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Simon Property Group
SPG

Overview Fund Activity

1,182 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 492 increasing their positions, 391 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+4
Holders Change %
+0.34%
% of All Funds
15.85%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
122
Increased
492
Reduced
391
Closed
92
Calls
$342M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
2
Bank of America
Bank of America
North Carolina
$1.23B
3
AIM
Artemis Investment Management
United Kingdom
$172M
4
Millennium Management
Millennium Management
New York
$122M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$313M

Top Sellers

1
UBS AM
UBS AM
Illinois
$70.8M
2
Cohen & Steers
Cohen & Steers
New York
$1.64B
3
BlackRock
BlackRock
New York
$6.16B
4
Deutsche Bank
Deutsche Bank
Germany
$379M
5
Parnassus Investments
Parnassus Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWA
1101
Financial Network Wealth Advisors
Utah
$11.1K – – –
ACA
1102
Atlas Capital Advisors
Wyoming
$11.1K – – –
HHMI
1103
Howard Hughes Medical Institute
Maryland
$10.6K +$10.6K +66 New
HFM
1104
Harvest Fund Management
China
$10K -$635K -4,064 -98%
AW
1105
Avion Wealth
Texas
$10K +$2.99K +20 +43%
CPG
1106
Cornerstone Planning Group
New Jersey
$8.8K +$3.05K +18 +53%
PWM
1107
Parkworth Wealth Management
California
$8.79K +$479 +3 +6%
CWM
1108
Cranbrook Wealth Management
Michigan
$8.68K +$8.68K +54 New
DWM
1109
Dogwood Wealth Management
Kansas
$8.66K +$5.39K +33 +165%
ACM
1110
Anfield Capital Management
California
$8.52K – – –
WIM
1111
Westside Investment Management
California
$8.38K +$8.38K +51 New
OC
1112
Oakworth Capital
Alabama
$8.36K – – –
FP
1113
Financial Perspectives
Minnesota
$8.3K – – –
GGI
1114
Godsey & Gibb Inc
Virginia
$8.04K – – –
CTA
1115
Colonial Trust Advisors
South Carolina
$8.04K – – –
BSB
1116
Bangor Savings Bank
Maine
$8.04K +$8.04K +50 New
HNW
1117
High Note Wealth
Minnesota
$7.85K +$160 +1 +2%
GIM
1118
Gold Investment Management
Alberta, Canada
$7.39K – – –
JWA
1119
JFS Wealth Advisors
Pennsylvania
$7.07K -$482 -3 -6%
T
1120
Transce3nd
Texas
$7.07K – – –
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$6.91K +$1.93K +12 +39%
NEWAS
1122
N.E.W. Advisory Services
Wisconsin
$6.43K -$4.82K -30 -43%
ATC
1123
Adirondack Trust Company
New York
$6.43K – – –
AP
1124
Aspect Partners
Virginia
$6.11K – – –
JGIA
1125
Jackson Grant Investment Advisers
Connecticut
$6.11K – – –
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