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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
MAFA
1176
MJT & Associates Financial Advisory
Minnesota
$1.16K +$1.22K +7 New
TFA
1177
Transamerica Financial Advisors
Florida
$1K
ACA
1178
American Capital Advisory
Idaho
$997 +$1.05K +6 New
BCM
1179
Blume Capital Management
California
$997 +$1.05K +6 New
NL
1180
NVWM LLC
Pennsylvania
$996 -$175 -1 -14%
MSWA
1181
Marshall & Sterling Wealth Advisors
New York
$996 +$1.05K +6 New
CWM
1182
Copia Wealth Management
Oregon
$830
YP
1183
YANKCOM Partnership
South Dakota
$830
OCM
1184
Osterweis Capital Management
California
$830 +$874 +5 New
BMC
1185
Bear Mountain Capital
Washington
$824 +$874 +5 New
HHGA
1186
Halbert Hargrove Global Advisors
California
$665 +$699 +4 New
CAWM
1187
Capital A Wealth Management
Pennsylvania
$664
RCM
1188
Raleigh Capital Management
North Carolina
$511 -$18.4K -105 -97%
WBC
1189
West Branch Capital
Massachusetts
$499
RWM
1190
Rialto Wealth Management
New York
$499 +$524 +3 New
OW
1191
Olistico Wealth
Oklahoma
$498 +$524 +3 New
PMFA
1192
Plante Moran Financial Advisors
Michigan
$332 -$7.52K -43 -96%
SWA
1193
SOA Wealth Advisors
New York
$332
SSG
1194
Summit Securities Group
New York
$166 -$839K -4,800 -100%
RJA
1195
Ross\Johnson & Associates
Minnesota
$166 +$175 +1 New
RWS
1196
Retirement Wealth Solutions
Wisconsin
$70
Fuller & Thaler Asset Management
1197
Fuller & Thaler Asset Management
California
$2
Alyeska Investment Group
1198
Alyeska Investment Group
Illinois
-$33.6M -195,355 Closed
Capital Fund Management (CFM)
1199
Capital Fund Management (CFM)
France
-$32M -182,867 Closed
WCP
1200
Waterfront Capital Partners
New York
-$24.9M -144,602 Closed

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.