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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
JWCA
1326
J.W. Cole Advisors
Florida
-$988K -5,931 Closed
DAS
1327
Diversify Advisory Services
Utah
-$948K -5,124 Closed
VI
1328
Versor Investments
New York
-$833K -4,500 Closed
I
1329
INVST
Indiana
-$768K -4,147 Closed
HAG
1330
HighPoint Advisor Group
Illinois
-$741K -4,003 Closed
SMA
1331
Sage Mountain Advisors
Georgia
-$725K -3,915 Closed
TI
1332
TTP Investments
California
-$606K -3,276 Closed
AWA
1333
Arete Wealth Advisors
Illinois
-$562K -3,034 Closed
FISPB
1334
Fideuram - Intesa Sanpaolo Private Banking
-$516K -2,785 Closed
BCM
1335
Bluefin Capital Management
New York
-$481K -2,600 Closed
ACA
1336
Aptus Capital Advisors
Alabama
-$399K -2,154 Closed
Group One Trading
1337
Group One Trading
Illinois
-$371K -1,946 Closed
CAS
1338
Coppell Advisory Solutions
Texas
-$331K -1,771 Closed
IA
1339
IFG Advisory
Georgia
-$319K -1,726 Closed
MWM
1340
Mission Wealth Management
California
-$315K -1,700 Closed
LAM
1341
LECAP Asset Management
United Kingdom
-$294K -1,587 Closed
MWM
1342
MinichMacGregor Wealth Management
New York
-$290K -1,568 Closed
BAM
1343
Blueshift Asset Management
New Jersey
-$288K -1,558 Closed
SCP
1344
Sivia Capital Partners
California
-$281K -1,518 Closed
DA
1345
Dover Advisors
Virginia
-$278K -1,500 Closed
USCWA
1346
U.S. Capital Wealth Advisors
Texas
-$274K -1,480 Closed
MW
1347
Marble Wealth
Alabama
-$249K -1,343 Closed
HKIMG
1348
Hutchens & Kramer Investment Management Group
Indiana
-$238K -1,284 Closed
LCM
1349
Logan Capital Management
Pennsylvania
-$243K -1,275 Closed
GI
1350
GAMCO Investors
Connecticut
-$228K -1,230 Closed