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CION Investment

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$463K +$463K +43,766 New
Mariner
52
Mariner
Kansas
$460K +$16.6K +1,575 +4%
Tudor Investment Corp
53
Tudor Investment Corp
Connecticut
$457K +$457K +43,232 New
FFS
54
Founders Financial Securities
Maryland
$456K +$13.2K +1,251 +3%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$451K -$205K -19,424 -31%
Man Group
56
Man Group
United Kingdom
$444K -$186K -17,926 Closed
UBS Group
57
UBS Group
Switzerland
$443K -$13.5K -1,275 -3%
VEA
58
Virtus ETF Advisers
New York
$442K +$232K +21,982 +111%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$433K -$23.6K -2,237 -5%
BPA
60
Beacon Pointe Advisors
California
$405K -$44.1K -4,176 -10%
BAM
61
Belpointe Asset Management
Nevada
$399K -$451K -42,658 -53%
TCM
62
Triumph Capital Management
Colorado
$389K -$120K -11,339 -24%
Citadel Advisors
63
Citadel Advisors
Florida
$347K +$346K +32,766 +33,435%
KPWS
64
Kestra Private Wealth Services
Texas
$346K -$27.9K -2,638 -7%
PI
65
Putnam Investments
Massachusetts
$346K -$324K -30,615 -48%
RCG
66
Regatta Capital Group
California
$332K -$205K -19,408 -38%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$326K +$326K +30,829 New
NFSG
68
Newbridge Financial Services Group
Florida
$319K +$2.19K +207 +0.7%
EE
69
EWG Elevate
California
$311K
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$310K
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$310K +$43.6K +4,125 +16%
TC
72
TownSquare Capital
Utah
$310K +$15.1K +1,428 +5%
JF
73
Jump Financial
Illinois
$297K -$66.6K -6,300 -18%
IWM
74
IHT Wealth Management
Illinois
$293K -$98.5K -9,315 -25%
PFG
75
PAX Financial Group
Texas
$292K -$431K -40,765 -60%