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Simon Property Group

1,219 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 467 increasing their positions, 413 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

23% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $46.8B → $54.5B (+$7.68B)

13% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 413

10% more call options, than puts

Call options by funds: $397M | Put options by funds: $361M

1% more funds holding

Funds holding: 1,2091,219 (+10)

0.2% less ownership

Funds ownership: 89.19%88.99% (-0.2%)

Holders
1,219
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.33%
New
128
Increased
467
Reduced
413
Closed
104
Calls
$397M
Puts
$361M
Net Calls
+$35.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
1301
Caitong International Asset Management
Hong Kong
-$27.5K -171 Closed
NC
1302
NewSquare Capital
Pennsylvania
-$20.6K -128 Closed
WTA
1303
Washington Trust Advisors
Massachusetts
-$20.3K -126 Closed
RAM
1304
Riggs Asset Management
Pennsylvania
-$17.5K -109 Closed
MAS
1305
MPWM Advisory Solutions
Georgia
-$16.5K -103 Closed
SC
1306
Solstein Capital
California
-$14.1K -88 Closed
HT
1307
Headlands Technologies
Illinois
-$13.7K -85 Closed
WA
1308
Whipplewood Advisors
Colorado
-$12.2K -76 Closed
PFG
1309
Putney Financial Group
California
-$12.1K -75 Closed
CWM
1310
Cranbrook Wealth Management
Michigan
-$8.68K -54 Closed
T
1311
Transce3nd
Texas
-$7.07K -44 Closed
CFS
1312
Compass Financial Services
Iowa
-$4.98K -31 Closed
BFP
1313
Briaud Financial Planning
Texas
-$4K -26 Closed
BC
1314
Bayforest Capital
United Kingdom
-$4.02K -25 Closed
WCM
1315
WealthTrak Capital Management
Virginia
-$3.86K -24 Closed
MPW
1316
MASECO Private Wealth
-$2.87K -18 Closed
CF
1317
Concorde Financial
Texas
-$2.41K -15 Closed
TIM
1318
Total Investment Management
Arizona
-$2.45K -15 Closed
SC
1319
Stephens Consulting
Michigan
-$1.45K -9 Closed
WTFG
1320
Wood Tarver Financial Group
Idaho
-$1K -9 Closed
YP
1321
YANKCOM Partnership
South Dakota
-$804 -5 Closed
PMFA
1322
Plante Moran Financial Advisors
Michigan
-$322 -2 Closed
LFA
1323
LGT Financial Advisors
Texas
-$163 -1 Closed
Fuller & Thaler Asset Management
1324
Fuller & Thaler Asset Management
California
-$2