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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1151
Davis Capital Management
Florida
$3.82K
RTL
1152
Red Tortoise LLC
Georgia
$3.82K
HPC
1153
HM Payson & Co
Maine
$3.65K
AIC
1154
Archer Investment Corporation
Indiana
$3.49K -$1.4K -8 -28%
CIAS
1155
CBIZ Investment Advisory Services
Ohio
$3.32K +$3.5K +20 New
DWM
1156
Dogwood Wealth Management
Kansas
$3.32K +$3.5K +20 New
GP
1157
Greenline Partners
New York
$3.16K +$3.32K +19 New
ME
1158
McIlrath & Eck
Washington
$2.99K
DWM
1159
Darwin Wealth Management
Florida
$2.93K
PPWM
1160
PFG Private Wealth Management
Florida
$2.82K
PWA
1161
Principia Wealth Advisory
Texas
$2.76K +$1.4K +8 +80%
MWA
1162
Medallion Wealth Advisors
Connecticut
$2.69K -$3.67K -21 -57%
CWP
1163
Clark Wealth Partners
Illinois
$2.66K -$175 -1 -6%
Q1WB
1164
Quest 10 Wealth Builders
Virginia
$2.49K
CT
1165
Caldwell Trust
Florida
$2.49K +$2.62K +15 New
1IA
1166
1620 Investment Advisors
Massachusetts
$2.33K -$349K -1,994 -99%
CAC
1167
Core Alternative Capital
Georgia
$2.33K
PWAM
1168
Private Wealth Asset Management
Iowa
$1.83K +$1.92K +11 New
HWA
1169
HHM Wealth Advisors
Tennessee
$1.66K
FAM
1170
Flaharty Asset Management
Florida
$1.66K +$1.75K +10 New
WTFG
1171
Wood Tarver Financial Group
Idaho
$1.5K
NMG
1172
New Millennium Group
Utah
$1.33K -$1.4K -8 -50%
WW
1173
Winnow Wealth
Texas
$1.25K +$524 +3 +60%
WCM
1174
WealthTrak Capital Management
Virginia
$1.16K -$175 -1 -13%
FCAS
1175
First Command Advisory Services
Texas
$1.16K +$1.22K +7 New

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.