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Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1126
American Wealth Advisors
Georgia
$12.8K +$11.7K +68 New
FLP
1127
Financial Life Planners
Arizona
$11.3K +$10.4K +60 New
SWP
1128
Strategic Wealth Partners
Ohio
$10.9K +$6.56K +38 +190%
RWA
1129
Redmont Wealth Advisors
Illinois
$10.5K
LAM
1130
LOM Asset Management
$10K -$7.77K -45 -45%
ACM
1131
Anfield Capital Management
California
$9.95K
SC
1132
SouthState Corp
Florida
$9.76K -$5.18K -30 -37%
OC
1133
Oakworth Capital
Alabama
$9.76K
KFA
1134
Kelleher Financial Advisors
New York
$9.76K +$8.98K +52 New
FP
1135
Financial Perspectives
Minnesota
$9.69K
DWS
1136
Dynamic Wealth Strategies
California
$9.57K +$2.76K +16 +46%
BSB
1137
Bangor Savings Bank
Maine
$9.38K
CTA
1138
Colonial Trust Advisors
South Carolina
$9.38K
GGI
1139
Godsey & Gibb Inc
Virginia
$9.38K
RDFA
1140
Ritter Daniher Financial Advisory
Ohio
$9.01K +$8.29K +48 New
OCM
1141
Orion Capital Management
California
$8.76K +$2.76K +16 +52%
GIM
1142
Gold Investment Management
Alberta, Canada
$8.45K
JWA
1143
JFS Wealth Advisors
Pennsylvania
$8.26K
AP
1144
Aspect Partners
Virginia
$8.07K +$863 +5 +13%
MAFA
1145
MJT & Associates Financial Advisory
Minnesota
$7.7K +$5.87K +34 +486%
NEWAS
1146
N.E.W. Advisory Services
Wisconsin
$7.51K
ATC
1147
Adirondack Trust Company
New York
$7.51K
IWM
1148
IMG Wealth Management
Florida
$7.13K
JGIA
1149
Jackson Grant Investment Advisers
Connecticut
$7.13K
T. Rowe Price Investment Management
1150
T. Rowe Price Investment Management
Maryland
$7K +$6.39K +37 New