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CION Investment

170 hedge funds and large institutions have $200M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
54
Reduced
53
Closed
24
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Shares
Change %
SB
51
Strategic Blueprint
Georgia
$534K +$313K +30,227 +141%
BWA
52
BlueChip Wealth Advisors
Georgia
$532K +$173K +16,750 +48%
MF
53
Magnetar Financial
Illinois
$518K +$518K +50,023 New
WA
54
Whipplewood Advisors
Colorado
$453K -$741M -40,874 -100%
CIA
55
Concurrent Investment Advisors
Florida
$445K +$1.67K +161 +0.4%
Creative Planning
56
Creative Planning
Kansas
$443K +$264K +25,542 +148%
Stifel Financial
57
Stifel Financial
Missouri
$441K +$441K +42,655 New
CA
58
Continuum Advisory
Idaho
$437K -$33K -3,189 -7%
CPRC
59
Consolidated Portfolio Review Corp
New York
$435K +$56K +5,411 +15%
Ameriprise
60
Ameriprise
Minnesota
$423K +$87.5K +8,454 +26%
HighTower Advisors
61
HighTower Advisors
Illinois
$409K +$171K +16,544 +72%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$353K
AWM
63
AE Wealth Management
Kansas
$332K +$49.3K +4,759 +17%
Citadel Advisors
64
Citadel Advisors
Florida
$327K +$327K +31,557 New
TC
65
TownSquare Capital
Utah
$325K -$25.3K -2,445 -7%
RWA
66
Redmont Wealth Advisors
Illinois
$322K -$134K -12,950 -29%
BCMLT
67
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K -$14.7K -1,420 -4%
TCM
68
TT Capital Management
California
$321K +$13.5K +1,300 +4%
AIFS
69
A&I Financial Services
Colorado
$319K -$31.9K -3,080 -9%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$308K -$81.7K -7,890 -21%
AWS
71
Atria Wealth Solutions
New York
$308K -$453K -43,800 -60%
BCM
72
Beck Capital Management
Texas
$305K +$1.97K +190 +0.6%
CA
73
Clearstead Advisors
Ohio
$296K +$161K +15,567 +120%
SOS
74
Silver Oak Securities
Tennessee
$291K
Millennium Management
75
Millennium Management
New York
$283K +$283K +27,349 New