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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
DWS
1126
Dynamic Wealth Strategies
California
$39.2K +$26.5K +139 +196%
BC
1127
Bayforest Capital
United Kingdom
$38.2K -$29.9K -157 -43%
WAG
1128
Wilkerson Advisory Group
Missouri
$37.9K +$8.58K +45 +28%
TAR
1129
Trask Adam Roland
$37.3K +$38.1K +200 New
BGAI
1130
Bruce G. Allen Investments
Colorado
$36K
FCAS
1131
First Command Advisory Services
Texas
$36K +$30.5K +160 +485%
GKIM
1132
GW&K Investment Management
Massachusetts
$35K +$1.33K +7 +4%
NECFA
1133
New England Capital Financial Advisors
Connecticut
$34.3K +$381 +2 +1%
DWP
1134
Destiny Wealth Partners
Florida
$33K +$33.8K +177 New
KFAS
1135
Keating Financial Advisory Services
Kansas
$32.8K +$11.4K +60 +52%
DWM
1136
Dogwood Wealth Management
Kansas
$31.9K +$7.82K +41 +32%
AP
1137
Atwood & Palmer
Missouri
$30.4K +$1.53K +8 +5%
FWA
1138
Flagship Wealth Advisors
Massachusetts
$29.6K
CAN
1139
Capital Advisor Network
Indiana
$29.5K +$30.1K +158 New
TCOT
1140
Trust Company of Toledo
Ohio
$28.9K +$381 +2 +1%
AT
1141
Arlington Trust
Alabama
$28.7K +$29.4K +154 New
CPG
1142
Cornerstone Planning Group
New Jersey
$28.1K +$3.05K +16 +13%
BWAM
1143
Boyd Watterson Asset Management
Ohio
$28K
CFB
1144
Cullen/Frost Bankers
Texas
$27.2K -$20K -105 -42%
TWD
1145
True Wealth Design
Ohio
$26.7K +$1.72K +9 +7%
WA
1146
WPG Advisers
Maryland
$24.1K
AWM
1147
Abound Wealth Management
Tennessee
$23.8K +$1.14K +6 +5%
HFS
1148
Hughes Financial Services
Virginia
$23.5K +$1.14K +6 +5%
NF
1149
Napier Financial
Massachusetts
$23.5K +$24K +126 New
WETS
1150
Wealth Enhancement Trust Services
South Dakota
$23.3K -$45.8K -240 -66%