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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
FFL
1101
Financial Freedom LLC
Ohio
$59K
CT
1102
Colonial Trust
South Carolina
$58.9K +$572 +3 +0.9%
DAM
1103
Delta Asset Management
Tennessee
$57.8K -$954 -5 -2%
EDRH
1104
Edmond de Rothschild Holding
Switzerland
$57.8K
SFAM
1105
Sawyer Falduto Asset Management
Illinois
$57.3K
RFS
1106
Richardson Financial Services
Massachusetts
$56.3K +$1.91K +10 +3%
OPTFSNA
1107
Old Point Trust & Financial Services N A
Virginia
$56K
KFI
1108
Key Financial Inc
Pennsylvania
$56K +$8.2K +43 +17%
BCM
1109
Blume Capital Management
California
$50.4K +$51.5K +270 New
TLFA
1110
True Link Financial Advisors
California
$50.4K +$51.5K +270 New
TC
1111
Trust Company
Kansas
$50K
SGK
1112
Steigerwald Gordon & Koch
Virginia
$49.6K
MCM
1113
MV Capital Management
Maryland
$48.3K +$1.72K +9 +4%
EP
1114
Essential Partners
California
$48K -$119K -624 -71%
IAAG
1115
Innovative Asset Advisors Group
Connecticut
$46.8K +$47.9K +251 New
WSFG
1116
Wall Street Financial Group
Illinois
$45.3K +$46.3K +243 New
BIA
1117
Bell Investment Advisors
California
$44.4K -$6.1K -32 -12%
AF
1118
Advisornet Financial
Minnesota
$42.8K -$381 -2 -0.9%
KCM
1119
Key Capital Management
Tennessee
$42.5K -$25.6K -134 -37%
DIP
1120
DT Investment Partners
Pennsylvania
$42.5K
BFPW
1121
BOK Financial Private Wealth
Colorado
$42.3K
VNA
1122
Valley National Advisers
Pennsylvania
$42K +$3.24K +17 +8%
SWM
1123
SHP Wealth Management
Massachusetts
$41.3K +$7.44K +39 +21%
APW
1124
Aventura Private Wealth
Florida
$39.7K -$19.1K -100 -32%
SL
1125
Salomon & Ludwin
Virginia
$39.6K