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Simon Property Group
SPG

Overview Fund Activity

1,182 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 492 increasing their positions, 391 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+4
Holders Change %
+0.34%
% of All Funds
15.85%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
122
Increased
492
Reduced
391
Closed
92
Calls
$342M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
2
Bank of America
Bank of America
North Carolina
$1.23B
3
AIM
Artemis Investment Management
United Kingdom
$172M
4
Millennium Management
Millennium Management
New York
$122M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$313M

Top Sellers

1
UBS AM
UBS AM
Illinois
$70.8M
2
Cohen & Steers
Cohen & Steers
New York
$1.64B
3
BlackRock
BlackRock
New York
$6.16B
4
Deutsche Bank
Deutsche Bank
Germany
$379M
5
Parnassus Investments
Parnassus Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1126
IMG Wealth Management
Florida
$6.11K +$6.11K +38 New
S
1127
Sachetta
Massachusetts
$5.95K +$1.29K +8 +28%
GWSG
1128
GPS Wealth Strategies Group
Colorado
$5.95K +$804 +5 +16%
NWM
1129
Nova Wealth Management
Florida
$5.75K +$5.75K +36 New
DWS
1130
Dynamic Wealth Strategies
California
$5.63K -$2.25K -14 -29%
CCMI
1131
Creative Capital Management Investments
California
$5.31K – – –
OCM
1132
Orion Capital Management
California
$5.01K – – –
CFS
1133
Compass Financial Services
Iowa
$4.98K – – –
DF
1134
Dunhill Financial
United Kingdom
$4.51K -$3.38K -21 -43%
AA
1135
Addison Advisors
Vermont
$4.5K +$4.5K +28 New
TWD
1136
True Wealth Design
Ohio
$4.45K -$15.4K -97 -78%
STB
1137
S&T Bank
Pennsylvania
$4.34K +$4.34K +27 New
SIS
1138
Strategic Investment Solutions
Illinois
$4.28K +$158 +1 +4%
ANBT
1139
American National Bank & Trust
Texas
$4.02K – – –
BI
1140
Binnacle Investments
Iowa
$4.02K – – –
IBOK
1141
Independence Bank of Kentucky
Kentucky
$4.02K – – –
BC
1142
Bayforest Capital
United Kingdom
$4.02K +$4.02K +25 New
BFP
1143
Briaud Financial Planning
Texas
$4K – – –
OAJ
1144
Ogorek Anthony Joseph
New York
$4K +$3.29K +23 +460%
WCM
1145
WealthTrak Capital Management
Virginia
$3.86K +$2.73K +17 +243%
KG
1146
Kilter Group
New York
$3.86K +$3.86K +24 New
RTL
1147
Red Tortoise LLC
Georgia
$3.7K – – –
CIAS
1148
CBIZ Investment Advisory Services
Ohio
$3.7K +$482 +3 +15%
PWA
1149
Principia Wealth Advisory
Texas
$3.54K +$643 +4 +22%
SWP
1150
Strategic Wealth Partners
Ohio
$3.22K +$3.22K +20 New
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