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Simon Property Group
SPG

Overview Fund Activity

1,182 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 492 increasing their positions, 391 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+4
Holders Change %
+0.34%
% of All Funds
15.85%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
122
Increased
492
Reduced
391
Closed
92
Calls
$342M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
2
Bank of America
Bank of America
North Carolina
$1.23B
3
AIM
Artemis Investment Management
United Kingdom
$172M
4
Millennium Management
Millennium Management
New York
$122M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$313M

Top Sellers

1
UBS AM
UBS AM
Illinois
$70.8M
2
Cohen & Steers
Cohen & Steers
New York
$1.64B
3
BlackRock
BlackRock
New York
$6.16B
4
Deutsche Bank
Deutsche Bank
Germany
$379M
5
Parnassus Investments
Parnassus Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
1151
Country Trust Bank
Illinois
$3.22K +$3.22K +20 New
ME
1152
McIlrath & Eck
Washington
$2.89K – – –
MPW
1153
MASECO Private Wealth
$2.87K +$2.87K +18 New
BFS
1154
Bare Financial Services
Pennsylvania
$2.73K +$2.73K +17 New
DWM
1155
Darwin Wealth Management
Florida
$2.73K – – –
TIM
1156
Total Investment Management
Arizona
$2.45K +$2.45K +15 New
CF
1157
Concorde Financial
Texas
$2.41K +$2.41K +15 New
CAC
1158
Core Alternative Capital
Georgia
$2.25K – – –
EPW
1159
Evergreen Private Wealth
Colorado
$2.25K +$2.25K +14 New
TIM
1160
Tortoise Investment Management
New York
$2.09K +$2.09K +13 New
AF
1161
Alerus Financial
North Dakota
$1.93K +$1.93K +12 New
FAM
1162
Flaharty Asset Management
Florida
$1.61K – – –
NL
1163
NVWM LLC
Pennsylvania
$1.61K +$643 +4 +67%
PGAM
1164
Princeton Global Asset Management
New Jersey
$1.61K +$1.61K +10 New
QWM
1165
Quaker Wealth Management
New Jersey
$1.45K +$1.45K +9 New
SC
1166
Stephens Consulting
Michigan
$1.45K +$1.45K +9 New
RWM
1167
Rialto Wealth Management
New York
$1.29K +$804 +5 +167%
MAFA
1168
MJT & Associates Financial Advisory
Minnesota
$1.13K – – –
PWA
1169
Physician Wealth Advisors
Utah
$1.13K +$1.13K +7 New
FCAS
1170
First Command Advisory Services
Texas
$1.13K – – –
WTFG
1171
Wood Tarver Financial Group
Idaho
$1K – – –
MSWA
1172
Marshall & Sterling Wealth Advisors
New York
$964 – – –
ACA
1173
American Capital Advisory
Idaho
$804 -$161 -1 -17%
YP
1174
YANKCOM Partnership
South Dakota
$804 – – –
CWM
1175
Copia Wealth Management
Oregon
$804 – – –
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