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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
PWMG
1226
Prestige Wealth Management Group
New Jersey
$5K -$790K -4,349 -99%
PWA
1227
Principia Wealth Advisory
Texas
$5K +$545 +3 +13%
A
1228
AlphaQuest
New York
$4.81K -$408K -2,246 -99%
CIAS
1229
CBIZ Investment Advisory Services
Ohio
$4.81K
CBT
1230
Crews Bank & Trust
Florida
$4.63K +$4.54K +25 New
RTL
1231
Red Tortoise LLC
Georgia
$4.26K
PIS
1232
POM Investment Strategies
North Carolina
$4.26K +$4.18K +23 New
HPC
1233
HM Payson & Co
Maine
$4.07K
TPBG
1234
Turning Point Benefit Group
Maryland
$4.07K +$3.45K +19 +633%
AIC
1235
Archer Investment Corporation
Indiana
$4.04K
GIM
1236
Groesbeck Investment Management
New Jersey
$4K +$3.63K +20 New
CFG
1237
Clayton Financial Group
Missouri
$3.7K +$3.63K +20 New
SWP
1238
Strategic Wealth Partners
Ohio
$3.7K -$6.9K -38 -66%
DCM
1239
Davis Capital Management
Florida
$3.52K
ME
1240
McIlrath & Eck
Washington
$3.33K
PWAM
1241
Private Wealth Asset Management
Iowa
$3.33K
BFS
1242
Bare Financial Services
Pennsylvania
$3.15K
CAM
1243
Costello Asset Management
Pennsylvania
$3.15K
DWM
1244
Darwin Wealth Management
Florida
$3.15K
MWA
1245
Medallion Wealth Advisors
Connecticut
$3.11K
RWS
1246
Retirement Wealth Solutions
Wisconsin
$3.07K +$182 +1 +6%
IIM
1247
IFC & Insurance Marketing
California
$3K +$3.27K +18 New
STB
1248
S&T Bank
Pennsylvania
$2.96K -$2K -11 -41%
HFS
1249
Horizon Financial Services
North Carolina
$2.96K +$727 +4 +33%
CA
1250
Crewe Advisors
Utah
$2.96K +$2.91K +16 New