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Simon Property Group

1,272 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
1,272
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
SL
1101
Salomon & Ludwin
Virginia
$38.5K
VNA
1102
Valley National Advisers
Pennsylvania
$38K
FIA
1103
FNY Investment Advisers
New York
$37K
BGAI
1104
Bruce G. Allen Investments
Colorado
$35.7K
AUB
1105
Atlantic Union Bankshares
Virginia
$35K
FWA
1106
Flagship Wealth Advisors
Massachusetts
$34.1K
SWM
1107
SHP Wealth Management
Massachusetts
$33.8K
NECFA
1108
New England Capital Financial Advisors
Connecticut
$33.6K
GKIM
1109
GW&K Investment Management
Massachusetts
$33K
PPL
1110
Planning Project LLC
Texas
$29.6K
WAG
1111
Wilkerson Advisory Group
Missouri
$29.2K
XC
1112
XY Capital
Hong Kong
$28.9K
AP
1113
Atwood & Palmer
Missouri
$28.7K
GSWM
1114
Golden State Wealth Management
California
$28.5K
TCOT
1115
Trust Company of Toledo
Ohio
$28.3K
BWAM
1116
Boyd Watterson Asset Management
Ohio
$27.8K
C
1117
Covestor
United Kingdom
$27K
TWD
1118
True Wealth Design
Ohio
$24.8K
DWM
1119
Dogwood Wealth Management
Kansas
$24.1K
WA
1120
WPG Advisers
Maryland
$23.9K
BDPWM
1121
Barnes Dennig Private Wealth Management
Ohio
$23.9K
CIA
1122
Cape Investment Advisory
Georgia
$23.5K
KAS
1123
Kemnay Advisory Services
New York
$23.1K
DSC
1124
Duncker Streett & Co
Missouri
$22.8K
CPG
1125
Cornerstone Planning Group
New Jersey
$22.6K