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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1126
High Note Wealth
Minnesota
$7.94K
JWA
1127
JFS Wealth Advisors
Pennsylvania
$7.81K +$6.47K +37 +370%
GIM
1128
Gold Investment Management
Alberta, Canada
$7.47K
T
1129
Transce3nd
Texas
$7.31K -$699 -4 -8%
SIM
1130
Synergy Investment Management
Florida
$7.31K +$7.69K +44 New
ATC
1131
Adirondack Trust Company
New York
$6.64K
AP
1132
Aspect Partners
Virginia
$6.31K
JGIA
1133
Jackson Grant Investment Advisers
Connecticut
$6.31K
RMP
1134
Richards, Merrill & Peterson
Washington
$5.81K
CCMI
1135
Creative Capital Management Investments
California
$5.48K
GWSG
1136
GPS Wealth Strategies Group
Colorado
$5.31K +$5.59K +32 New
CPG
1137
Cornerstone Planning Group
New Jersey
$5.21K +$2.8K +16 +89%
MSFP
1138
Mark Sheptoff Financial Planning
Connecticut
$5.15K
CFS
1139
Compass Financial Services
Iowa
$5.15K +$5.42K +31 New
OCM
1140
Orion Capital Management
California
$5.11K +$175 +1 +3%
SWIM
1141
Smallwood Wealth Investment Management
New Jersey
$4.98K +$5.24K +30 New
S
1142
Sachetta
Massachusetts
$4.82K -$175 -1 -3%
CFB
1143
Cullen/Frost Bankers
Texas
$4.65K -$4.54K -26 -48%
SIS
1144
Strategic Investment Solutions
Illinois
$4.36K +$350 +2 +8%
RWA
1145
Redmont Wealth Advisors
Illinois
$4.32K +$4.54K +26 New
ANBT
1146
American National Bank & Trust
Texas
$4.15K
IBOK
1147
Independence Bank of Kentucky
Kentucky
$4.15K
BI
1148
Binnacle Investments
Iowa
$4.15K +$4.37K +25 New
BFP
1149
Briaud Financial Planning
Texas
$4K
JFGIW
1150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.82K -$2.8K -16 -41%

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.