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CION Investment

173 hedge funds and large institutions have $204M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.26%37.16% (-0.1%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 178173 (-5)

51% less call options, than puts

Call options by funds: $207K | Put options by funds: $424K

67% less capital invested

Capital invested by funds: $615M → $204M (-$411M)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
56
Reduced
53
Closed
25
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
26
BlackRock
New York
$2.4M -$154K -13,293 -5%
OIA
27
OneDigital Investment Advisors
Kansas
$2.08M -$20.2K -1,746 -0.9%
BAMF
28
BI Asset Management Fondsmaeglerselskab
Denmark
$1.91M +$576K +49,659 +37%
Raymond James Financial
29
Raymond James Financial
Florida
$1.81M +$285K +24,598 +16%
STAS
30
Strong Tower Advisory Services
Minnesota
$1.69M -$170K -14,662 -7%
Franklin Resources
31
Franklin Resources
California
$1.68M -$2.87M -247,783 -60%
LSV Asset Management
32
LSV Asset Management
Illinois
$1.64M +$1.47M +127,200 +410%
HAG
33
HighPoint Advisor Group
Illinois
$1.59M
DWM
34
Diversify Wealth Management
Utah
$1.56M -$165K -14,256 -8%
AAM
35
Advisors Asset Management
Colorado
$1.39M +$156K +13,466 +11%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$1.34M +$1.22M +105,155 +427%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.04M +$556K +47,909 +91%
FGAM
38
Financial Gravity Asset Management
Texas
$1.01M +$1.13M +97,281 New
VIA
39
Virtus Investment Advisers
Connecticut
$934K +$1.05M +90,249 New
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$925K +$1.04M +89,388 New
AGM
41
Alpine Global Management
New York
$919K -$3.42M -294,796 -77%
TPA
42
Trivium Point Advisory
Connecticut
$723K -$71.3K -6,148 -8%
IAIM
43
International Assets Investment Management
Florida
$693K
RWA
44
Redhawk Wealth Advisors
Minnesota
$680K +$762K +65,718 New
AMH
45
Apollo Management Holdings
New York
$655K
TI
46
Trexquant Investment
Connecticut
$643K -$186K -16,029 -21%
EWM
47
Endowment Wealth Management
Wisconsin
$622K +$2.61K +225 +0.4%
JP Morgan Chase
48
JP Morgan Chase
New York
$566K +$560K +48,251 +747%
AWM
49
Apollon Wealth Management
South Carolina
$564K +$19.8K +1,710 +3%
CFG
50
Cooper Financial Group
California
$547K

CION Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2025, worth a combined $204M — down 67% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CION and 24 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $5.34M sold.

  • 173 institutional investors held CION Investment (CION) as of Q1 2025, down from 178 in Q4 2024.
  • Funds reported $204M of CION Investment stock for Q1 2025, down 67% quarter-over-quarter.
  • 24 funds opened new CION Investment positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2025 was UBS Group, an estimated $2.86M added.
  • The largest CION Investment seller in Q1 2025 was Acadian Asset Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.