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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
LFG
726
Larson Financial Group
Missouri
$560K +$121K +634 +27%
MIM
727
Merrion Investment Management
New Jersey
$560K
WCA
728
Westover Capital Advisors
Delaware
$560K
MA
729
Mutual Advisors
Nebraska
$556K +$7.25K +38 +1%
DWP
730
Daymark Wealth Partners
Ohio
$554K +$58.7K +308 +12%
TC
731
TownSquare Capital
Utah
$553K +$34.7K +182 +7%
MSWMA
732
Market Street Wealth Management Advisors
Indiana
$550K +$4.77K +25 +0.9%
TCWA
733
Turtle Creek Wealth Advisors
Texas
$549K +$69.8K +366 +14%
KIM
734
Kestra Investment Management
Texas
$548K -$371K -1,943 -40%
OWP
735
ORG Wealth Partners
Texas
$547K -$1.72K -9 -0.3%
FC
736
Fulcrum Capital
Washington
$546K
MWA
737
MFA Wealth Advisors
Pennsylvania
$543K +$2.86K +15 +0.5%
CAS
738
CTC Alternative Strategies
Illinois
$541K +$553K +2,900 New
AP
739
Advisors Preferred
Maryland
$539K +$264K +1,383 +92%
PFPG
740
Pinnacle Financial Partners (Georgia)
Georgia
$530K +$8.2K +43 +2%
JRPIM
741
Journey Retirement Planning & Investment Management
Idaho
$529K -$1.22M -6,407 -69%
IA
742
IFP Advisors
Florida
$528K +$6.87K +36 +1%
MCA
743
Magnolia Capital Advisors
Mississippi
$528K
EW
744
Element Wealth
Mississippi
$526K +$3.43K +18 +0.6%
WG
745
Winton Group
United Kingdom
$522K +$534K +2,800 New
GFP
746
Gryphon Financial Partners
Ohio
$522K +$47.1K +247 +10%
CAMG
747
CWA Asset Management Group
Florida
$519K +$39.3K +206 +8%
WCM
748
WealthBridge Capital Management
Ohio
$517K +$529K +2,773 New
AG
749
Ascent Group
Virginia
$514K +$8.2K +43 +2%
WAP
750
Wealthcare Advisory Partners
Pennsylvania
$512K +$8.77K +46 +2%