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Simon Property Group

1,192 hedge funds and large institutions have $46.7B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 492 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

7% more call options, than puts

Call options by funds: $342M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

1% less capital invested

Capital invested by funds: $47.4B → $46.7B (-$661M)

Holders
1,192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$342M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
1151
Briaud Financial Planning
Texas
$4K
OAJ
1152
Ogorek Anthony Joseph
New York
$4K
WCM
1153
WealthTrak Capital Management
Virginia
$3.86K
KG
1154
Kilter Group
New York
$3.86K
RTL
1155
Red Tortoise LLC
Georgia
$3.7K
CIAS
1156
CBIZ Investment Advisory Services
Ohio
$3.7K
HPC
1157
HM Payson & Co
Maine
$3.54K
PWA
1158
Principia Wealth Advisory
Texas
$3.54K
SWP
1159
Strategic Wealth Partners
Ohio
$3.21K
CTB
1160
Country Trust Bank
Illinois
$3.21K
ME
1161
McIlrath & Eck
Washington
$2.89K
MPW
1162
MASECO Private Wealth
$2.87K
BFS
1163
Bare Financial Services
Pennsylvania
$2.73K
DWM
1164
Darwin Wealth Management
Florida
$2.73K
TIM
1165
Total Investment Management
Arizona
$2.45K
CT
1166
Caldwell Trust
Florida
$2.41K
CF
1167
Concorde Financial
Texas
$2.41K
CAC
1168
Core Alternative Capital
Georgia
$2.25K
EPW
1169
Evergreen Private Wealth
Colorado
$2.25K
TIM
1170
Tortoise Investment Management
New York
$2.09K
AF
1171
Alerus Financial
North Dakota
$1.93K
FAM
1172
Flaharty Asset Management
Florida
$1.61K
NL
1173
NVWM LLC
Pennsylvania
$1.61K
PGAM
1174
Princeton Global Asset Management
New Jersey
$1.61K
QWM
1175
Quaker Wealth Management
New Jersey
$1.45K