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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1101
Hemington Wealth Management
Virginia
$14K
GEA
1102
Glen Eagle Advisors
New Jersey
$13.3K
MMCM
1103
Murphy & Mullick Capital Management
New York
$12.8K
CFFP
1104
Center for Financial Planning
Michigan
$12.6K
PWMG
1105
Private Wealth Management Group
New Jersey
$12.5K
PFG
1106
Putney Financial Group
California
$12.5K
HCM
1107
Hollencrest Capital Management
California
$12.2K
WA
1108
Whipplewood Advisors
Colorado
$12.1K +$69K +395 +541%
BIA
1109
Bell Investment Advisors
California
$11.8K
WWM
1110
Wolff Wiese Magana
California
$11.8K
NEWAS
1111
N.E.W. Advisory Services
Wisconsin
$11.6K +$12.2K +70 New
HCP
1112
Hexagon Capital Partners
Arkansas
$11.5K +$175 +1 +1%
CJH
1113
Christopher J. Hasenberg
Wisconsin
$11.5K
FNWA
1114
Financial Network Wealth Advisors
Utah
$11.5K +$8.39K +48 +229%
ACA
1115
Atlas Capital Advisors
Wyoming
$11.5K
Kayne Anderson Rudnick Investment Management
1116
Kayne Anderson Rudnick Investment Management
California
$10.8K -$2.97K -17 -21%
ACM
1117
Anfield Capital Management
California
$8.8K
OC
1118
Oakworth Capital
Alabama
$8.64K
PWM
1119
Parkworth Wealth Management
California
$8.58K
FP
1120
Financial Perspectives
Minnesota
$8.57K
CTA
1121
Colonial Trust Advisors
South Carolina
$8.3K
GGI
1122
Godsey & Gibb Inc
Virginia
$8.3K
DF
1123
Dunhill Financial
United Kingdom
$8.22K -$3.15K -18 -27%
DWS
1124
Dynamic Wealth Strategies
California
$8.14K +$8.56K +49 New
AW
1125
Avion Wealth
Texas
$8K

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.