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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
16.02%
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
PA
601
Parallel Advisors
California
$1.01M +$83.9K +440 +9%
WS
602
Wedbush Securities
California
$1M +$10.5K +55 +1%
MWM
603
Meadowbrook Wealth Management
New York
$998K
AFG
604
Atomi Financial Group
New York
$998K +$48.6K +255 +5%
CIS
605
Custom Index Systems
New York
$987K -$25.6K -134 -2%
GCA
606
Genesee Capital Advisors
New York
$980K -$88.3K -463 -8%
FTWA
607
Fifth Third Wealth Advisors
Ohio
$971K +$242K +1,269 +32%
PCP
608
Perbak Capital Partners
United Kingdom
$968K +$754K +3,954 +321%
RCM
609
Radnor Capital Management
Pennsylvania
$949K
TA
610
TrueWealth Advisors
Alabama
$944K
EI
611
Ellevest Inc
New York
$943K +$48.8K +256 +5%
AAI
612
American Assets Inc
California
$933K
OAM
613
Oppenheimer Asset Management
New York
$931K -$14.9K -78 -2%
WIA
614
World Investment Advisors
California
$929K +$763 +4 +0.1%
VA
615
VestGen Advisors
Illinois
$924K +$75.5K +396 +10%
GFM
616
GF Fund Management
China
$921K -$90.4K -474 -9%
BP
617
Ballentine Partners
Massachusetts
$919K +$21.2K +111 +2%
SAM
618
Smartleaf Asset Management
Massachusetts
$907K +$129K +678 +16%
TWC
619
TD Waterhouse Canada
Ontario, Canada
$904K +$356K +1,867 +63%
CCP
620
Clough Capital Partners
Massachusetts
$895K
MCA
621
MSH Capital Advisors
Arizona
$893K +$6.48K +34 +0.7%
TGAM
622
TBH Global Asset Management
Tennessee
$893K -$3.24K -17 -0.4%
HPG
623
Harvest Portfolios Group
Ontario, Canada
$882K -$488K -2,560 -35%
CI
624
CacheTech Inc
Utah
$880K +$108K +565 +14%
BFS
625
Bradley Foster & Sargent
Connecticut
$878K +$21.7K +114 +2%