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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
PWMAG
626
Pinnacle Wealth Management Advisory Group
New Jersey
$875K +$38.5K +202 +4%
CCA
627
Checchi Capital Advisers
California
$875K +$49.8K +261 +6%
AFCM
628
Applied Finance Capital Management
Puerto Rico
$871K -$21.5K -113 -2%
VW
629
Veridan Wealth
Oregon
$861K +$10.5K +55 +1%
RIA
630
Regal Investment Advisors
Michigan
$860K -$18.7K -98 -2%
MYAM
631
Meiji Yasuda Asset Management
Japan
$856K -$43.7K -229 -5%
CTA
632
Chesley Taft & Associates
Illinois
$856K +$875K +4,590 New
HIP
633
Harrell Investment Partners
Texas
$855K +$875K +4,586 New
FMI
634
Frec Markets Inc
California
$853K +$559K +2,933 +179%
SAI
635
Savvy Advisors Inc
New York
$847K +$328K +1,721 +61%
SIG
636
Sargent Investment Group
Maryland
$841K +$97.8K +513 +13%
WIS
637
Wright Investors Service
Connecticut
$830K +$849K +4,450 New
BAM
638
Belpointe Asset Management
Nevada
$830K -$52.3K -274 -6%
GHAM
639
Gilman Hill Asset Management
Connecticut
$829K -$113K -590 -12%
PHS
640
Pekin Hardy Strauss
Illinois
$825K -$18.9K -99 -2%
FFWM
641
Future Financial Wealth Management
Ohio
$810K -$13K -68 -2%
MMG
642
Monetary Management Group
Missouri
$807K
IAS
643
Insigneo Advisory Services
Florida
$804K +$3.62K +19 +0.4%
SCA
644
Strathmore Capital Advisors
North Carolina
$804K
Envestnet Portfolio Solutions
645
Envestnet Portfolio Solutions
Illinois
$804K -$715K -3,751 -47%
GIA
646
Gateway Investment Advisers
Ohio
$803K +$378K +1,982 +85%
IRC
647
Investors Research Corp
Georgia
$800K -$246K -1,289 -23%
SWP
648
Sagespring Wealth Partners
Tennessee
$800K +$63.5K +333 +8%
SLI
649
Sumitomo Life Insurance
Japan
$788K +$21.4K +112 +3%
PWMG
650
Prestige Wealth Management Group
New Jersey
$785K +$797K +4,180 +15,481%