We are live on ! Find out more
CION icon

CION Investment
CION

154 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 36.97% → 37.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.89M)

4% less funds holding

Funds holding: 161 → 154 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
44
Reduced
51
Closed
22
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
+$24K

Top Buyers

1
CC
CF Capital
Massachusetts
+$5.08M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$3.57M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$879K
4
Bank of America
Bank of America
North Carolina
+$816K
5
BlackRock
BlackRock
New York
+$755K

Top Sellers

1
STAS
Strong Tower Advisory Services
Minnesota
-$1.9M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.49M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
Invesco
Invesco
Georgia
-$968K
5
Wells Fargo
Wells Fargo
California
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.46M -$235K -23,288 -9%
AAM
27
Advisors Asset Management
Colorado
$2.26M +$195K +19,303 +9%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.25M +$65.5K +6,489 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.15M +$267K +26,418 +13%
LSV Asset Management
30
LSV Asset Management
Illinois
$1.77M – – –
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$1.75M – – –
OIA
32
OneDigital Investment Advisors
Kansas
$1.73M -$19.7K -1,949 -1%
Raymond James Financial
33
Raymond James Financial
Florida
$1.57M -$169K -16,732 -9%
HAG
34
HighPoint Advisor Group
Illinois
$1.5M – – –
DWM
35
Diversify Wealth Management
Utah
$1.13M -$97.5K -9,656 -7%
IAIM
36
International Assets Investment Management
Florida
$1.1M +$503K +49,803 +77%
TI
37
Trexquant Investment
Connecticut
$1.08M +$753K +74,587 +190%
VIA
38
Virtus Investment Advisers
Connecticut
$916K -$127K -12,560 -12%
AGM
39
Alpine Global Management
New York
$842K – – –
Bank of America
40
Bank of America
North Carolina
$837K +$816K +80,841 +1,084%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$825K +$879K +87,026 New
AWM
42
Apollon Wealth Management
South Carolina
$638K -$24.6K -2,435 -3%
AMH
43
Apollo Management Holdings
New York
$600K – – –
EWM
44
Endowment Wealth Management
Wisconsin
$595K -$10.7K -1,059 -2%
Jane Street
45
Jane Street
New York
$594K +$633K +62,703 New
TPA
46
Trivium Point Advisory
Connecticut
$546K -$120K -11,890 -17%
AWM
47
AE Wealth Management
Kansas
$482K +$179K +17,718 +53%
Ameriprise
48
Ameriprise
Minnesota
$478K +$14.2K +1,406 +3%
CFG
49
Cooper Financial Group
California
$466K -$17.1K -1,698 -3%
BHCM
50
Brevan Howard Capital Management
Jersey
$442K -$340K -33,640 -42%
1
2
3 4 5

CION Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2025, worth a combined $184M — down 1% from $186M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CION and 19 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 44 added.

The largest buyer was CF Capital, adding an estimated $5.08M. The largest seller was Strong Tower Advisory Services, exiting entirely with an estimated $1.9M sold.

  • 154 institutional investors held CION Investment (CION) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $184M of CION Investment stock for Q3 2025, down 1% quarter-over-quarter.
  • 19 funds opened new CION Investment positions in Q3 2025 and 22 closed out, a net change of -3 holders.
  • The largest CION Investment buyer in Q3 2025 was CF Capital, an estimated $5.08M added.
  • The largest CION Investment seller in Q3 2025 was Strong Tower Advisory Services, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.