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CION Investment
CION

Overview Fund Activity

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
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
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K

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
AAM
5
Advisors Asset Management
Colorado
$2.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
AAM
26
Advisors Asset Management
Colorado
$2.1M +$812K +84,855 +63%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.91M +$951K +99,364 +99%
STAS
28
Strong Tower Advisory Services
Minnesota
$1.9M +$71.8K +7,498 +4%
LSV Asset Management
29
LSV Asset Management
Illinois
$1.79M +$272K +28,400 +18%
OIA
30
OneDigital Investment Advisors
Kansas
$1.76M -$162K -16,891 -8%
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$1.76M – – –
Raymond James Financial
32
Raymond James Financial
Florida
$1.74M +$72.1K +7,532 +4%
HAG
33
HighPoint Advisor Group
Illinois
$1.51M – – –
DWM
34
Diversify Wealth Management
Utah
$1.41M -$233K -21,852 -14%
VIA
35
Virtus Investment Advisers
Connecticut
$1.04M +$181K +18,897 +21%
FGC
36
Financial Gravity Companies
Texas
$934K +$934K +97,634 New
AGM
37
Alpine Global Management
New York
$850K – – –
BHCM
38
Brevan Howard Capital Management
Jersey
$768K +$768K +80,285 New
AWM
39
Apollon Wealth Management
South Carolina
$667K +$146K +15,250 +28%
TPA
40
Trivium Point Advisory
Connecticut
$665K -$3.5K -366 -0.5%
Millennium Management
41
Millennium Management
New York
$634K +$372K +38,905 +142%
IAIM
42
International Assets Investment Management
Florida
$622K -$18.9K -1,977 -3%
EWM
43
Endowment Wealth Management
Wisconsin
$611K +$35.9K +3,753 +6%
YIH
44
Y-Intercept (HK)
Hong Kong
$606K +$480K +50,186 +381%
AMH
45
Apollo Management Holdings
New York
$605K – – –
FFS
46
Founders Financial Securities
Maryland
$509K +$163 +17 +0%
BWA
47
BlueChip Wealth Advisors
Georgia
$507K +$15.4K +1,610 +3%
WA
48
Whipplewood Advisors
Colorado
$500K +$500K +52,220 +208,880%
CIA
49
Concurrent Investment Advisors
Florida
$491K +$79.5K +8,303 +19%
CFG
50
Cooper Financial Group
California
$487K -$18.3K -1,913 -4%
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