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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
PWM
926
Purus Wealth Management
California
$264K +$270K +1,415 New
PFBT
927
Parkside Financial Bank & Trust
Missouri
$260K +$1.72K +9 +0.6%
SAM
928
Sagewood Asset Management
New York
$260K +$265K +1,392 New
VC
929
Vicus Capital
Pennsylvania
$259K +$954 +5 +0.4%
ST
930
Smithfield Trust
Pennsylvania
$258K
SAM
931
Silvercrest Asset Management
New York
$258K -$50K -262 -16%
LI
932
Lafayette Investments
Maryland
$256K -$66.7K -350 -20%
CAM
933
Cidel Asset Management
Ontario, Canada
$256K +$38.3K +201 +17%
XWL
934
XXI Wealth LLC
Illinois
$255K -$2.86K -15 -1%
BTI
935
Blue Trust Inc
Georgia
$255K +$9.15K +48 +4%
SIC
936
Salem Investment Counselors
North Carolina
$255K
4A
937
4Wealth Advisors
Illinois
$255K -$121K -635 -31%
LWP
938
LMG Wealth Partners
Louisiana
$255K
CP
939
Canopy Partners
Ohio
$254K +$24.4K +128 +10%
HFS
940
Hantz Financial Services
Michigan
$254K +$66.7K +350 +35%
PFM
941
Patton Fund Management
Texas
$253K +$24K +126 +10%
GLA
942
Great Lakes Advisors
Illinois
$252K +$2.1K +11 +0.8%
SLG
943
Silver Lake Group
California
$252K
PCP
944
Proficio Capital Partners
Massachusetts
$251K +$1.14K +6 +0.4%
VCM
945
Versant Capital Management
Arizona
$251K +$52.6K +276 +26%
AA
946
Armis Advisers
Georgia
$251K -$19.6K -103 -8%
MC
947
Moors & Cabot
Massachusetts
$250K -$1.72K -9 -0.7%
CFM
948
Catalyst Funds Management
Australia
$250K +$255K +1,338 New
AAS
949
Ameritas Advisory Services
Nebraska
$250K -$213K -1,115 -45%
NAM
950
NorthCrest Asset Manangement
Minnesota
$249K -$89.8K -471 -26%