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Simon Property Group

1,197 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

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

0% less funds holding

Funds holding: 1,1991,197 (-2)

0.52% less ownership

Funds ownership: 89.09%88.57% (-0.52%)

Holders
1,197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1076
Dogwood Wealth Management
Kansas
$21.4K
PWA
1077
Physician Wealth Advisors
Utah
$21K
CIA
1078
Cape Investment Advisory
Georgia
$20.7K
FC
1079
Fairscale Capital
New Hampshire
$20.6K
PFA
1080
Pathway Financial Advisers
Indiana
$20.5K
SHM
1081
Sagard Holdings Management
Ontario, Canada
$19.7K
WIM
1082
Westside Investment Management
California
$18.9K
WB
1083
Webster Bank
Connecticut
$18.8K
FUBT
1084
First United Bank & Trust
Maryland
$18.8K
PCFFS
1085
Pacific Center for Financial Services
California
$18.6K
FMP
1086
Financial Management Professionals
Texas
$18.2K
DPW
1087
DiNuzzo Private Wealth
Pennsylvania
$18.1K
HWM
1088
Hemington Wealth Management
Virginia
$18K
JWM
1089
JPL Wealth Management
Colorado
$16.7K
PSFG
1090
Park Square Financial Group
Georgia
$15K
PB
1091
Pinnacle Bancorp
Nebraska
$15K
GEA
1092
Glen Eagle Advisors
New Jersey
$15K
IW
1093
Imprint Wealth
South Carolina
$15K
BDPWM
1094
Barnes Dennig Private Wealth Management
Ohio
$14.6K
WWM
1095
Wolff Wiese Magana
California
$14.3K
CFFP
1096
Center for Financial Planning
Michigan
$14.3K
PWMG
1097
Private Wealth Management Group
New Jersey
$14.1K
AW
1098
Avion Wealth
Texas
$14K
Kayne Anderson Rudnick Investment Management
1099
Kayne Anderson Rudnick Investment Management
California
$13.9K
ADL
1100
Asset Dedication LLC
California
$13.7K