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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
TSS
651
Two Sigma Securities
New York
$780K +$798K +4,183 New
MFF
652
Michels Family Financial
Texas
$779K -$14.1K -74 -2%
Ninety One (UK)
653
Ninety One (UK)
United Kingdom
$774K +$791K +4,150 New
WA
654
Waverly Advisors
Alabama
$769K +$182K +956 +30%
DWT
655
Dorsey & Whitney Trust
South Dakota
$769K -$35.7K -187 -4%
CWP
656
CFM Wealth Partners
Texas
$757K -$17.2K -90 -2%
AWM
657
AE Wealth Management
Kansas
$752K +$90.2K +473 +13%
ACM
658
Advisors Capital Management
New Jersey
$751K -$9.87M -51,773 -93%
MWM
659
Manske Wealth Management
Texas
$743K -$3.24K -17 -0.4%
SGI
660
Summit Global Investments
Utah
$741K -$2.3M -12,065 -75%
PPWP
661
Premier Path Wealth Partners
New Jersey
$739K +$98.6K +517 +15%
BIA
662
Beacon Investment Advisors
Maryland
$739K +$4.2K +22 +0.6%
SIA
663
SkyView Investment Advisors
New Jersey
$737K -$7.25K -38 -1%
IA
664
Inspire Advisors
Idaho
$732K +$23.6K +124 +3%
EWA
665
Exencial Wealth Advisors
Oklahoma
$731K +$747K +3,918 New
GS
666
GWN Securities
Florida
$726K +$34.3K +180 +5%
SB
667
Strategic Blueprint
Georgia
$724K +$117K +615 +19%
AW
668
Alteri Wealth
California
$724K +$3.81K +20 +0.5%
IWM
669
IHT Wealth Management
Illinois
$723K +$36.4K +191 +5%
SCM
670
Shelton Capital Management
Colorado
$720K -$191K -1,000 -21%
PCA
671
Purkiss Capital Advisors
Connecticut
$719K +$74.4K +390 +11%
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$714K +$21.9K +115 +3%
GCM
673
GKV Capital Management
California
$713K -$19.1K -100 -3%
LAM
674
L2 Asset Management
Massachusetts
$711K -$110K -578 -13%
TFA
675
Tobias Financial Advisors
Florida
$705K -$4.39K -23 -0.6%