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Simon Property Group

1,257 hedge funds and large institutions have $54B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 484 increasing their positions, 411 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.55% more ownership

Funds ownership: 88.86%89.41% (+0.55%)

1% less capital invested

Capital invested by funds: $54.4B → $54B (-$398M)

35% less call options, than puts

Call options by funds: $289M | Put options by funds: $446M

Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$289M
Puts
$446M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1301
Westwood Holdings Group
Texas
FFN
1302
Focus Financial Network
Minnesota
TWA
1303
TCI Wealth Advisors
Arizona
CIC
1304
Carnegie Investment Counsel
Ohio
MGIA
1305
Moneta Group Investment Advisors
Missouri
SP
1306
Saranac Partners
APM
1307
Advanced Portfolio Management
New York
RA
1308
Rise Advisors
New York
AT
1309
Arlington Trust
Alabama
CHC
1310
City Holding Co
West Virginia
CT
1311
Clearstead Trust
Maine
HFS
1312
Hopwood Financial Services
Virginia
PFA
1313
Pathway Financial Advisers
Indiana
JWM
1314
JPL Wealth Management
Colorado
PSFG
1315
Park Square Financial Group
Georgia
FLP
1316
Financial Life Planners
Arizona
GWSG
1317
GPS Wealth Strategies Group
Colorado
MAM
1318
Marquette Asset Management
Minnesota
TIM
1319
Tortoise Investment Management
New York
MNA
1320
Manning & Napier Advisors
New York
ETS
1321
ESL Trust Services
New York
CAC
1322
Core Alternative Capital
Georgia
EPW
1323
Evergreen Private Wealth
Colorado
CCM
1324
Cloud Capital Management
Washington
WW
1325
Winnow Wealth
Texas