Fairscale Capital
New Hampshire
$60K +$38.9K +214 +195%
KA
1085
Kozak & Associates
Colorado
$59.3K +$727 +4 +1%
CT
1086
Colonial Trust
South Carolina
$58.7K -$363 -2 -0.6%
EWM
1087
Evolution Wealth Management
Florida
$58.7K
FFL
1088
Financial Freedom LLC
Ohio
$58.6K
DAM
1089
Delta Asset Management
Tennessee
$58.3K -$4.54K -25 -7%
IWP
1090
IAG Wealth Partners
Wisconsin
$58.3K
RAM
1091
Reflection Asset Management
South Carolina
$58.1K +$57K +314 New
APW
1092
Aventura Private Wealth
Florida
$57.9K -$1.64K -9 -3%
EDRH
1093
Edmond de Rothschild Holding
Switzerland
$57.4K
QL
1094
Quarry LP
New York
$57K +$29.2K +161 +110%
SFAM
1095
Sawyer Falduto Asset Management
Illinois
$56.8K +$55.8K +307 New
OPTFSNA
1096
Old Point Trust & Financial Services N A
Virginia
$55.5K
MC
1097
Muzinich & Co
New York
$55.3K -$78.5K -432 -59%
RFS
1098
Richardson Financial Services
Massachusetts
$54.1K +$5.45K +30 +11%
CP
1099
Camelot Portfolios
Ohio
$53.4K +$52.3K +288 New
BIA
1100
Bell Investment Advisors
California
$50K +$9.63K +53 +24%