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Simon Property Group

1,257 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$398M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,257
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
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1201
Prestige Wealth Management Group
New Jersey
$5K
PWA
1202
Principia Wealth Advisory
Texas
$5K
A
1203
AlphaQuest
New York
$4.81K
CIAS
1204
CBIZ Investment Advisory Services
Ohio
$4.81K
CBT
1205
Crews Bank & Trust
Florida
$4.63K
RTL
1206
Red Tortoise LLC
Georgia
$4.26K
PIS
1207
POM Investment Strategies
North Carolina
$4.26K
HPC
1208
HM Payson & Co
Maine
$4.07K
TPBG
1209
Turning Point Benefit Group
Maryland
$4.07K
AIC
1210
Archer Investment Corporation
Indiana
$4.04K
GIM
1211
Groesbeck Investment Management
New Jersey
$4K
CFG
1212
Clayton Financial Group
Missouri
$3.7K
DCM
1213
Davis Capital Management
Florida
$3.52K
ME
1214
McIlrath & Eck
Washington
$3.33K
PWAM
1215
Private Wealth Asset Management
Iowa
$3.33K
CAM
1216
Costello Asset Management
Pennsylvania
$3.15K
BFS
1217
Bare Financial Services
Pennsylvania
$3.15K
DWM
1218
Darwin Wealth Management
Florida
$3.15K
RWS
1219
Retirement Wealth Solutions
Wisconsin
$3.07K
IIM
1220
IFC & Insurance Marketing
California
$3K
STB
1221
S&T Bank
Pennsylvania
$2.96K
HFS
1222
Horizon Financial Services
North Carolina
$2.96K
CA
1223
Crewe Advisors
Utah
$2.96K
CT
1224
Caldwell Trust
Florida
$2.78K
CWP
1225
Clark Wealth Partners
Illinois
$2.78K