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Simon Property Group

1,257 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$398M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
1076
Old Point Trust & Financial Services N A
Virginia
$55.5K
MC
1077
Muzinich & Co
New York
$55.3K
RFS
1078
Richardson Financial Services
Massachusetts
$54.1K
CP
1079
Camelot Portfolios
Ohio
$53.4K
BIA
1080
Bell Investment Advisors
California
$50K
TC
1081
Trust Company
Kansas
$49.6K
SGK
1082
Steigerwald Gordon & Koch
Virginia
$49.2K
KFI
1083
Key Financial Inc
Pennsylvania
$47.6K
CFB
1084
Cullen/Frost Bankers
Texas
$46.5K
EB
1085
Eastern Bank
Massachusetts
$46.3K
MCM
1086
MV Capital Management
Maryland
$46.3K
AF
1087
Advisornet Financial
Minnesota
$42.9K
DIP
1088
DT Investment Partners
Pennsylvania
$42.2K
BFPW
1089
BOK Financial Private Wealth
Colorado
$42K
TF
1090
Tompkins Financial
New York
$41.6K
SL
1091
Salomon & Ludwin
Virginia
$38.5K
VNA
1092
Valley National Advisers
Pennsylvania
$38K
FIA
1093
FNY Investment Advisers
New York
$37K
BGAI
1094
Bruce G. Allen Investments
Colorado
$35.7K
AUB
1095
Atlantic Union Bankshares
Virginia
$35K
FWA
1096
Flagship Wealth Advisors
Massachusetts
$34.1K
NECFA
1097
New England Capital Financial Advisors
Connecticut
$33.6K
GKIM
1098
GW&K Investment Management
Massachusetts
$33K
PPL
1099
Planning Project LLC
Texas
$29.6K
WAG
1100
Wilkerson Advisory Group
Missouri
$29.2K