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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

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

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.64%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1101
Trust Company
Kansas
$49.6K -$182 -1 -0.4%
SGK
1102
Steigerwald Gordon & Koch
Virginia
$49.2K
KFI
1103
Key Financial Inc
Pennsylvania
$47.6K -$18.2K -100 -28%
CIAM
1104
Caitong International Asset Management
Hong Kong
$47K +$46.1K +254 New
CFB
1105
Cullen/Frost Bankers
Texas
$46.5K +$20.2K +111 +79%
EB
1106
Eastern Bank
Massachusetts
$46.3K
MCM
1107
MV Capital Management
Maryland
$46.3K +$363 +2 +0.8%
AF
1108
Advisornet Financial
Minnesota
$42.9K +$182 +1 +0.4%
DIP
1109
DT Investment Partners
Pennsylvania
$42.2K
BFPW
1110
BOK Financial Private Wealth
Colorado
$42K
TF
1111
Tompkins Financial
New York
$41.6K +$40.9K +225 New
SL
1112
Salomon & Ludwin
Virginia
$38.5K
VNA
1113
Valley National Advisers
Pennsylvania
$38K +$363 +2 +1%
FIA
1114
FNY Investment Advisers
New York
$37K -$109K -600 -75%
BGAI
1115
Bruce G. Allen Investments
Colorado
$35.7K
AUB
1116
Atlantic Union Bankshares
Virginia
$35K -$3.63K -20 -10%
FWA
1117
Flagship Wealth Advisors
Massachusetts
$34.1K
SWM
1118
SHP Wealth Management
Massachusetts
$33.8K +$33.2K +183 New
NECFA
1119
New England Capital Financial Advisors
Connecticut
$33.6K +$363 +2 +1%
GKIM
1120
GW&K Investment Management
Massachusetts
$33K +$908 +5 +3%
PPL
1121
Planning Project LLC
Texas
$29.6K +$29.1K +160 New
WAG
1122
Wilkerson Advisory Group
Missouri
$29.2K +$28.7K +158 New
XC
1123
XY Capital
Hong Kong
$28.9K +$28.3K +156 New
AP
1124
Atwood & Palmer
Missouri
$28.7K
GSWM
1125
Golden State Wealth Management
California
$28.5K