We are live on ! Find out more
SPG icon

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
STA
326
Summit Trail Advisors
New York
$5.65M -$2.23M -11,695 -28%
RCA
327
Riverview Capital Advisers
Massachusetts
$5.51M -$4.29M -22,474 -43%
LFIA
328
Legacy Financial Independent Advisors
Kentucky
$5.45M +$5.58M +29,236 New
Wealth Enhancement Advisory Services
329
Wealth Enhancement Advisory Services
Minnesota
$5.44M -$775K -4,063 -12%
CGH
330
Crossmark Global Holdings
Texas
$5.42M -$66.9K -351 -1%
VU
331
Vanderbilt University
Tennessee
$5.39M +$80.1K +420 +1%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$5.32M -$78.4K -411 -1%
AF
333
Avanza Fonder
Sweden
$5.3M
WC
334
Waterloo Capital
Texas
$5.27M +$1.03M +5,414 +24%
OC
335
Oppenheimer & Co
New York
$5.24M -$65.4K -343 -1%
Jacobs Levy Equity Management
336
Jacobs Levy Equity Management
New Jersey
$5.18M -$147K -771 -3%
Rafferty Asset Management
337
Rafferty Asset Management
New York
$5.18M -$1.95M -10,217 -27%
TC
338
Truvestments Capital
Florida
$5.14M -$122K -640 -2%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$5.11M +$835K +4,380 +19%
NW
340
Naviter Wealth
Arkansas
$5.08M +$540K +2,833 +12%
IAN
341
Integrated Advisors Network
Texas
$4.97M +$1.42M +7,434 +39%
JVBC
342
J.V. Bruni & Co
Colorado
$4.94M -$183K -961 -4%
UBS AM
343
UBS AM
Illinois
$4.92M +$4.01M +21,049 +397%
SIA
344
Soltis Investment Advisors
Utah
$4.91M +$240K +1,256 +5%
CI Investments Inc
345
CI Investments Inc
Ontario, Canada
$4.83M -$17.2K -90 -0.3%
GIBU
346
Gulf International Bank (UK)
United Kingdom
$4.71M +$1.65M +8,643 +52%
PAG
347
Private Advisor Group
New Jersey
$4.64M -$905K -4,743 -16%
Federated Hermes
348
Federated Hermes
Pennsylvania
$4.51M -$7.65M -40,133 -62%
GIC
349
Generali Investments CEE
Czech Republic
$4.5M
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$4.48M