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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
NP
951
NorthRock Partners
Minnesota
$246K -$67.7K -355 -21%
Koshinski Asset Management
952
Koshinski Asset Management
Illinois
$245K +$763 +4 +0.3%
MK
953
MASTERINVEST Kapitalanlage
$244K
LWL
954
Leo Wealth LLC
Texas
$244K -$4.2K -22 -2%
BGDI
955
BW Gestao de Investimentos
Brazil
$243K +$249K +1,304 New
SP
956
SmartHarvest Portfolios
Washington
$243K -$97.6K -512 -28%
ESB
957
Essex Savings Bank
Connecticut
$243K -$19.6K -103 -7%
BAAM
958
Baker Avenue Asset Management
California
$242K -$5.72K -30 -2%
AFP
959
Ausdal Financial Partners
Iowa
$242K +$1.33K +7 +0.5%
SN
960
Sittner & Nelson
Oregon
$241K
AA
961
Alta Advisers
United Kingdom
$240K
DZ Bank
962
DZ Bank
Germany
$240K -$9.54K -50 -4%
SG
963
StoneX Group
New York
$238K -$47.9K -251 -16%
PF
964
Phoenix Financial
Israel
$238K -$289K -1,514 -54%
AWM
965
Activest Wealth Management
Florida
$235K +$59.7K +313 +33%
SW
966
SlateStone Wealth
Florida
$235K -$37K -194 -13%
EWM
967
EPG Wealth Management
Georgia
$234K
CFO
968
Cambient Family Office
Michigan
$231K +$237K +1,241 New
CA
969
Cornerstone Advisory
Maryland
$231K +$2.48K +13 +1%
RI
970
Ridgewood Investments
New Jersey
$231K +$236K +1,238 New
KCM
971
Kathmere Capital Management
Pennsylvania
$231K +$5.72K +30 +2%
LOWM
972
Laurel Oak Wealth Management
New Jersey
$231K +$3.24K +17 +1%
BWA
973
Basecamp Wealth Advisors
Washington
$230K +$572 +3 +0.2%
AHL
974
Abel Hall LLC
Louisiana
$230K +$235K +1,231 New
EFM
975
E Fund Management
China
$229K +$234K +1,227 New