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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.59B +$46.8M +267,503 +0.6%
BlackRock
2
BlackRock
New York
$6.52B +$50.7M +290,107 +0.7%
State Street
3
State Street
Massachusetts
$3.52B +$37.4M +213,770 +1%
Cohen & Steers
4
Cohen & Steers
New York
$1.86B -$924M -5,287,740 -32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.57B +$53.2M +304,593 +3%
Norges Bank
6
Norges Bank
Norway
$1.46B -$554M -3,169,463 -27%
Bank of America
7
Bank of America
North Carolina
$1.1B +$29.2M +167,024 +3%
Capital World Investors
8
Capital World Investors
California
$933M +$860M +4,922,445 +708%
Northern Trust
9
Northern Trust
Illinois
$923M +$16.8M +96,126 +2%
Morgan Stanley
10
Morgan Stanley
New York
$896M -$18.6M -106,443 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$806M +$24.8M +141,657 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$752M -$1.41M -8,075 -0.2%
N
13
Nuveen
North Carolina
$725M +$141M +809,049 +23%
Legal & General Group
14
Legal & General Group
United Kingdom
$632M +$11.2M +63,957 +2%
Charles Schwab
15
Charles Schwab
California
$608M +$4.17M +23,873 +0.7%
Invesco
16
Invesco
Georgia
$608M -$97.1M -555,372 -13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$606M -$20.8M -119,106 -3%
UBS AM
18
UBS AM
Illinois
$604M +$39.4M +225,518 +7%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$549M -$61.2M -350,307 -10%
Principal Financial Group
20
Principal Financial Group
Iowa
$533M +$320M +1,830,264 +133%
Deutsche Bank
21
Deutsche Bank
Germany
$526M -$73.6M -421,186 -12%
Goldman Sachs
22
Goldman Sachs
New York
$476M +$82.6M +472,416 +20%
Boston Partners
23
Boston Partners
Massachusetts
$405M -$10.9M -62,645 -3%
SCM
24
Smead Capital Management
Arizona
$388M -$38.7M -221,491 -9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$371M -$5.63M -32,199 -1%

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.