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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.76B +$146M +844,190 +2%
BlackRock
2
BlackRock
New York
$7.05B -$127M -733,644 -2%
State Street
3
State Street
Massachusetts
$4.08B +$54M +312,995 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.91B +$106M +616,869 +6%
Cohen & Steers
5
Cohen & Steers
New York
$1.6B -$285M -1,650,116 -16%
Capital World Investors
6
Capital World Investors
California
$1.57B +$449M +2,600,508 +45%
Bank of America
7
Bank of America
North Carolina
$1.42B -$16.5M -95,706 -1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.38B +$1.1B +6,366,711 +635%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.25B +$25.1M +145,456 +2%
Morgan Stanley
10
Morgan Stanley
New York
$1B +$13M +75,471 +1%
Northern Trust
11
Northern Trust
Illinois
$1B +$14.3M +82,550 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$847M -$10.4M -60,157 -1%
N
13
Nuveen
North Carolina
$825M -$29.4M -170,542 -4%
Charles Schwab
14
Charles Schwab
California
$762M +$46M +266,565 +7%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$714M +$54.1M +313,321 +9%
Legal & General Group
16
Legal & General Group
United Kingdom
$687M -$15M -86,813 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$622M +$47.8M +276,881 +9%
Invesco
18
Invesco
Georgia
$618M -$16.3M -94,446 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$564M +$112M +648,587 +28%
Principal Financial Group
20
Principal Financial Group
Iowa
$532M -$7.46M -43,213 -2%
Goldman Sachs
21
Goldman Sachs
New York
$493M +$21.5M +124,782 +5%
Boston Partners
22
Boston Partners
Massachusetts
$459M +$8.93M +51,748 +2%
UBS Group
23
UBS Group
Switzerland
$441M +$205M +1,187,772 +102%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$416M -$19.6M -113,378 -5%
SCM
25
Smead Capital Management
Arizona
$359M -$25.3M -146,514 -7%