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CION Investment
CION

Overview Fund Activity

176 hedge funds and large institutions have $611M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
54
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$8.23M
3
BI
3
Bulldog Investors
New Jersey
$19.2M
4
KAS
4
Kestra Advisory Services
Texas
$6.06M
5
AGM
5
Alpine Global Management
New York
$4.37M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$766K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.23M
3
Millennium Management
3
Millennium Management
New York
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$5.97M
5
CCM
5
Callodine Capital Management
Massachusetts
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
26
Acorn Financial Advisory Services
Virginia
$2.89M +$3.93K +345 +0.1%
BlackRock
27
BlackRock
New York
$2.8M +$665K +58,337 +31%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.64M +$275K +24,131 +12%
STAS
29
Strong Tower Advisory Services
Minnesota
$2.35M +$111K +9,742 +5%
OIA
30
OneDigital Investment Advisors
Kansas
$2.31M +$68.2K +5,986 +3%
HAG
31
HighPoint Advisor Group
Illinois
$1.85M -$3.52K -300 -0.2%
DWM
32
Diversify Wealth Management
Utah
$1.84M -$165K -15,143 -8%
Raymond James Financial
33
Raymond James Financial
Florida
$1.71M +$1.71M +150,088 New
BAMF
34
BI Asset Management Fondsmaeglerselskab
Denmark
$1.53M +$413K +36,227 +37%
AAM
35
Advisors Asset Management
Colorado
$1.38M +$815K +71,526 +144%
UBS Group
36
UBS Group
Switzerland
$1.11M +$94K +8,248 +9%
FGC
37
Financial Gravity Companies
Texas
$1.11M +$924K +81,048 +499%
VEA
38
Virtus ETF Advisers
New York
$931K +$283K +24,794 +44%
TI
39
Trexquant Investment
Connecticut
$891K +$362K +31,713 +68%
TPA
40
Trivium Point Advisory
Connecticut
$867K -$57.4K -5,038 -6%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$862K +$714K +62,594 +482%
Lazard Asset Management
42
Lazard Asset Management
New York
$850K +$227K +19,969 +37%
AWS
43
Atria Wealth Solutions
New York
$839K +$37K +3,243 +5%
IAIM
44
International Assets Investment Management
Florida
$766K -$9.2M -804,107 -92%
AMH
45
Apollo Management Holdings
New York
$721K – – –
EWM
46
Endowment Wealth Management
Wisconsin
$682K +$17.4K +1,522 +3%
CFG
47
Cooper Financial Group
California
$602K -$16.4K -1,439 -3%
AWM
48
Apollon Wealth Management
South Carolina
$601K +$80.5K +7,060 +15%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$600K +$7.35K +645 +1%
CA
50
Continuum Advisory
Idaho
$518K -$15.8K -1,389 -3%
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