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CION Investment

176 hedge funds and large institutions have $611M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
54
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
51
Redmont Wealth Advisors
Illinois
$503K
CIA
52
Concurrent Investment Advisors
Florida
$488K +$12.5K +1,093 +3%
WA
53
Whipplewood Advisors
Colorado
$466K +$466K +40,899 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$429K -$26.2K -2,297 -6%
FFS
55
Founders Financial Securities
Maryland
$424K -$30.1K -2,639 -7%
CPRC
56
Consolidated Portfolio Review Corp
New York
$417K +$417K +36,610 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$400K -$502K -44,071 -56%
BWA
58
BlueChip Wealth Advisors
Georgia
$395K -$169K -14,857 -30%
TC
59
TownSquare Capital
Utah
$386K +$27.9K +2,445 +8%
AIFS
60
A&I Financial Services
Colorado
$386K +$386K +33,860 New
ECM
61
ExodusPoint Capital Management
New York
$370K -$247K -21,652 -40%
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$370K +$7.46K +654 +2%
Ameriprise
63
Ameriprise
Minnesota
$369K -$79.2K -6,950 -18%
LSV Asset Management
64
LSV Asset Management
Illinois
$353K +$287K +25,200 +434%
TCM
65
TT Capital Management
California
$339K +$339K +29,698 New
BCM
66
Beck Capital Management
Texas
$333K -$3.17K -278 -0.9%
KWA
67
Kingswood Wealth Advisors
California
$333K +$333K +29,198 New
SOS
68
Silver Oak Securities
Tennessee
$313K
AWM
69
AE Wealth Management
Kansas
$311K -$44.6K -3,915 -13%
Mariner
70
Mariner
Kansas
$310K -$55.3K -4,852 -15%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$306K -$105K -9,250 -26%
UAG
72
United Advisor Group
Ohio
$302K -$46 -4 -0%
OPS
73
Orion Portfolio Solutions
Nebraska
$301K -$8.35K -732 -3%
BCI
74
Brinker Capital Investments
Pennsylvania
$301K -$8.35K -732 -3%
IWM
75
IHT Wealth Management
Illinois
$296K +$2.03K +178 +0.7%