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CION Investment

171 hedge funds and large institutions have $329M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
45
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$520K -$17.8K -1,825 -3%
EGM
52
Engineers Gate Manager
New York
$505K +$23.7K +2,429 +5%
RCG
53
Regatta Capital Group
California
$504K +$141K +14,445 +39%
EWM
54
Endowment Wealth Management
Wisconsin
$503K +$11.6K +1,187 +2%
CBFP
55
Cedar Brook Financial Partners
Ohio
$500K
RJFSA
56
Raymond James Financial Services Advisors
Florida
$430K -$18.8K -1,927 -4%
KPWS
57
Kestra Private Wealth Services
Texas
$425K -$197K -20,199 -32%
IWM
58
IHT Wealth Management
Illinois
$423K -$15.8K -1,622 -4%
TCM
59
Triumph Capital Management
Colorado
$423K +$71.6K +7,343 +20%
SOS
60
Silver Oak Securities
Tennessee
$414K +$356K +36,457 +612%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$414K -$97.5K -10,002 -19%
FFS
62
Founders Financial Securities
Maryland
$408K -$131K -13,447 -24%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$405K +$372K +38,197 +1,139%
JF
64
Jump Financial
Illinois
$404K -$16.6K -1,700 -4%
EWM
65
EPG Wealth Management
Georgia
$372K -$601K -61,675 -62%
BPA
66
Beacon Pointe Advisors
California
$360K -$302K -30,933 -46%
EE
67
EWG Elevate
California
$355K
MCC
68
Money Concepts Capital
Florida
$307K +$307K +31,467 New
CWM
69
Collaborative Wealth Management
Florida
$306K -$82.1K -8,419 -21%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K -$83.1K -8,521 -21%
PI
71
Putnam Investments
Massachusetts
$301K +$123K +12,573 +69%
TC
72
TownSquare Capital
Utah
$297K +$177K +18,169 +148%
CSS
73
Cubist Systematic Strategies
Connecticut
$291K -$343K -35,143 -54%
WWM
74
Western Wealth Management
Colorado
$267K -$292K -29,936 -52%
Northern Trust
75
Northern Trust
Illinois
$255K +$97.4K +9,987 +62%