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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1126
Avion Wealth
Texas
$10K +$3.16K +20 +43%
RWA
1127
Redmont Wealth Advisors
Illinois
$9K +$4.74K +30 +115%
CPG
1128
Cornerstone Planning Group
New Jersey
$8.8K +$2.84K +18 +53%
PWM
1129
Parkworth Wealth Management
California
$8.79K +$474 +3 +6%
CWM
1130
Cranbrook Wealth Management
Michigan
$8.68K +$8.53K +54 New
DWM
1131
Dogwood Wealth Management
Kansas
$8.66K +$5.21K +33 +165%
ACM
1132
Anfield Capital Management
California
$8.52K
WIM
1133
Westside Investment Management
California
$8.38K +$8.06K +51 New
OC
1134
Oakworth Capital
Alabama
$8.36K
FP
1135
Financial Perspectives
Minnesota
$8.3K
CTA
1136
Colonial Trust Advisors
South Carolina
$8.04K
GGI
1137
Godsey & Gibb Inc
Virginia
$8.04K
BSB
1138
Bangor Savings Bank
Maine
$8.04K +$7.9K +50 New
HNW
1139
High Note Wealth
Minnesota
$7.85K +$158 +1 +2%
GIM
1140
Gold Investment Management
Alberta, Canada
$7.39K
JWA
1141
JFS Wealth Advisors
Pennsylvania
$7.07K -$474 -3 -6%
T
1142
Transce3nd
Texas
$7.07K
MSFP
1143
Mark Sheptoff Financial Planning
Connecticut
$6.91K +$1.9K +12 +39%
NEWAS
1144
N.E.W. Advisory Services
Wisconsin
$6.43K -$4.74K -30 -43%
ATC
1145
Adirondack Trust Company
New York
$6.43K
AP
1146
Aspect Partners
Virginia
$6.11K
JGIA
1147
Jackson Grant Investment Advisers
Connecticut
$6.11K
IWM
1148
IMG Wealth Management
Florida
$6.11K +$6K +38 New
S
1149
Sachetta
Massachusetts
$5.95K +$1.26K +8 +28%
GWSG
1150
GPS Wealth Strategies Group
Colorado
$5.95K +$790 +5 +16%

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.