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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
GIM
1201
Gold Investment Management
Alberta, Canada
$8.33K
JWA
1202
JFS Wealth Advisors
Pennsylvania
$8.14K
DF
1203
Dunhill Financial
United Kingdom
$7.77K +$2.54K +14 +50%
MAFA
1204
MJT & Associates Financial Advisory
Minnesota
$7.59K
CCMI
1205
Creative Capital Management Investments
California
$7.59K +$1.45K +8 +24%
IBOK
1206
Independence Bank of Kentucky
Kentucky
$7.59K +$2.91K +16 +64%
SC
1207
SouthState Corp
Florida
$7.41K -$2.18K -12 -23%
ATC
1208
Adirondack Trust Company
New York
$7.4K
NEWAS
1209
N.E.W. Advisory Services
Wisconsin
$7.4K
JWM
1210
Jessup Wealth Management
Ohio
$7.4K +$7.27K +40 New
JGIA
1211
Jackson Grant Investment Advisers
Connecticut
$7.03K
IAS
1212
IMA Advisory Services
Colorado
$7.03K +$6K +33 +660%
T. Rowe Price Investment Management
1213
T. Rowe Price Investment Management
Maryland
$7K
ANBT
1214
American National Bank & Trust
Texas
$6.85K +$2.18K +12 +48%
FCAS
1215
First Command Advisory Services
Texas
$6.11K +$4.72K +26 +371%
HWP
1216
Highline Wealth Partners
California
$6.04K -$878K -4,833 -99%
MSFP
1217
Mark Sheptoff Financial Planning
Connecticut
$5.74K
NWM
1218
Nova Wealth Management
Florida
$5.72K
SWIM
1219
Smallwood Wealth Investment Management
New Jersey
$5.55K
CTB
1220
Country Trust Bank
Illinois
$5.37K
AA
1221
Addison Advisors
Vermont
$5.18K
IW
1222
Imprint Wealth
South Carolina
$5.18K -$9.45K -52 -65%
FG
1223
Fairman Group
Pennsylvania
$5.18K +$5.09K +28 New
TFA
1224
Transamerica Financial Advisors
Florida
$5.14K -$727 -4 -13%
SIS
1225
Strategic Investment Solutions
Illinois
$5.04K