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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
MWM
1276
Mascoma Wealth Management
New Hampshire
$2.05K +$763 +4 +57%
OAJ
1277
Ogorek Anthony Joseph
New York
$2K
SVCP
1278
Silicon Valley Capital Partners
California
$1.89K +$1.91K +10 New
QWM
1279
Quaker Wealth Management
New Jersey
$1.87K
YDMI
1280
Y.D. More Investments
Israel
$1.86K -$139K -729 -99%
PWA
1281
Portus Wealth Advisors
North Carolina
$1.86K +$1.91K +10 New
CCWM
1282
Cassaday & Co Wealth Management
Virginia
$1.68K +$1.72K +9 New
WTA
1283
Washington Trust Advisors
Massachusetts
$1.68K +$1.72K +9 New
ECA
1284
Elevated Capital Advisors
Utah
$1.49K
CWM
1285
Copia Wealth Management
Oregon
$933
SRCM
1286
Signature Resources Capital Management
California
$933
TBFA
1287
Three Bearings Fiduciary Advisors
New Hampshire
$933
AG
1288
AmeriFlex Group
Nevada
$896 +$381 +2 +67%
TWM
1289
TopTier Wealth Management
Wisconsin
$746 +$763 +4 New
ADL
1290
Asset Dedication LLC
California
$560 -$13.3K -70 -96%
BIM
1291
Breakwater Investment Management
Washington
$560
TFA
1292
Toth Financial Advisory
Virginia
$560
BW
1293
Bravera Wealth
North Dakota
$560 +$572 +3 New
IWS
1294
Intentional Wealth Strategies
Colorado
$560 +$572 +3 New
T
1295
Tidemark
California
$560 +$572 +3 New
AIM
1296
Arcadia Investment Management
Michigan
$374
3FI
1297
3 Factor Indexing
California
$374 +$381 +2 New
GFA
1298
Godfrey Financial Associates
New York
$373
RPA
1299
Redwood Park Advisors
California
$187
RJA
1300
Ross\Johnson & Associates
Minnesota
$187