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
16.02%
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
PCIA
676
Prime Capital Investment Advisors
Kansas
$696K +$81K +425 +13%
RCI
677
RS Crum Inc
California
$695K
SWM
678
Spire Wealth Management
Virginia
$689K -$596K -3,125 -46%
PCA
679
Pallas Capital Advisors
Massachusetts
$685K +$8.39K +44 +1%
BPC
680
Bearing Point Capital
Minnesota
$676K +$9.54K +50 +1%
SS
681
Sunbelt Securities
Texas
$672K -$954 -5 -0.1%
RIL
682
Rothschild Investment LLC
Illinois
$672K -$4.2K -22 -0.6%
ATPW
683
Ashton Thomas Private Wealth
Arizona
$670K +$685K +3,590 New
AGP
684
Autumn Glory Partners
Texas
$669K
SC
685
Schulhoff & Co
Ohio
$659K
MM
686
MQS Management
New York
$655K +$669K +3,509 New
MG
687
Mather Group
Illinois
$654K +$28.8K +151 +5%
GVAG
688
Great Valley Advisor Group
Delaware
$652K +$217K +1,136 +48%
PE
689
PCM Encore
Colorado
$649K +$12K +63 +2%
WFC
690
Western Financial Corp
California
$643K +$133K +699 +25%
BA
691
Bridgewater Associates
Connecticut
$639K +$401K +2,102 +159%
UAG
692
United Advisor Group
Ohio
$635K +$3.43K +18 +0.5%
PA
693
Profund Advisors
Maryland
$635K -$232K -1,216 -26%
AL
694
Aspiriant LLC
California
$633K -$379K -1,988 -37%
YIM
695
Yoffe Investment Management
Pennsylvania
$631K
AWM
696
Adams Wealth Management
Utah
$629K +$96.3K +505 +18%
JFG
697
JDM Financial Group
Texas
$627K +$2.1K +11 +0.3%
TWP
698
Triad Wealth Partners
Kansas
$625K +$36.8K +193 +6%
PA
699
Procyon Advisors
Connecticut
$624K +$221K +1,158 +53%
AIP
700
Ameritas Investment Partners
Nebraska
$620K