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
IIM
526
InTrack Investment Management
Vermont
$1.6M -$17.5K -92 -1%
AWM
527
Apollon Wealth Management
South Carolina
$1.59M +$50.7K +266 +3%
KRSITF
528
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.59M
FM
529
Family Management
New York
$1.57M +$1.6M +8,395 New
AIA
530
Affinity Investment Advisors
California
$1.55M +$29.4K +154 +2%
CFP
531
Cascade Financial Partners
California
$1.54M +$95.4K +500 +6%
HWM
532
HB Wealth Management
Georgia
$1.54M +$119K +622 +8%
Vontobel Holding
533
Vontobel Holding
Switzerland
$1.51M +$486K +2,547 +46%
EWA
534
Emergent Wealth Advisors
New York
$1.51M +$31.1K +163 +2%
GI
535
GAMMA Investing
California
$1.5M +$164K +859 +12%
PWM
536
Perigon Wealth Management
California
$1.48M -$2.48K -13 -0.2%
BFC
537
Bedel Financial Consulting
Indiana
$1.44M -$29.9K -157 -2%
LWAM
538
Legacy Wealth Asset Management
Minnesota
$1.44M -$63.7K -334 -4%
BIG
539
Brooklyn Investment Group
New York
$1.42M +$607K +3,182 +72%
WPC
540
Wedmont Private Capital
Pennsylvania
$1.41M -$20.6K -108 -1%
AAM
541
Advisors Asset Management
Colorado
$1.41M -$1.16M -6,060 -45%
FRA
542
Frank Rimerman Advisors
California
$1.4M -$572 -3 -0%
VT
543
Vise Technologies
New York
$1.39M
PA
544
Pinnacle Associates
New York
$1.39M +$91.5K +480 +7%
CWIG
545
Chung Wu Investment Group
Texas
$1.39M -$19.1K -100 -1%
CIS
546
Capital International Sarl
California
$1.39M +$340K +1,783 +32%
ECM
547
Everence Capital Management
Indiana
$1.36M
KeyBank National Association
548
KeyBank National Association
Ohio
$1.36M -$76.5K -401 -5%
QI
549
Qtron Investments
Massachusetts
$1.36M
Assenagon Asset Management
550
Assenagon Asset Management
Luxembourg
$1.35M +$48.4K +254 +4%