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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
JIC
701
Joel Isaacson & Co
New York
$619K -$134K -702 -17%
TPCW
702
TD Private Client Wealth
New York
$618K +$63.9K +335 +11%
MCM
703
Monument Capital Management
Virginia
$617K -$3.62K -19 -0.6%
HSA
704
HBK Sorce Advisory
Pennsylvania
$612K +$28.6K +150 +5%
BCV
705
Banque Cantonale Vaudoise
Switzerland
$610K +$624K +3,270 New
CIA
706
Capital Investment Advisors
Georgia
$602K +$24.4K +128 +4%
ITG
707
Index Technologies Group
New York
$602K -$15.6K -82 -2%
FCM
708
Fourpath Capital Management
Oklahoma
$602K
EWA
709
EverSource Wealth Advisors
Alabama
$597K +$47.9K +251 +9%
WA
710
WealthTrust Axiom
Pennsylvania
$597K
RC
711
Rexford Capital
Texas
$596K +$48.2K +253 +9%
JSW
712
Journey Strategic Wealth
New Jersey
$590K +$85.1K +446 +16%
NP
713
Nilsine Partners
Colorado
$590K +$20.2K +106 +4%
TW
714
TritonPoint Wealth
Maryland
$585K -$190K -995 -24%
FNBSF
715
First National Bank Sioux Falls
South Dakota
$582K -$8.39K -44 -1%
WG
716
Welch Group
Alabama
$582K +$763 +4 +0.1%
A
717
Argentarii
Ohio
$580K -$4.96K -26 -0.8%
CK
718
Cohen Klingenstein
New York
$578K
FDS
719
First Dallas Securities
Texas
$578K
CI
720
Cigna Investments
Connecticut
$575K -$10.1K -53 -2%
CVM
721
Cheviot Value Management
California
$572K
KFA
722
Krane Funds Advisors
New York
$568K +$129K +676 +29%
OFG
723
Oxford Financial Group
Indiana
$563K -$4K -21 -0.7%
NERM
724
New England Research & Management
Illinois
$561K
RBC
725
Roble Belko & Company
Pennsylvania
$560K