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Simon Property Group
SPG

Overview Fund Activity

1,178 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
16%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
110
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$933M
2
Principal Financial Group
Principal Financial Group
Iowa
$533M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$197M
4
RC
Resolution Capital
Australia
$299M
5
Goldman Sachs
Goldman Sachs
New York
$476M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.86B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$343M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$95.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$67.6M
5
Invesco
Invesco
Georgia
$608M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIM
1126
Smallwood Wealth Investment Management
New Jersey
$4.98K +$4.98K +30 New
S
1127
Sachetta
Massachusetts
$4.82K -$166 -1 -3%
CFB
1128
Cullen/Frost Bankers
Texas
$4.65K -$4.32K -26 -48%
SIS
1129
Strategic Investment Solutions
Illinois
$4.36K +$336 +2 +8%
RWA
1130
Redmont Wealth Advisors
Illinois
$4.32K +$4.32K +26 New
ANBT
1131
American National Bank & Trust
Texas
$4.15K – – –
IBOK
1132
Independence Bank of Kentucky
Kentucky
$4.15K – – –
BI
1133
Binnacle Investments
Iowa
$4.15K +$4.15K +25 New
BFP
1134
Briaud Financial Planning
Texas
$4K – – –
JFGIW
1135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.82K -$2.66K -16 -41%
DCM
1136
Davis Capital Management
Florida
$3.82K – – –
RTL
1137
Red Tortoise LLC
Georgia
$3.82K – – –
HPC
1138
HM Payson & Co
Maine
$3.65K – – –
AIC
1139
Archer Investment Corporation
Indiana
$3.49K -$1.33K -8 -28%
CIAS
1140
CBIZ Investment Advisory Services
Ohio
$3.32K +$3.32K +20 New
DWM
1141
Dogwood Wealth Management
Kansas
$3.32K +$3.32K +20 New
GP
1142
Greenline Partners
New York
$3.16K +$3.16K +19 New
ME
1143
McIlrath & Eck
Washington
$2.99K – – –
DWM
1144
Darwin Wealth Management
Florida
$2.93K – – –
PPWM
1145
PFG Private Wealth Management
Florida
$2.82K – – –
PWA
1146
Principia Wealth Advisory
Texas
$2.76K +$1.23K +8 +80%
Q1WB
1147
Quest 10 Wealth Builders
Virginia
$2.49K – – –
1IA
1148
1620 Investment Advisors
Massachusetts
$2.33K -$331K -1,994 -99%
CAC
1149
Core Alternative Capital
Georgia
$2.33K – – –
PWAM
1150
Private Wealth Asset Management
Iowa
$1.83K +$1.83K +11 New
44 45
46
47 48