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Simon Property Group

1,184 hedge funds and large institutions have $54.2B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% more call options, than puts

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

0.48% less ownership

Funds ownership: 89.02%88.54% (-0.48%)

1% less funds holding

Funds holding: 1,1951,184 (-11)

Holders
1,184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$397M
Puts
$361M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1151
Bare Financial Services
Pennsylvania
$3.19K
RWS
1152
Retirement Wealth Solutions
Wisconsin
$3.1K
RWM
1153
Rialto Wealth Management
New York
$2.82K
CT
1154
Caldwell Trust
Florida
$2.81K
Q1WB
1155
Quest 10 Wealth Builders
Virginia
$2.81K
GA
1156
Guerra Advisors
Florida
$2.81K
CAC
1157
Core Alternative Capital
Georgia
$2.63K
EPW
1158
Evergreen Private Wealth
Colorado
$2.63K
WWA
1159
Wealth Watch Advisors
Colorado
$2.44K
AF
1160
Alerus Financial
North Dakota
$2.25K
TCB
1161
Texas Capital Bancshares
Texas
$2.25K
HFS
1162
Horizon Financial Services
North Carolina
$2.25K
CCM
1163
Cloud Capital Management
Washington
$2K
NL
1164
NVWM LLC
Pennsylvania
$1.88K
PGAM
1165
Princeton Global Asset Management
New Jersey
$1.88K
WW
1166
Winnow Wealth
Texas
$1.69K
QWM
1167
Quaker Wealth Management
New Jersey
$1.69K
FCAS
1168
First Command Advisory Services
Texas
$1.31K
PAM
1169
Palisade Asset Management
Minnesota
$1.31K
AT
1170
Avalon Trust
New Mexico
$1.31K
SIP
1171
Sellwood Investment Partners
Oregon
$1.31K
TSMHT
1172
Thurston Springer Miller Herd & Titak
Indiana
$1.13K
MSWA
1173
Marshall & Sterling Wealth Advisors
New York
$1.13K
AG
1174
AmeriFlex Group
Nevada
$1.13K
CPG
1175
Cornerstone Planning Group
New Jersey
$954