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Simon Property Group

1,192 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 492 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more call options, than puts

Call options by funds: $342M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1% less capital invested

Capital invested by funds: $47.4B → $46.7B (-$661M)

Holders
1,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$342M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1126
JFS Wealth Advisors
Pennsylvania
$7.07K
T
1127
Transce3nd
Texas
$7.07K
MSFP
1128
Mark Sheptoff Financial Planning
Connecticut
$6.91K
NEWAS
1129
N.E.W. Advisory Services
Wisconsin
$6.43K
ATC
1130
Adirondack Trust Company
New York
$6.43K
JGIA
1131
Jackson Grant Investment Advisers
Connecticut
$6.11K
AP
1132
Aspect Partners
Virginia
$6.11K
IWM
1133
IMG Wealth Management
Florida
$6.11K
S
1134
Sachetta
Massachusetts
$5.95K
GWSG
1135
GPS Wealth Strategies Group
Colorado
$5.95K
NWM
1136
Nova Wealth Management
Florida
$5.75K
DWS
1137
Dynamic Wealth Strategies
California
$5.63K
CCMI
1138
Creative Capital Management Investments
California
$5.3K
OCM
1139
Orion Capital Management
California
$5.01K
CFS
1140
Compass Financial Services
Iowa
$4.98K
SWIM
1141
Smallwood Wealth Investment Management
New Jersey
$4.82K
DF
1142
Dunhill Financial
United Kingdom
$4.51K
AA
1143
Addison Advisors
Vermont
$4.5K
TWD
1144
True Wealth Design
Ohio
$4.45K
STB
1145
S&T Bank
Pennsylvania
$4.34K
SIS
1146
Strategic Investment Solutions
Illinois
$4.28K
BI
1147
Binnacle Investments
Iowa
$4.02K
IBOK
1148
Independence Bank of Kentucky
Kentucky
$4.02K
ANBT
1149
American National Bank & Trust
Texas
$4.02K
BC
1150
Bayforest Capital
United Kingdom
$4.02K