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Simon Property Group

1,272 hedge funds and large institutions have $54.3B invested in Simon Property Group in 2025 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 489 increasing their positions, 412 reducing their positions, and 74 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2525 (0)

0% less capital invested

Capital invested by funds: $54.4B → $54.3B (-$161M)

35% less call options, than puts

Call options by funds: $290M | Put options by funds: $450M

Holders
1,272
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
$290M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1301
Caerus Investment Advisors
Texas
MFIM
1302
Mesirow Financial Investment Management
Illinois
SWIG
1303
Strategic Wealth Investment Group
Kentucky
SFC
1304
Strategic Financial Concepts
Texas
AGA
1305
Accuvest Global Advisors
Utah
Kovitz Investment Group Partners
1306
Kovitz Investment Group Partners
Illinois
FFA
1307
First Foundation Advisors
California
CAU
1308
Caxton Associates (UK)
JIC
1309
Johnson Investment Counsel
Ohio
ANTB
1310
AMG National Trust Bank
Colorado
SFG
1311
Socha Financial Group
New York
Empower Advisory Group
1312
Empower Advisory Group
Colorado
First Manhattan
1313
First Manhattan
New York
WFA
1314
WMG Financial Advisors
Tennessee
FMLI
1315
Fukoku Mutual Life Insurance
Japan
WHG
1316
Westwood Holdings Group
Texas
FFN
1317
Focus Financial Network
Minnesota
TWA
1318
TCI Wealth Advisors
Arizona
CIC
1319
Carnegie Investment Counsel
Ohio
MGIA
1320
Moneta Group Investment Advisors
Missouri
SP
1321
Saranac Partners
APM
1322
Advanced Portfolio Management
New York
RA
1323
Rise Advisors
New York
AT
1324
Arlington Trust
Alabama
CHC
1325
City Holding Co
West Virginia