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Simon Property Group

1,286 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 494 increasing their positions, 413 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 74

20% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 413

5% more funds holding

Funds holding: 1,2191,286 (+67)

0.96% more ownership

Funds ownership: 88.99%89.94% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.5B → $54.3B (-$150M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,286
Holders Change
+67
Holders Change %
+5.5%
% of All Funds
15.64%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
159
Increased
494
Reduced
413
Closed
74
Calls
$290M
Puts
$450M
Net Calls
-$159M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1151
WFA of San Diego
California
$18.5K
B
1152
Bayban
Minnesota
$18.5K +$18.2K +100 New
FMP
1153
Financial Management Professionals
Texas
$17.8K -$182 -1 -1%
BCWM
1154
Bartlett & Co Wealth Management
Ohio
$17.2K -$7.08K -39 -30%
RF
1155
Rossby Financial
Florida
$17K -$37.2K -205 -69%
AW
1156
Avion Wealth
Texas
$17K +$3.81K +21 +28%
HNW
1157
High Note Wealth
Minnesota
$16.5K +$2.91K +16 +22%
PWA
1158
Physician Wealth Advisors
Utah
$15K -$5.63K -31 -28%
GEA
1159
Glen Eagle Advisors
New Jersey
$14.8K
PB
1160
Pinnacle Bancorp
Nebraska
$14.8K
MMCM
1161
Murphy & Mullick Capital Management
New York
$14.8K +$545 +3 +4%
WA
1162
Westfuller Advisors
New York
$14.8K +$2.18K +12 +18%
MA
1163
MCF Advisors
Kentucky
$14.4K +$11.1K +61 +359%
SFG
1164
Strive Financial Group
Indiana
$14.3K +$14K +77 New
CFFP
1165
Center for Financial Planning
Michigan
$14.1K
WWM
1166
Wolff Wiese Magana
California
$14.1K
Kayne Anderson Rudnick Investment Management
1167
Kayne Anderson Rudnick Investment Management
California
$13.7K
FNWA
1168
Financial Network Wealth Advisors
Utah
$13.7K +$908 +5 +7%
ADL
1169
Asset Dedication LLC
California
$13.5K
ACA
1170
Atlas Capital Advisors
Wyoming
$13.5K +$13.3K +73 New
GGI
1171
Godsey & Gibb Inc
Virginia
$13.3K +$4K +22 +44%
DWS
1172
Dynamic Wealth Strategies
California
$13.1K +$3.63K +20 +39%
OCM
1173
Osbon Capital Management
Massachusetts
$13.1K +$12.9K +71 New
HCM
1174
Hollencrest Capital Management
California
$13.1K +$182 +1 +1%
HHMI
1175
Howard Hughes Medical Institute
Maryland
$13K