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
16.03%
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
FSA
776
Financial Sense Advisors
California
$466K
LAIC
777
Lederer & Associates Investment Counsel
California
$464K
DMBA
778
Deseret Mutual Benefit Administrators
Utah
$463K +$240K +1,258 +103%
DT
779
Diversified Trust
Tennessee
$460K -$1.98M -10,404 -81%
KFP
780
KMG Fiduciary Partners
Ohio
$453K +$53.8K +282 +13%
MCM
781
Manchester Capital Management
Vermont
$450K
RSWM
782
Robertson Stephens Wealth Management
California
$448K +$5.91K +31 +1%
BRWA
783
B. Riley Wealth Advisors
Florida
$448K -$507K -2,659 -52%
RPC
784
Rossmore Private Capital
Connecticut
$448K -$19.1K -100 -4%
SCP
785
Silverleafe Capital Partners
Tennessee
$448K
AWM
786
Affinity Wealth Management
Delaware
$442K
CCP
787
Carmel Capital Partners
California
$442K -$2.1K -11 -0.5%
SW
788
SMART Wealth
Nebraska
$442K +$451K +2,367 New
OWA
789
Octavia Wealth Advisors
Ohio
$441K -$36.8K -193 -8%
PI
790
PFG Investments
New York
$437K +$9.54K +50 +2%
GL
791
GHE LLC
Tennessee
$437K -$79.1K -415 -15%
RCAG
792
Rehmann Capital Advisory Group
Michigan
$434K -$76.7K -402 -15%
MJRIC
793
Mogy Joel R Investment Counsel
California
$434K -$95.4K -500 -18%
PFC
794
Phocas Financial Corp
California
$428K -$11.8K -62 -3%
MAM
795
Martingale Asset Management
Massachusetts
$426K -$48.2K -253 -10%
BFA
796
Bragg Financial Advisors
North Carolina
$425K -$14.1K -74 -3%
OTPPB
797
Ontario Teachers' Pension Plan Board
Ontario, Canada
$423K -$684K -3,588 -61%
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$423K +$2.29K +12 +0.5%
KFS
799
Kaizen Financial Strategies
California
$422K +$5.34K +28 +1%
SW
800
Simplicity Wealth
New Jersey
$422K -$3.05K -16 -0.7%