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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
WW
1201
Winnow Wealth
Texas
$1.69K +$1.55K +9 New
QWM
1202
Quaker Wealth Management
New Jersey
$1.69K
FCAS
1203
First Command Advisory Services
Texas
$1.31K
AT
1204
Avalon Trust
New Mexico
$1.31K +$1.21K +7 New
PAM
1205
Palisade Asset Management
Minnesota
$1.31K +$1.21K +7 New
SIP
1206
Sellwood Investment Partners
Oregon
$1.31K +$1.21K +7 New
TSMHT
1207
Thurston Springer Miller Herd & Titak
Indiana
$1.13K -$159K -923 -99%
MSWA
1208
Marshall & Sterling Wealth Advisors
New York
$1.13K
AG
1209
AmeriFlex Group
Nevada
$1.13K +$1.04K +6 New
CPG
1210
Cornerstone Planning Group
New Jersey
$954 -$2.94K -17 -33%
ACA
1211
American Capital Advisory
Idaho
$939
CWM
1212
Copia Wealth Management
Oregon
$938
IAS
1213
IMA Advisory Services
Colorado
$938
SFCL
1214
Strengthening Families & Communities LLC
Massachusetts
$769 +$691 +4 New
BIM
1215
Breakwater Investment Management
Washington
$564 +$518 +3 New
TPBG
1216
Turning Point Benefit Group
Maryland
$557 +$518 +3 New
EFMH
1217
E Fund Management (HK)
Hong Kong
$375 +$345 +2 New
RPA
1218
Redwood Park Advisors
California
$188
RJA
1219
Ross\Johnson & Associates
Minnesota
$188
Norges Bank
1220
Norges Bank
Norway
-$1.05B -6,539,326 Closed
TG
1221
TCW Group
California
-$64.5M -400,928 Closed
WAM
1222
Weiss Asset Management
Massachusetts
-$39.8M -247,691 Closed
Axa
1223
Axa
France
-$35.9M -223,592 Closed
Point72 Asset Management
1224
Point72 Asset Management
Connecticut
-$37.3M -215,874 Closed
Jane Street
1225
Jane Street
New York
-$37.2M -215,272 Closed