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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
SC
1251
Stance Capital
Massachusetts
-$201K -1,165 Closed
BDF
1252
Black Diamond Financial
Maryland
-$200K -1,163 Closed
AWM
1253
Ariadne Wealth Management
California
-$203K -1,123 Closed
XC
1254
XY Capital
Hong Kong
-$133K -773 Closed
VWM
1255
Venturi Wealth Management
Texas
-$128K -746 Closed
HT
1256
Headlands Technologies
Illinois
-$95.9K -557 Closed
ECM
1257
Eisler Capital Management
United Kingdom
-$96.5K -556 Closed
CFGS
1258
Concourse Financial Group Securities
Alabama
-$78.3K -453 Closed
T
1259
TOBAM
France
-$72K -417 Closed
VAG
1260
VisionPoint Advisory Group
Texas
-$58.1K -335 Closed
AWM
1261
Avior Wealth Management
Nebraska
-$48.7K -283 Closed
PGAM
1262
Princeton Global Asset Management
New Jersey
-$43.1K -250 Closed
SAM
1263
Synergy Asset Management
Washington
-$40.9K -242 Closed
WWA
1264
Wingate Wealth Advisors
Massachusetts
-$40.8K -237 Closed
VHAM
1265
Van Hulzen Asset Management
California
-$22.4K -130 Closed
PFA
1266
Pathway Financial Advisers
Indiana
-$18.1K -106 Closed
AA
1267
Ancora Advisors
Ohio
-$18.1K -105 Closed
BSB
1268
Bangor Savings Bank
Maine
-$17.7K -103 Closed
PFT
1269
Providence First Trust
Arizona
-$15K -87 Closed
MCA
1270
Maryland Capital Advisors
Maryland
-$12.6K -73 Closed
CAS
1271
Coppell Advisory Solutions
Texas
-$9.91K -58 Closed
FLP
1272
Financial Life Planners
Arizona
-$9.96K -58 Closed
SSB
1273
Sandy Spring Bank
Maryland
-$9.99K -58 Closed
WAS
1274
Winch Advisory Services
Wisconsin
-$5.51K -32 Closed
MA
1275
MCF Advisors
Kentucky
-$3.79K -22 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.