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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
IB
851
Intrust Bank
Kansas
$345K
RFC
852
Regions Financial Corp
Alabama
$344K +$46.3K +243 +15%
PCM
853
Penserra Capital Management
California
$343K +$10.9K +57 +3%
PCMM
854
Piedmont Capital Management (Montana)
Montana
$341K +$572 +3 +0.2%
GWP
855
Gen-Wealth Partners
Michigan
$341K -$1.33K -7 -0.4%
MBT
856
Montecito Bank & Trust
California
$339K +$347K +1,819 New
EFA
857
Evernest Financial Advisors
Indiana
$339K +$321K +1,685 New
SBFM
858
S-Bank Fund Management
Finland
$339K -$13K -68 -4%
HA
859
Huntleigh Advisors
Missouri
$339K +$16.8K +88 +5%
FSA
860
Fort Sheridan Advisors
Illinois
$334K
RCA
861
Resonant Capital Advisors
Wisconsin
$333K +$29K +152 +9%
PP
862
PDS Planning
Ohio
$332K +$5.15K +27 +2%
WPP
863
Whalerock Point Partners
Rhode Island
$331K
WTB
864
Washington Trust Bank
Washington
$328K -$2.86K -15 -0.8%
PFA
865
Pure Financial Advisors
California
$328K +$38.7K +203 +13%
TFIPS
866
Towarzystwo Funduszy Inwestycyjnych PZU SA
$326K -$15.3K -80 -4%
CWM
867
Cabot Wealth Management
Massachusetts
$325K
ASBI
868
American State Bank (Iowa)
Iowa
$324K -$8.01K -42 -2%
IWA
869
Icon Wealth Advisors
Texas
$323K +$3.05K +16 +1%
WCM
870
Winthrop Capital Management
Indiana
$322K +$381 +2 +0.1%
OC
871
Opinicus Capital
Florida
$322K -$83.5K -438 -20%
EFG
872
Embree Financial Group
Illinois
$321K -$132K -694 -29%
EWP
873
Elevation Wealth Partners
California
$320K -$25.9K -136 -7%
BCG
874
Breakwater Capital Group
New Jersey
$318K
CFP
875
Catalyst Financial Partners
Massachusetts
$318K +$22.1K +116 +7%