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Simon Property Group
SPG

Overview Fund Activity

1,178 hedge funds and large institutions have $47.4B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 470 increasing their positions, 393 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+1
Holders Change %
+0.08%
% of All Funds
16.01%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
110
Increased
470
Reduced
393
Closed
92
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$933M
2
Principal Financial Group
Principal Financial Group
Iowa
$533M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$197M
4
RC
Resolution Capital
Australia
$299M
5
Goldman Sachs
Goldman Sachs
New York
$476M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.86B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$343M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$95.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$67.6M
5
Invesco
Invesco
Georgia
$608M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1151
HHM Wealth Advisors
Tennessee
$1.66K – – –
FAM
1152
Flaharty Asset Management
Florida
$1.66K +$1.66K +10 New
WTFG
1153
Wood Tarver Financial Group
Idaho
$1.5K – – –
NMG
1154
New Millennium Group
Utah
$1.33K -$1.33K -8 -50%
WW
1155
Winnow Wealth
Texas
$1.25K +$470 +3 +60%
WCM
1156
WealthTrak Capital Management
Virginia
$1.16K -$166 -1 -13%
FCAS
1157
First Command Advisory Services
Texas
$1.16K +$1.16K +7 New
MAFA
1158
MJT & Associates Financial Advisory
Minnesota
$1.16K +$1.16K +7 New
TFA
1159
Transamerica Financial Advisors
Florida
$1K – – –
ACA
1160
American Capital Advisory
Idaho
$997 +$997 +6 New
BCM
1161
Blume Capital Management
California
$997 +$997 +6 New
NL
1162
NVWM LLC
Pennsylvania
$996 -$166 -1 -14%
MSWA
1163
Marshall & Sterling Wealth Advisors
New York
$996 +$996 +6 New
YP
1164
YANKCOM Partnership
South Dakota
$830 – – –
CWM
1165
Copia Wealth Management
Oregon
$830 – – –
OCM
1166
Osterweis Capital Management
California
$830 +$830 +5 New
BMC
1167
Bear Mountain Capital
Washington
$824 +$824 +5 New
HHGA
1168
Halbert Hargrove Global Advisors
California
$665 +$665 +4 New
CAWM
1169
Capital A Wealth Management
Pennsylvania
$664 – – –
RCM
1170
Raleigh Capital Management
North Carolina
$511 -$17.9K -105 -97%
WBC
1171
West Branch Capital
Massachusetts
$499 – – –
RWM
1172
Rialto Wealth Management
New York
$499 +$499 +3 New
OW
1173
Olistico Wealth
Oklahoma
$498 +$498 +3 New
PMFA
1174
Plante Moran Financial Advisors
Michigan
$332 -$7.14K -43 -96%
SWA
1175
SOA Wealth Advisors
New York
$332 – – –
45 46
47
48 49