We are live on ! Find out more
SPG icon

Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

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

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
1151
GPS Wealth Strategies Group
Colorado
$6.94K
S
1152
Sachetta
Massachusetts
$6.94K
KG
1153
Kilter Group
New York
$6.38K +$1.73K +10 +42%
CCMI
1154
Creative Capital Management Investments
California
$6.19K
TFA
1155
Transamerica Financial Advisors
Florida
$5.91K +$5.18K +30 +1,500%
MSFP
1156
Mark Sheptoff Financial Planning
Connecticut
$5.82K -$2.07K -12 -28%
MAM
1157
Marquette Asset Management
Minnesota
$5.82K +$5.35K +31 New
NWM
1158
Nova Wealth Management
Florida
$5.8K -$863 -5 -14%
SWIM
1159
Smallwood Wealth Investment Management
New Jersey
$5.63K
CTB
1160
Country Trust Bank
Illinois
$5.44K +$1.55K +9 +45%
DF
1161
Dunhill Financial
United Kingdom
$5.29K
AA
1162
Addison Advisors
Vermont
$5.25K
FC
1163
Financial Consulate
Maryland
$5.07K +$4.66K +27 New
STB
1164
S&T Bank
Pennsylvania
$5.07K
SIS
1165
Strategic Investment Solutions
Illinois
$5.05K
OAJ
1166
Ogorek Anthony Joseph
New York
$5K +$345 +2 +7%
CIAS
1167
CBIZ Investment Advisory Services
Ohio
$4.88K +$518 +3 +13%
ANBT
1168
American National Bank & Trust
Texas
$4.69K
BI
1169
Binnacle Investments
Iowa
$4.69K
IBOK
1170
Independence Bank of Kentucky
Kentucky
$4.69K
PWA
1171
Principia Wealth Advisory
Texas
$4.5K +$345 +2 +9%
RTL
1172
Red Tortoise LLC
Georgia
$4.32K
HPC
1173
HM Payson & Co
Maine
$4.13K
AIC
1174
Archer Investment Corporation
Indiana
$4.04K -$276K -1,599 -99%
TIM
1175
Tortoise Investment Management
New York
$3.57K +$1.04K +6 +46%