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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
16.02%
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
PWA
1176
Physician Wealth Advisors
Utah
$16.2K +$1.14K +6 +7%
C
1177
Covestor
United Kingdom
$16K -$11.8K -62 -42%
GEA
1178
Glen Eagle Advisors
New Jersey
$14.9K
MMCM
1179
Murphy & Mullick Capital Management
New York
$14.9K
PB
1180
Pinnacle Bancorp
Nebraska
$14.9K
WA
1181
Westfuller Advisors
New York
$14.5K -$381 -2 -3%
HWP
1182
Highline Wealth Partners
California
$14.3K +$8.39K +44 +133%
CFFP
1183
Center for Financial Planning
Michigan
$14.2K
WWM
1184
Wolff Wiese Magana
California
$14.2K
FNWA
1185
Financial Network Wealth Advisors
Utah
$13.8K
RF
1186
Rossby Financial
Florida
$13.7K -$3.62K -19 -21%
ACA
1187
Atlas Capital Advisors
Wyoming
$13.6K
HCM
1188
Hollencrest Capital Management
California
$13.3K
Kayne Anderson Rudnick Investment Management
1189
Kayne Anderson Rudnick Investment Management
California
$12.9K -$954 -5 -7%
PWMG
1190
Private Wealth Management Group
New Jersey
$12.9K
WBC
1191
West Branch Capital
Massachusetts
$12.9K
OCM
1192
Orion Capital Management
California
$12.7K +$4K +21 +45%
SA
1193
Strategic Advocates
Utah
$12.7K -$507K -2,660 -98%
WA
1194
Whipplewood Advisors
Colorado
$12.3K +$12.6K +66 New
NWMP
1195
Noble Wealth Management PBC
Colorado
$11.9K
CA
1196
Crewe Advisors
Utah
$11.9K +$9.15K +48 +300%
EFMH
1197
E Fund Management (HK)
Hong Kong
$11.9K +$11.8K +62 +3,100%
FLP
1198
Financial Life Planners
Arizona
$11.5K +$11.6K +61 New
FC
1199
Financial Consulate
Maryland
$11.1K +$1.33K +7 +13%
FFA
1200
Frazier Financial Advisors
Ohio
$10.8K +$11.1K +58 New