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Simon Property Group

1,196 hedge funds and large institutions have $48.9B invested in Simon Property Group in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 476 increasing their positions, 402 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 91

18% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 402

16% more call options, than puts

Call options by funds: $357M | Put options by funds: $307M

1% more funds holding

Funds holding: 1,1901,196 (+6)

0.46% more ownership

Funds ownership: 89.88%90.34% (+0.46%)

3% less capital invested

Capital invested by funds: $50.4B → $48.9B (-$1.5B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,196
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.23%
New
111
Increased
476
Reduced
402
Closed
91
Calls
$357M
Puts
$307M
Net Calls
+$50.1M
Net Calls Change
+$94.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1226
SVB Wealth
Massachusetts
-$634K -3,681 Closed
IWA
1227
IBEX Wealth Advisors
New Jersey
-$404K -2,346 Closed
CCG
1228
Catalina Capital Group
California
-$362K -2,104 Closed
FCI
1229
Financial Counselors Inc
Kansas
-$331K -1,922 Closed
IAP
1230
Indie Asset Partners
Indiana
-$329K -1,908 Closed
DS
1231
DRW Securities
Illinois
-$325K -1,890 Closed
SWIG
1232
Strategic Wealth Investment Group
Kentucky
-$291K -1,687 Closed
MCCP
1233
Mission Creek Capital Partners
California
-$280K -1,628 Closed
WAM
1234
Weiss Asset Management
Massachusetts
-$279K -1,623 Closed
FTUS
1235
Flow Traders U.S.
New York
-$258K -1,498 Closed
LA
1236
Legacy Advisors
Pennsylvania
-$251K -1,460 Closed
VIA
1237
Virtus Investment Advisers
Connecticut
-$250K -1,450 Closed
LWL
1238
Leo Wealth LLC
Texas
-$244K -1,418 Closed
SB
1239
Simmons Bank
Arkansas
-$241K -1,397 Closed
BWP
1240
Balboa Wealth Partners
Arizona
-$231K -1,339 Closed
GS
1241
GTS Securities
New York
-$230K -1,335 Closed
ACP
1242
Argyle Capital Partners
California
-$215K -1,247 Closed
CFGW
1243
Chancellor Financial Group WB
Pennsylvania
-$213K -1,235 Closed
DOA
1244
D'Orazio & Associates
Virginia
-$209K -1,215 Closed
OFO
1245
OneAscent Family Office
Alabama
-$208K -1,207 Closed
JSA
1246
Jacobson & Schmitt Advisors
Wisconsin
-$207K -1,200 Closed
SI
1247
Sava Infond
Slovenia
-$207K -1,200 Closed
EM
1248
Excalibur Management
Massachusetts
-$205K -1,189 Closed
FOA
1249
Five Oceans Advisors
California
-$204K -1,185 Closed
MW
1250
Marcum Wealth
Ohio
-$203K -1,180 Closed

SPG Hedge Fund Activity: Q1 2025 in Review

1,196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2025, worth a combined $48.9B — down 3% from $50.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SPG positions and 91 closed out — a net gain of 20 holders — while 476 added to existing stakes and 402 trimmed.

The largest buyer was Capital World Investors, adding an estimated $860M. The largest seller was Cohen & Steers, cutting an estimated $924M.

  • 1,196 institutional investors held Simon Property Group (SPG) as of Q1 2025, up from 1,190 in Q4 2024.
  • Funds reported $48.9B of Simon Property Group stock for Q1 2025, down 3% quarter-over-quarter.
  • 111 funds opened new Simon Property Group positions in Q1 2025 and 91 closed out, a net change of +20 holders.
  • The largest Simon Property Group buyer in Q1 2025 was Capital World Investors, an estimated $860M added.
  • The largest Simon Property Group seller in Q1 2025 was Cohen & Steers, an estimated $924M sold.

Based on aggregated 13F filings for Q1 2025.