We are live on ! Find out more
SPG icon

Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1151
Nova Wealth Management
Florida
$5.75K +$5.69K +36 New
DWS
1152
Dynamic Wealth Strategies
California
$5.63K -$2.21K -14 -29%
CCMI
1153
Creative Capital Management Investments
California
$5.3K
OCM
1154
Orion Capital Management
California
$5.01K
CFS
1155
Compass Financial Services
Iowa
$4.98K
SWIM
1156
Smallwood Wealth Investment Management
New Jersey
$4.82K
DF
1157
Dunhill Financial
United Kingdom
$4.51K -$3.32K -21 -43%
AA
1158
Addison Advisors
Vermont
$4.5K +$4.42K +28 New
TWD
1159
True Wealth Design
Ohio
$4.45K -$15.3K -97 -78%
STB
1160
S&T Bank
Pennsylvania
$4.34K +$4.27K +27 New
SIS
1161
Strategic Investment Solutions
Illinois
$4.28K +$158 +1 +4%
ANBT
1162
American National Bank & Trust
Texas
$4.02K
BI
1163
Binnacle Investments
Iowa
$4.02K
IBOK
1164
Independence Bank of Kentucky
Kentucky
$4.02K
BC
1165
Bayforest Capital
United Kingdom
$4.02K +$3.95K +25 New
BFP
1166
Briaud Financial Planning
Texas
$4K
OAJ
1167
Ogorek Anthony Joseph
New York
$4K +$3.63K +23 +460%
WCM
1168
WealthTrak Capital Management
Virginia
$3.86K +$2.69K +17 +243%
KG
1169
Kilter Group
New York
$3.86K +$3.79K +24 New
RTL
1170
Red Tortoise LLC
Georgia
$3.7K
CIAS
1171
CBIZ Investment Advisory Services
Ohio
$3.7K +$474 +3 +15%
HPC
1172
HM Payson & Co
Maine
$3.54K
PWA
1173
Principia Wealth Advisory
Texas
$3.54K +$632 +4 +22%
CTB
1174
Country Trust Bank
Illinois
$3.21K +$3.16K +20 New
SWP
1175
Strategic Wealth Partners
Ohio
$3.21K +$3.16K +20 New

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.