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Simon Property Group

1,283 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 493 increasing their positions, 413 reducing their positions, and 74 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$101M)

35% less call options, than puts

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

Holders
1,283
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1176
West Branch Capital
Massachusetts
$12.8K
AWA
1177
American Wealth Advisors
Georgia
$12.7K
GA
1178
GoalVest Advisory
New York
$12.2K
IWM
1179
IMG Wealth Management
Florida
$12K
NWMP
1180
Noble Wealth Management PBC
Colorado
$11.8K
LB
1181
Legacy Bridge
Iowa
$11.7K
S
1182
Sachetta
Massachusetts
$11.3K
FIM
1183
FWL Investment Management
Texas
$10.7K
KG
1184
Kilter Group
New York
$10.6K
RWA
1185
Redmont Wealth Advisors
Illinois
$10.4K
LAM
1186
LOM Asset Management
$10.2K
ACM
1187
Anfield Capital Management
California
$9.81K
FC
1188
Financial Consulate
Maryland
$9.68K
KFA
1189
Kelleher Financial Advisors
New York
$9.63K
OC
1190
Oakworth Capital
Alabama
$9.63K
FP
1191
Financial Perspectives
Minnesota
$9.56K
BSB
1192
Bangor Savings Bank
Maine
$9.26K
CTA
1193
Colonial Trust Advisors
South Carolina
$9.26K
LSA
1194
Leonteq Securities AG
Switzerland
$9.07K
RDFA
1195
Ritter Daniher Financial Advisory
Ohio
$8.89K
AP
1196
Aspect Partners
Virginia
$8.89K
OCM
1197
Orion Capital Management
California
$8.75K
CFM
1198
Cornerstone Financial Management
Massachusetts
$8.7K
GIM
1199
Gold Investment Management
Alberta, Canada
$8.33K
JWA
1200
JFS Wealth Advisors
Pennsylvania
$8.14K