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Simon Property Group

1,273 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$161M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,273
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1101
Tompkins Financial
New York
$41.6K
SL
1102
Salomon & Ludwin
Virginia
$38.5K
VNA
1103
Valley National Advisers
Pennsylvania
$38K
FIA
1104
FNY Investment Advisers
New York
$37K
BGAI
1105
Bruce G. Allen Investments
Colorado
$35.7K
AUB
1106
Atlantic Union Bankshares
Virginia
$35K
FWA
1107
Flagship Wealth Advisors
Massachusetts
$34.1K
SWM
1108
SHP Wealth Management
Massachusetts
$33.8K
NECFA
1109
New England Capital Financial Advisors
Connecticut
$33.6K
GKIM
1110
GW&K Investment Management
Massachusetts
$33K
PPL
1111
Planning Project LLC
Texas
$29.6K
WAG
1112
Wilkerson Advisory Group
Missouri
$29.2K
XC
1113
XY Capital
Hong Kong
$28.9K
AP
1114
Atwood & Palmer
Missouri
$28.7K
GSWM
1115
Golden State Wealth Management
California
$28.5K
TCOT
1116
Trust Company of Toledo
Ohio
$28.3K
BWAM
1117
Boyd Watterson Asset Management
Ohio
$27.8K
C
1118
Covestor
United Kingdom
$27K
TWD
1119
True Wealth Design
Ohio
$24.8K
DWM
1120
Dogwood Wealth Management
Kansas
$24.1K
WA
1121
WPG Advisers
Maryland
$23.9K
BDPWM
1122
Barnes Dennig Private Wealth Management
Ohio
$23.9K
CIA
1123
Cape Investment Advisory
Georgia
$23.5K
KAS
1124
Kemnay Advisory Services
New York
$23.1K
DSC
1125
Duncker Streett & Co
Missouri
$22.8K