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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
LOAMU
876
Lombard Odier Asset Management (USA)
New York
$317K +$325K +1,702 New
OGC
877
Oak Grove Capital
New Hampshire
$317K -$191K -1,000 -37%
SAM
878
Sompo Asset Management
Japan
$317K -$59.1K -310 -15%
NCM
879
Novare Capital Management
North Carolina
$316K -$84.1K -441 -21%
JTF
880
J. Team Financial
Texas
$315K -$62.6K -328 -16%
BP
881
BNP Paribas
France
$315K
PTP
882
Platform Technology Partners
New York
$311K +$2.1K +11 +0.7%
CTC
883
Cetera Trust Company
Minnesota
$311K -$38.1K -200 -11%
OWA
884
Outlook Wealth Advisors
Texas
$309K +$1.72K +9 +0.5%
FT
885
Fiduciary Trust
Massachusetts
$305K -$48.8K -256 -14%
KAM
886
Knightsbridge Asset Management
California
$304K +$1.72K +9 +0.6%
PCG
887
Prosperity Consulting Group
Maryland
$301K +$14.1K +74 +5%
LWM
888
LJI Wealth Management
Indiana
$298K
KF
889
Krilogy Financial
Missouri
$298K +$16K +84 +6%
MC
890
Machina Capital
France
$298K -$554K -2,906 -65%
CWM
891
ClientFirst Wealth Management
Arkansas
$297K
BMWS
892
Brady Martz Wealth Solutions
North Dakota
$296K +$303K +1,587 New
HBT
893
Heartland Bank & Trust
Illinois
$292K +$7.63K +40 +3%
CWM
894
Cornerstone Wealth Management
Missouri
$291K +$763 +4 +0.3%
MGI
895
Miller Global Investments
Texas
$288K +$12K +63 +4%
PTC
896
Private Trust Company
Ohio
$287K +$3.43K +18 +1%
NS
897
NBC Securities
Alabama
$286K -$36.4K -191 -11%
SFG
898
Synergy Financial Group
California
$285K +$292K +1,529 New
CAG
899
Csenge Advisory Group
Florida
$285K +$8.01K +42 +3%
JCM
900
Jacobi Capital Management
Pennsylvania
$284K +$191 +1 +0.1%