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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
HFBOT
976
Home Federal Bank of Tennessee
Tennessee
$229K +$234K +1,225 New
WANY
977
Wealthspire Advisors (New York)
New York
$228K -$188K -987 -45%
VWA
978
Visionary Wealth Advisors
Illinois
$225K +$1.14K +6 +0.5%
MA
979
MCF Advisors
Kentucky
$225K +$215K +1,128 +1,446%
MIM
980
Morningstar Investment Management
Illinois
$225K
CTC
981
Central Trust Company
Missouri
$224K -$381 -2 -0.2%
ESC
982
Eurizon SLJ Capital
$224K +$59.3K +311 +35%
DT
983
DV Trading
Illinois
$224K +$229K +1,200 New
CFGW
984
Chancellor Financial Group WB
Pennsylvania
$223K -$2.29K -12 -1%
HHCP
985
Hilton Head Capital Partners
South Carolina
$223K +$1.53K +8 +0.7%
GHA
986
GW Henssler & Associates
Georgia
$223K +$572 +3 +0.3%
HNB
987
Hilltop National Bank
Wyoming
$223K
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$221K -$6.87K -36 -3%
BDF
989
Black Diamond Financial
Maryland
$219K +$763 +4 +0.3%
OIMU
990
Osmosis Investment Management UK
United Kingdom
$219K -$6.3M -33,044 -97%
HTC
991
Haverford Trust Company
Pennsylvania
$218K
FCA
992
Fortis Capital Advisors
Kansas
$218K +$10.3K +54 +5%
BWM
993
Biltmore Wealth Management
Arizona
$218K +$2.48K +13 +1%
CA
994
COFG Advisors
Illinois
$217K +$2.48K +13 +1%
LSPW
995
Lake Street Private Wealth
Illinois
$217K +$2.48K +13 +1%
QCIG
996
Quad-Cities Investment Group
Iowa
$216K +$2.67K +14 +1%
HFM
997
Harvest Fund Management
China
$215K -$56.3K -295 -20%
SYBT
998
Stock Yards Bank & Trust
Kentucky
$215K -$9.15K -48 -4%
LAM
999
Longboard Asset Management
Arizona
$214K
HCM
1000
Howard Capital Management
Georgia
$213K -$199K -1,044 -48%