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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
DCM
1176
Davis Capital Management
Florida
$3.57K +$3.28K +19 New
ME
1177
McIlrath & Eck
Washington
$3.38K
PWAM
1178
Private Wealth Asset Management
Iowa
$3.38K +$2.76K +16 +800%
ETS
1179
ESL Trust Services
New York
$3.38K +$3.11K +18 New
MNA
1180
Manning & Napier Advisors
New York
$3.38K +$3.11K +18 New
MA
1181
MCF Advisors
Kentucky
$3.19K +$2.94K +17 New
CAM
1182
Costello Asset Management
Pennsylvania
$3.19K -$13.6K -79 -82%
BFS
1183
Bare Financial Services
Pennsylvania
$3.19K
DWM
1184
Darwin Wealth Management
Florida
$3.19K
MWA
1185
Medallion Wealth Advisors
Connecticut
$3.11K +$173 +1 +6%
RWS
1186
Retirement Wealth Solutions
Wisconsin
$3.1K +$2.76K +16 New
RWM
1187
Rialto Wealth Management
New York
$2.82K +$1.21K +7 +88%
CT
1188
Caldwell Trust
Florida
$2.81K
Q1WB
1189
Quest 10 Wealth Builders
Virginia
$2.81K
GA
1190
Guerra Advisors
Florida
$2.81K +$2.59K +15 New
CWP
1191
Clark Wealth Partners
Illinois
$2.78K
CAC
1192
Core Alternative Capital
Georgia
$2.63K
EPW
1193
Evergreen Private Wealth
Colorado
$2.63K
WWA
1194
Wealth Watch Advisors
Colorado
$2.44K +$2.24K +13 New
AF
1195
Alerus Financial
North Dakota
$2.25K
HFS
1196
Horizon Financial Services
North Carolina
$2.25K +$2.07K +12 New
TCB
1197
Texas Capital Bancshares
Texas
$2.25K +$2.07K +12 New
CCM
1198
Cloud Capital Management
Washington
$2K +$2.24K +13 New
NL
1199
NVWM LLC
Pennsylvania
$1.88K
PGAM
1200
Princeton Global Asset Management
New Jersey
$1.88K