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CION Investment
CION

Overview Fund Activity

170 hedge funds and large institutions have $200M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
54
Reduced
53
Closed
24
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.55M
2
Wells Fargo
Wells Fargo
California
+$1.64M
3
CC
CF Capital
Massachusetts
+$1.6M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.32M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.09M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$741M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.34M
3
AGM
Alpine Global Management
New York
-$3.05M
4
Franklin Resources
Franklin Resources
California
-$2.56M
5
KAS
Kestra Advisory Services
Texas
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$2.08M -$18.1K -1,746 -0.9%
BAMF
27
BI Asset Management Fondsmaeglerselskab
Denmark
$1.91M +$514K +49,659 +37%
Raymond James Financial
28
Raymond James Financial
Florida
$1.81M +$255K +24,598 +16%
STAS
29
Strong Tower Advisory Services
Minnesota
$1.69M -$129K -14,662 -7%
Franklin Resources
30
Franklin Resources
California
$1.68M -$2.56M -247,783 -60%
LSV Asset Management
31
LSV Asset Management
Illinois
$1.64M +$1.32M +127,200 +410%
HAG
32
HighPoint Advisor Group
Illinois
$1.59M – – –
DWM
33
Diversify Wealth Management
Utah
$1.56M -$144K -14,256 -8%
AAM
34
Advisors Asset Management
Colorado
$1.39M +$139K +13,466 +11%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$1.34M +$1.09M +105,155 +427%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.04M +$496K +47,909 +91%
FGAM
37
Financial Gravity Asset Management
Texas
$1.01M +$1.01M +97,281 New
VIA
38
Virtus Investment Advisers
Connecticut
$934K +$934K +90,249 New
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$925K +$925K +89,388 New
AGM
40
Alpine Global Management
New York
$919K -$3.05M -294,796 -77%
TPA
41
Trivium Point Advisory
Connecticut
$723K -$63.6K -6,148 -8%
IAIM
42
International Assets Investment Management
Florida
$693K – – –
RWA
43
Redhawk Wealth Advisors
Minnesota
$680K +$680K +65,718 New
AMH
44
Apollo Management Holdings
New York
$655K – – –
TI
45
Trexquant Investment
Connecticut
$643K -$166K -16,029 -21%
EWM
46
Endowment Wealth Management
Wisconsin
$622K +$2.33K +225 +0.4%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$566K +$499K +48,251 +747%
AWM
48
Apollon Wealth Management
South Carolina
$564K +$17.7K +1,710 +3%
CFG
49
Cooper Financial Group
California
$547K – – –
FFS
50
Founders Financial Securities
Maryland
$539K +$162K +15,978 +43%
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