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CION Investment
CION

Overview Fund Activity

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
56
Reduced
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$5.28M
3
BFG
3
Berger Financial Group
Minnesota
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.91M
5
AAM
5
Advisors Asset Management
Colorado
$2.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.86M
2
Franklin Resources
2
Franklin Resources
California
$0
3
BI
3
Bulldog Investors
New Jersey
$14.7M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.59M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$469K 49,039 +6,384 +15%
Ameriprise
52
Ameriprise
Minnesota
$469K 49,018 +8,183 +20%
SB
53
Strategic Blueprint
Georgia
$462K 48,293 -3,311 -6%
CA
54
Continuum Advisory
Idaho
$404K 42,245 – –
CPRC
55
Consolidated Portfolio Review Corp
New York
$392K 40,973 -1,048 -2%
SP
56
Symmetry Partners
Connecticut
$386K 40,376 +21,817 +118%
TI
57
Trexquant Investment
Connecticut
$376K 39,306 -22,814 -37%
HighTower Advisors
58
HighTower Advisors
Illinois
$342K 35,778 -3,722 -9%
AAS
59
Avantax Advisory Services
Texas
$342K 35,751 +9,604 +37%
TCM
60
TT Capital Management
California
$329K 34,416 +3,418 +11%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$320K 33,404 +2,374 +8%
AWM
62
AE Wealth Management
Kansas
$317K 33,123 +1,044 +3%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$314K 32,788 -1,348 -4%
Mariner
64
Mariner
Kansas
$295K 30,792 +4,199 +16%
QT
65
Quantbot Technologies
New York
$284K 29,665 +29,665 New
SWM
66
SeaCrest Wealth Management
New York
$279K 29,102 +3,564 +14%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$277K 28,979 +8,402 +41%
AIFS
68
A&I Financial Services
Colorado
$275K 28,743 -2,037 -7%
SOS
69
Silver Oak Securities
Tennessee
$272K 28,461 +610 +2%
Verition Fund Management
70
Verition Fund Management
Connecticut
$262K 27,409 +8,237 +43%
SQA
71
Simon Quick Advisors
New Jersey
$244K 25,526 +1,902 +8%
EE
72
EWG Elevate
California
$244K 25,474 – –
IWM
73
IHT Wealth Management
Illinois
$244K 25,450 -534 -2%
FFA
74
Founders Financial Alliance
North Carolina
$235K 24,588 -89 -0.4%
EWM
75
EPG Wealth Management
Georgia
$232K 24,195 +982 +4%
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3
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