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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
AAM
901
Augustine Asset Management
Florida
$281K -$15.1K -79 -5%
NRC
902
New Republic Capital
North Carolina
$280K -$42.1K -221 -13%
CIA
903
Cladis Investment Advisory
Montana
$280K
LC
904
Lavaca Capital
Texas
$280K
MWM
905
Meridian Wealth Management
Kentucky
$280K -$36K -189 -11%
AWA
906
Alta Wealth Advisors
Massachusetts
$279K +$6.1K +32 +2%
CI
907
Conning Inc
Connecticut
$279K -$45.6K -239 -14%
HCMG
908
Howard Capital Management Group
California
$278K
SQA
909
Simon Quick Advisors
New Jersey
$277K +$284K +1,487 New
PA
910
Promethium Advisors
Maryland
$277K -$145K -760 -34%
OAM
911
Ostrum Asset Management
France
$277K +$188K +986 +198%
SDWIA
912
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K
MPAM
913
Murphy Pohlad Asset Management
Minnesota
$273K
AWAU
914
Alliance Wealth Advisors (Utah)
Utah
$273K -$40.4K -212 -13%
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$273K -$22.9K -120 -8%
WT
916
Washington Trust
Rhode Island
$271K
MCI
917
MRP Capital Investments
Georgia
$270K
SOW
918
State of Wyoming
Wyoming
$270K +$194K +1,015 +235%
PFT
919
Providence First Trust
Arizona
$269K +$66.2K +347 +32%
HI
920
Harbour Investments
Wisconsin
$269K +$170K +891 +162%
CWM
921
Calamos Wealth Management
Illinois
$268K +$4.77K +25 +2%
Calamos Advisors
922
Calamos Advisors
Illinois
$268K +$274K +1,439 New
1C
923
111 Capital
France
$267K +$273K +1,429 New
EV
924
EJMK Ventures
Illinois
$264K -$77.6K -407 -22%
BIA
925
Barry Investment Advisors
Massachusetts
$264K