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Simon Property Group

1,301 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 508 increasing their positions, 445 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 84

14% more repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 445

1% more funds holding

Funds holding: 1,2861,301 (+15)

0% more capital invested

Capital invested by funds: $54.3B → $54.5B (+$184M)

0.04% more ownership

Funds ownership: 89.94%89.99% (+0.04%)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

29% less call options, than puts

Call options by funds: $313M | Put options by funds: $440M

Holders
1,301
Holders Change
+15
Holders Change %
+1.17%
% of All Funds
16.03%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.28%
New
121
Increased
508
Reduced
445
Closed
84
Calls
$313M
Puts
$440M
Net Calls
-$127M
Net Calls Change
+$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
301
Oregon Public Employees Retirement Fund
Oregon
$6.94M -$19.1K -100 -0.3%
NA
302
NewEdge Advisors
Louisiana
$6.81M -$19.3K -101 -0.3%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$6.78M -$1.53K -8 -0%
AG
304
AIA Group
Hong Kong
$6.72M +$6.87M +36,000 New
ADEF
305
Adams Diversified Equity Fund
Maryland
$6.7M +$6.85M +35,900 New
NB
306
Norinchukin Bank
Japan
$6.58M -$100K -526 -1%
MCM
307
MAI Capital Management
Ohio
$6.51M +$48.6K +255 +0.7%
MOACM
308
Mutual of America Capital Management
New York
$6.45M -$88.3K -463 -1%
SA
309
Sanctuary Advisors
Indiana
$6.44M +$2.14M +11,209 +48%
FAM
310
Fred Alger Management
New York
$6.38M -$4.39K -23 -0.1%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$6.33M +$328K +1,720 +5%
PEAK6
312
PEAK6
Illinois
$6.32M +$6.47M +33,904 New
SSWM
313
Sheets Smith Wealth Management
North Carolina
$6.32M +$196K +1,027 +3%
ECSS
314
Eurizon Capital SGR SpA
$6.2M -$969K -5,083 -13%
ELC
315
Edgar Lomax Company
Virginia
$6.16M -$2.48M -13,010 -28%
DADC
316
D.A. Davidson & Co
Montana
$6.13M +$522K +2,735 +9%
Bank Julius Baer & Co
317
Bank Julius Baer & Co
Switzerland
$6.11M +$1.1M +5,787 +21%
OAM
318
OP Asset Management
$6.08M -$484K -2,540 -7%
CIA
319
Concurrent Investment Advisors
Florida
$5.98M -$269K -1,409 -4%
TPM
320
Triasima Portfolio Management
Quebec, Canada
$5.86M +$5.99M +31,393 New
CW
321
CreativeOne Wealth
Kansas
$5.8M +$162K +852 +3%
IMCOOI
322
Investment Management Corp of Ontario (IMCO)
Canada
$5.79M +$229K +1,200 +4%
CWG
323
Cornerstone Wealth Group
North Carolina
$5.68M +$49.6K +260 +0.9%
Brown Advisory
324
Brown Advisory
Maryland
$5.67M -$439K -2,301 -7%
JPWM
325
Jamison Private Wealth Management
Georgia
$5.67M +$88.7K +465 +2%