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Simon Property Group

1,295 hedge funds and large institutions have $54.5B invested in Simon Property Group in 2026 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 506 increasing their positions, 442 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.04% more ownership

Funds ownership: 89.93%89.97% (+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
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$313M
Puts
$440M
Net Calls
Net Calls Change

Top Sellers

1 -$158M
2 -$123M
3 -$106M
4
Cohen & Steers
Cohen & Steers
New York
-$92.3M
5
BlackRock
BlackRock
New York
-$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFAM
1101
Sawyer Falduto Asset Management
Illinois
$57.3K
RFS
1102
Richardson Financial Services
Massachusetts
$56.3K
OPTFSNA
1103
Old Point Trust & Financial Services N A
Virginia
$56K
KFI
1104
Key Financial Inc
Pennsylvania
$56K
WWM
1105
Western Wealth Management
Colorado
$55.6K
BCM
1106
Blume Capital Management
California
$50.4K
TLFA
1107
True Link Financial Advisors
California
$50.4K
TC
1108
Trust Company
Kansas
$50K
SGK
1109
Steigerwald Gordon & Koch
Virginia
$49.6K
MCM
1110
MV Capital Management
Maryland
$48.3K
EPL
1111
Essential Partners LLC
California
$48K
IAAG
1112
Innovative Asset Advisors Group
Connecticut
$46.8K
WSFG
1113
Wall Street Financial Group
Illinois
$45.3K
BIA
1114
Bell Investment Advisors
California
$44.4K
AF
1115
Advisornet Financial
Minnesota
$42.8K
KCM
1116
Key Capital Management
Tennessee
$42.5K
DIP
1117
DT Investment Partners
Pennsylvania
$42.5K
BFPW
1118
BOK Financial Private Wealth
Colorado
$42.3K
VNA
1119
Valley National Advisers
Pennsylvania
$42K
SWM
1120
SHP Wealth Management
Massachusetts
$41.3K
APW
1121
Aventura Private Wealth
Florida
$39.7K
SL
1122
Salomon & Ludwin
Virginia
$39.6K
DWS
1123
Dynamic Wealth Strategies
California
$39.2K
BC
1124
Bayforest Capital
United Kingdom
$38.2K
WAG
1125
Wilkerson Advisory Group
Missouri
$37.9K