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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
RWP
351
RWA Wealth Partners
Massachusetts
$4.44M -$154K -807 -3%
VVP
352
Venture Visionary Partners
Ohio
$4.42M +$128K +673 +3%
BCM
353
Brookstone Capital Management
Illinois
$4.39M -$33.6K -176 -0.7%
VWM
354
Vertrix Wealth Management
Michigan
$4.35M +$4.45M +23,335 New
FG
355
Fiduciary Group
Georgia
$4.31M -$33K -173 -0.7%
ASN
356
Advisory Services Network
Georgia
$4.28M -$357K -1,873 -8%
VA
357
Vident Advisory
Georgia
$4.26M -$1.29M -6,756 -23%
JSSH
358
J. Safra Sarasin Holding
$4.22M +$3.29M +17,238 +318%
HI
359
Horizon Investments
North Carolina
$4.19M -$1.14M -6,001 -21%
EP
360
Edgestream Partners
New Jersey
$4.18M -$4.05M -21,234 -49%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$4.15M -$43.5K -228 -1%
BWM
362
Benson Wealth Management
Tennessee
$4.12M -$98.4K -516 -2%
SA
363
SAM Advisors
California
$4.11M +$53K +278 +1%
OTL
364
Oak Thistle LLC
New York
$4.07M +$3.12M +16,365 +301%
YC
365
Yarbrough Capital
Tennessee
$4.01M
BC
366
Burney Company
Virginia
$4M -$660K -3,462 -14%
QT
367
Quantbot Technologies
New York
$3.99M +$2.85M +14,969 +233%
BSL
368
Blue Sparrow LLC
Delaware
$3.97M +$4.05M +21,260 New
MPIM
369
McGinn Penninger Investment Management
Virginia
$3.96M -$278K -1,456 -6%
Two Sigma Investments
370
Two Sigma Investments
New York
$3.94M +$4.02M +21,102 New
AI
371
Atria Investments
North Carolina
$3.91M -$130K -681 -3%
KRS
372
Kentucky Retirement Systems
Kentucky
$3.9M +$1.01M +5,280 +26%
WC
373
Whitney & Co
New York
$3.89M -$76.3K -400 -2%
OAC
374
OMERS Administration Corp
Ontario, Canada
$3.81M +$1.3M +6,830 +50%
MB
375
MidFirst Bank
Oklahoma
$3.79M +$312K +1,638 +9%