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Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

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

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1101
WFA of San Diego
California
$18.8K -$3.11K -18 -15%
FUBT
1102
First United Bank & Trust
Maryland
$18.8K
PCFFS
1103
Pacific Center for Financial Services
California
$18.6K
FMP
1104
Financial Management Professionals
Texas
$18.2K
DPW
1105
DiNuzzo Private Wealth
Pennsylvania
$18.1K
HWM
1106
Hemington Wealth Management
Virginia
$18K +$2.24K +13 +15%
JWM
1107
JPL Wealth Management
Colorado
$16.7K +$15.4K +89 New
PSFG
1108
Park Square Financial Group
Georgia
$15K -$14.5K -84 -51%
GEA
1109
Glen Eagle Advisors
New Jersey
$15K
PB
1110
Pinnacle Bancorp
Nebraska
$15K
IW
1111
Imprint Wealth
South Carolina
$15K +$13.8K +80 New
BDPWM
1112
Barnes Dennig Private Wealth Management
Ohio
$14.6K -$2.24K -13 -14%
CFFP
1113
Center for Financial Planning
Michigan
$14.3K
WWM
1114
Wolff Wiese Magana
California
$14.3K
PWMG
1115
Private Wealth Management Group
New Jersey
$14.1K
AW
1116
Avion Wealth
Texas
$14K +$1.55K +9 +13%
Kayne Anderson Rudnick Investment Management
1117
Kayne Anderson Rudnick Investment Management
California
$13.9K -$173 -1 -1%
ADL
1118
Asset Dedication LLC
California
$13.7K
HNW
1119
High Note Wealth
Minnesota
$13.7K +$4.14K +24 +49%
MMCM
1120
Murphy & Mullick Capital Management
New York
$13.3K
HHMI
1121
Howard Hughes Medical Institute
Maryland
$13.1K +$691 +4 +6%
HCM
1122
Hollencrest Capital Management
California
$13.1K -$691 -4 -5%
WBC
1123
West Branch Capital
Massachusetts
$12.9K
FNWA
1124
Financial Network Wealth Advisors
Utah
$12.9K
WA
1125
Westfuller Advisors
New York
$12.8K +$11.7K +68 New