SPG icon

Simon Property Group

1,295 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2026 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 506 increasing their positions, 442 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.04% more ownership

Funds ownership: 89.93%89.97% (+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
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$313M
Puts
$440M
Net Calls
Net Calls Change

Top Sellers

1 -$158M
2 -$123M
3 -$106M
4
Cohen & Steers
Cohen & Steers
New York
-$92.3M
5
BlackRock
BlackRock
New York
-$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Aprio Wealth Management
Georgia
$368K
CAG
827
Crestwood Advisors Group
Massachusetts
$368K
BHCM
828
Brevan Howard Capital Management
Jersey
$367K
IF
829
Intrua Financial
Texas
$366K
GP
830
Guardian Partners
Canada
$365K
MWM
831
Modera Wealth Management
New Jersey
$361K
ORC
832
O'Rourke & Company
Massachusetts
$360K
FB
833
Fulton Bank
Pennsylvania
$360K
OL
834
Optas LLC
Texas
$357K
OIAM
835
OFI Invest Asset Management
France
$357K
BWP
836
BSW Wealth Partners
Colorado
$357K
CI
837
CX Institutional
Indiana
$355K
PCS
838
Personal CFO Solutions
New Jersey
$354K
NSIM
839
North Star Investment Management
Illinois
$354K
CRWM
840
Castle Rock Wealth Management
California
$354K
GAM
841
Groupama Asset Management
France
$353K
GWP
842
Gateway Wealth Partners
Wisconsin
$353K
EWA
843
EP Wealth Advisors
California
$351K
FB
844
First Bancorp
Maine
$350K
QWP
845
Quotient Wealth Partners
Texas
$350K
1WA
846
180 Wealth Advisors
Washington
$350K
LI
847
LRI Investments
Florida
$349K
RPWA
848
Regent Peak Wealth Advisors
Georgia
$346K
IB
849
Intrust Bank
Kansas
$345K
RFC
850
Regions Financial Corp
Alabama
$344K