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CION Investment

159 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less funds holding

Funds holding: 171159 (-12)

8% less capital invested

Capital invested by funds: $200M → $184M (-$16.1M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$326K
Puts
$211K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$2.1M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.91M
STAS
28
Strong Tower Advisory Services
Minnesota
$1.9M
LSV Asset Management
29
LSV Asset Management
Illinois
$1.79M
OIA
30
OneDigital Investment Advisors
Kansas
$1.76M
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$1.76M
Raymond James Financial
32
Raymond James Financial
Florida
$1.74M
HAG
33
HighPoint Advisor Group
Illinois
$1.51M
DWM
34
Diversify Wealth Management
Utah
$1.41M
VIA
35
Virtus Investment Advisers
Connecticut
$1.04M
FGC
36
Financial Gravity Companies
Texas
$934K
AGM
37
Alpine Global Management
New York
$850K
BHCM
38
Brevan Howard Capital Management
Jersey
$768K
AWM
39
Apollon Wealth Management
South Carolina
$667K
TPA
40
Trivium Point Advisory
Connecticut
$665K
Millennium Management
41
Millennium Management
New York
$634K
IAIM
42
International Assets Investment Management
Florida
$622K
EWM
43
Endowment Wealth Management
Wisconsin
$611K
YIH
44
Y-Intercept (HK)
Hong Kong
$606K
AMH
45
Apollo Management Holdings
New York
$605K
FFS
46
Founders Financial Securities
Maryland
$509K
BWA
47
BlueChip Wealth Advisors
Georgia
$507K
WA
48
Whipplewood Advisors
Colorado
$500K
CIA
49
Concurrent Investment Advisors
Florida
$491K
CFG
50
Cooper Financial Group
California
$487K