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CION Investment
CION

Overview Fund Activity

156 hedge funds and large institutions have $183M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
156
Holders Change
-14
Holders Change %
-8.24%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
56
Reduced
48
Closed
25
Calls
$118K
Puts
$211K
Net Calls
-$93K
Net Calls Change
+$124K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$5.28M
3
BFG
3
Berger Financial Group
Minnesota
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.91M
5
FGC
5
Financial Gravity Companies
Texas
$934K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.86M
2
Franklin Resources
2
Franklin Resources
California
$0
3
BI
3
Bulldog Investors
New Jersey
$14.7M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.59M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$14.7M 1,538,071 -156,375 -9%
Invesco
2
Invesco
Georgia
$12.9M 1,343,185 +338,121 +34%
VanEck Associates
3
VanEck Associates
New York
$12.5M 1,304,706 +76,880 +6%
LPL Financial
4
LPL Financial
California
$10.2M 1,067,915 +74,969 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.63M 902,203 +42,801 +5%
Wells Fargo
6
Wells Fargo
California
$8.49M 887,357 +7,153 +0.8%
PAG
7
Private Advisor Group
New Jersey
$6.49M 677,822 -61,534 -8%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$5.6M 585,434 +30,060 +5%
UBS Group
9
UBS Group
Switzerland
$5.28M 551,905 +207,924 +60%
CCM
10
Callodine Capital Management
Massachusetts
$5.26M 550,000 +50,000 +10%
CC
11
CF Capital
Massachusetts
$4.81M 500,000 -81,100 -14%
BFG
12
Berger Financial Group
Minnesota
$4.66M 487,404 +105,478 +28%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.59M 479,900 -118,700 -20%
PRS
14
Pinkerton Retirement Specialists
Idaho
$4.42M 461,725 -16,592 -3%
Morgan Stanley
15
Morgan Stanley
New York
$4.4M 459,664 -88,892 -16%
SPC
16
Sigma Planning Corp
Michigan
$3.28M 342,566 +4,423 +1%
AWA
17
Arkadios Wealth Advisors
Georgia
$3.15M 329,379 +10,396 +3%
BlackRock
18
BlackRock
New York
$2.98M 311,440 +79,125 +34%
KAS
19
Kestra Advisory Services
Texas
$2.97M 310,326 -4,188 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.93M 262,805 +22,894 +10%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.86M 298,700 -278,600 -48%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.73M 285,492 -9,576 -3%
AFAS
23
Acorn Financial Advisory Services
Virginia
$2.56M 267,634 +14,007 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.37M 247,703 -5,291 -2%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.21M 231,253 -101,164 -30%
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