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Simon Property Group

1,209 hedge funds and large institutions have $46.8B invested in Simon Property Group in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 399 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 95

27% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 399

1% more funds holding

Funds holding: 1,1961,209 (+13)

7% more call options, than puts

Call options by funds: $341M | Put options by funds: $319M

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.12B)

1.15% less ownership

Funds ownership: 90.34%89.19% (-1.2%)

Holders
1,209
Holders Change
+13
Holders Change %
+1.09%
% of All Funds
15.92%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
124
Increased
505
Reduced
399
Closed
95
Calls
$341M
Puts
$319M
Net Calls
+$23M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1201
Copia Wealth Management
Oregon
$804
YP
1202
YANKCOM Partnership
South Dakota
$804
IAS
1203
IMA Advisory Services
Colorado
$804 +$790 +5 New
PWAM
1204
Private Wealth Asset Management
Iowa
$322 -$1.42K -9 -82%
PMFA
1205
Plante Moran Financial Advisors
Michigan
$322
TFA
1206
Transamerica Financial Advisors
Florida
$239
LFA
1207
LGT Financial Advisors
Texas
$163 +$158 +1 New
RJA
1208
Ross\Johnson & Associates
Minnesota
$161
RPA
1209
Redwood Park Advisors
California
$161 +$158 +1 New
RWS
1210
Retirement Wealth Solutions
Wisconsin
$68
Fuller & Thaler Asset Management
1211
Fuller & Thaler Asset Management
California
$2
Parnassus Investments
1212
Parnassus Investments
California
-$111M -670,528 Closed
LIP
1213
Lighthouse Investment Partners
Florida
-$19.9M -120,000 Closed
Nomura Holdings
1214
Nomura Holdings
Japan
-$12.7M -76,407 Closed
CF
1215
Corebridge Financial
Texas
-$12.6M -75,806 Closed
FA
1216
Fiduciary Alliance
South Carolina
-$4.79M -28,864 Closed
GCM
1217
Greenland Capital Management
New York
-$4.01M -24,134 Closed
Renaissance Technologies
1218
Renaissance Technologies
New York
-$3.59M -21,600 Closed
Walleye Capital
1219
Walleye Capital
New York
-$2.86M -17,246 Closed
AG
1220
Algert Global
California
-$2.59M -15,606 Closed
AG
1221
AIA Group
Hong Kong
-$1.83M -11,000 Closed
WCA
1222
Waratah Capital Advisors
Ontario, Canada
-$1.78M -10,726 Closed
QC
1223
Quadrature Capital
United Kingdom
-$1.52M -9,173 Closed
RA
1224
RFG Advisory
Alabama
-$1.27M -7,675 Closed
IMRF
1225
Illinois Municipal Retirement Fund
Illinois
-$1.24M -7,454 Closed

SPG Hedge Fund Activity: Q2 2025 in Review

1,209 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2025, worth a combined $46.8B — down 4.3% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPG positions and 95 closed out — a net gain of 29 holders — while 505 added to existing stakes and 399 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $262M. The largest seller was UBS AM, cutting an estimated $505M.

  • 1,209 institutional investors held Simon Property Group (SPG) as of Q2 2025, up from 1,196 in Q1 2025.
  • Funds reported $46.8B of Simon Property Group stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 124 funds opened new Simon Property Group positions in Q2 2025 and 95 closed out, a net change of +29 holders.
  • The largest Simon Property Group buyer in Q2 2025 was JP Morgan Chase, an estimated $262M added.
  • The largest Simon Property Group seller in Q2 2025 was UBS AM, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2025.