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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
CT
1251
Caldwell Trust
Florida
$2.78K
CWP
1252
Clark Wealth Partners
Illinois
$2.78K
Q1WB
1253
Quest 10 Wealth Builders
Virginia
$2.78K
NRG
1254
Nemes Rush Group
Michigan
$2.78K +$2.73K +15 New
WWA
1255
Wealth Watch Advisors
Colorado
$2.41K
SIC
1256
SJS Investment Consulting
Ohio
$2.23K +$2.18K +12 New
GWM
1257
Gilpin Wealth Management
Colorado
$2.22K +$2.18K +12 New
AF
1258
Alerus Financial
North Dakota
$2.22K
NL
1259
NVWM LLC
Pennsylvania
$2.22K +$363 +2 +20%
RWM
1260
RMG Wealth Management
Wisconsin
$2.05K +$2K +11 New
RWM
1261
Rialto Wealth Management
New York
$2.04K -$727 -4 -27%
OAJ
1262
Ogorek Anthony Joseph
New York
$2K -$2.91K -16 -53%
QWM
1263
Quaker Wealth Management
New Jersey
$1.85K +$182 +1 +11%
PGAM
1264
Princeton Global Asset Management
New Jersey
$1.85K
ACA
1265
American Capital Advisory
Idaho
$1.48K +$545 +3 +60%
ECA
1266
Elevated Capital Advisors
Utah
$1.48K +$1.45K +8 New
MWM
1267
Mascoma Wealth Management
New Hampshire
$1.3K +$1.27K +7 New
TBFA
1268
Three Bearings Fiduciary Advisors
New Hampshire
$957 +$908 +5 New
CWM
1269
Copia Wealth Management
Oregon
$926
SRCM
1270
Signature Resources Capital Management
California
$926 +$908 +5 New
OC
1271
Optima Capital
Oregon
$740 +$727 +4 New
BIM
1272
Breakwater Investment Management
Washington
$556
TFA
1273
Toth Financial Advisory
Virginia
$556 +$545 +3 New
AG
1274
AmeriFlex Group
Nevada
$555 -$545 -3 -50%
LIA
1275
Luken Investment Analytics
Tennessee
$555 +$545 +3 New