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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
EWA
1176
EQ Wealth Advisors
Texas
$13K +$12.7K +70 New
PWMG
1177
Private Wealth Management Group
New Jersey
$12.8K -$1.09K -6 -8%
WBC
1178
West Branch Capital
Massachusetts
$12.8K
AWA
1179
American Wealth Advisors
Georgia
$12.7K +$182 +1 +1%
GA
1180
GoalVest Advisory
New York
$12.2K +$12K +66 New
IWM
1181
IMG Wealth Management
Florida
$12K +$4.91K +27 +71%
NWMP
1182
Noble Wealth Management PBC
Colorado
$11.8K +$11.6K +64 New
LB
1183
Legacy Bridge
Iowa
$11.7K +$11.4K +63 New
S
1184
Sachetta
Massachusetts
$11.3K +$4.36K +24 +65%
FIM
1185
FWL Investment Management
Texas
$10.7K +$10.5K +58 New
KG
1186
Kilter Group
New York
$10.6K +$4.18K +23 +68%
RWA
1187
Redmont Wealth Advisors
Illinois
$10.4K
LAM
1188
LOM Asset Management
$10.2K
ACM
1189
Anfield Capital Management
California
$9.81K
FC
1190
Financial Consulate
Maryland
$9.68K +$4.54K +25 +93%
KFA
1191
Kelleher Financial Advisors
New York
$9.63K
OC
1192
Oakworth Capital
Alabama
$9.63K
FP
1193
Financial Perspectives
Minnesota
$9.56K
BSB
1194
Bangor Savings Bank
Maine
$9.26K
CTA
1195
Colonial Trust Advisors
South Carolina
$9.26K
LSA
1196
Leonteq Securities AG
Switzerland
$9.07K -$10.9K -60 -55%
RDFA
1197
Ritter Daniher Financial Advisory
Ohio
$8.89K
AP
1198
Aspect Partners
Virginia
$8.89K +$908 +5 +12%
OCM
1199
Orion Capital Management
California
$8.75K
CFM
1200
Cornerstone Financial Management
Massachusetts
$8.7K +$8.54K +47 New