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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
16.03%
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
WTC
826
WhitTier Trust Company
Nevada
$369K -$7.16M -37,538 -95%
AA
827
Advisory Alpha
Michigan
$368K +$376K +1,973 New
AWM
828
Aprio Wealth Management
Georgia
$368K +$376K +1,974 New
CAG
829
Crestwood Advisors Group
Massachusetts
$368K +$95.7K +502 +34%
BHCM
830
Brevan Howard Capital Management
Jersey
$367K -$5.65M -29,644 -94%
IF
831
Intrua Financial
Texas
$366K -$12K -63 -3%
GP
832
Guardian Partners
Canada
$365K +$22.3K +117 +6%
MWM
833
Modera Wealth Management
New Jersey
$361K -$44.2K -232 -11%
ORC
834
O'Rourke & Company
Massachusetts
$360K -$37.4K -196 -9%
FB
835
Fulton Bank
Pennsylvania
$360K +$6.29K +33 +2%
OL
836
Optas LLC
Texas
$357K -$7.25K -38 -2%
OIAM
837
OFI Invest Asset Management
France
$357K -$290K -1,522 -41%
BWP
838
BSW Wealth Partners
Colorado
$357K -$34.1K -179 -9%
CI
839
CX Institutional
Indiana
$355K -$14.7K -77 -4%
PCS
840
Personal CFO Solutions
New Jersey
$354K -$27.7K -145 -7%
NSIM
841
North Star Investment Management
Illinois
$354K +$59.1K +310 +20%
CRWM
842
Castle Rock Wealth Management
California
$354K -$11.4K -60 -3%
GAM
843
Groupama Asset Management
France
$353K +$8.96K +47 +3%
GWP
844
Gateway Wealth Partners
Wisconsin
$353K +$361K +1,893 New
EWA
845
EP Wealth Advisors
California
$351K -$121K -636 -25%
FB
846
First Bancorp
Maine
$350K
QWP
847
Quotient Wealth Partners
Texas
$350K +$15.4K +81 +5%
1WA
848
180 Wealth Advisors
Washington
$350K -$381 -2 -0.1%
LI
849
LRI Investments
Florida
$349K +$10.7K +56 +3%
RPWA
850
Regent Peak Wealth Advisors
Georgia
$346K +$4.2K +22 +1%