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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
CAL
1051
Capital Analysts LLC
Pennsylvania
$132K -$15.8K -83 -11%
MA
1052
Montag & Associates
Georgia
$131K
CA
1053
CoreCap Advisors
Michigan
$128K +$1.72K +9 +1%
NFSG
1054
Newbridge Financial Services Group
Florida
$124K -$65.4K -343 -34%
AA
1055
Ancora Advisors
Ohio
$124K -$1.33K -7 -1%
FFO
1056
Fortitude Family Office
Arizona
$121K
CSC
1057
Caldwell Sutter Capital
California
$120K +$3.81K +20 +3%
CA
1058
Clearstead Advisors
Ohio
$116K -$102K -535 -46%
JFGIW
1059
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K -$54.5K -286 -32%
TIAA Trust, National Association
1060
TIAA Trust, National Association
North Carolina
$111K -$344K -1,805 -75%
QC
1061
Quent Capital
New York
$109K -$17.9K -94 -14%
PP
1062
PFS Partners
New Jersey
$106K
TSMHT
1063
Thurston Springer Miller Herd & Titak
Indiana
$106K -$7.63K -40 -7%
FMII
1064
Farmers & Merchants Investments Inc
Nebraska
$102K
NB
1065
NBT Bank
New York
$101K +$8.39K +44 +9%
CPBTD
1066
Central Pacific Bank - Trust Division
Hawaii
$100K
OP
1067
Oslo Pensjonsforsikring
$100K +$102K +536 New
OCWP
1068
Owl Creek Wealth Partners
Colorado
$98.3K +$101K +527 New
HHGA
1069
Halbert Hargrove Global Advisors
California
$97.2K
ZBNA
1070
Zions Bancorporation, National Association
Utah
$93.6K -$63.5K -333 -40%
MTIC
1071
Missouri Trust & Investment Company
Missouri
$93.3K
HIIFS
1072
Harel Insurance Investments & Financial Services
Israel
$93K +$95.4K +500 New
CSPIA
1073
Cary Street Partners Investment Advisory
Virginia
$92.9K +$2.29K +12 +2%
BW
1074
Basepoint Wealth
Iowa
$92.8K +$1.14K +6 +1%
CCA
1075
Catalyst Capital Advisors
New York
$88.6K -$5.72K -30 -6%