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CION Investment

173 hedge funds and large institutions have $204M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.26%37.16% (-0.1%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 178173 (-5)

51% less call options, than puts

Call options by funds: $207K | Put options by funds: $424K

67% less capital invested

Capital invested by funds: $615M → $204M (-$411M)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
56
Reduced
53
Closed
25
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
51
Founders Financial Securities
Maryland
$539K +$185K +15,978 +43%
SB
52
Strategic Blueprint
Georgia
$534K +$351K +30,227 +141%
BWA
53
BlueChip Wealth Advisors
Georgia
$532K +$194K +16,750 +48%
MF
54
Magnetar Financial
Illinois
$518K +$580K +50,023 New
WA
55
Whipplewood Advisors
Colorado
$453K -$474K -40,874 -100%
GC
56
GatePass Capital
Ohio
$445K +$211K +18,180 +73%
CIA
57
Concurrent Investment Advisors
Florida
$445K +$1.87K +161 +0.4%
Creative Planning
58
Creative Planning
Kansas
$443K +$296K +25,542 +148%
Stifel Financial
59
Stifel Financial
Missouri
$441K +$495K +42,655 New
CA
60
Continuum Advisory
Idaho
$437K -$37K -3,189 -7%
CPRC
61
Consolidated Portfolio Review Corp
New York
$435K +$62.7K +5,411 +15%
Ameriprise
62
Ameriprise
Minnesota
$423K +$98K +8,454 +26%
HighTower Advisors
63
HighTower Advisors
Illinois
$409K +$192K +16,544 +72%
MG
64
Marex Group
$364K +$408K +35,184 New
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$353K
AWM
66
AE Wealth Management
Kansas
$332K +$55.2K +4,759 +17%
Citadel Advisors
67
Citadel Advisors
Florida
$327K +$366K +31,557 New
TC
68
TownSquare Capital
Utah
$325K -$28.4K -2,445 -7%
RWA
69
Redmont Wealth Advisors
Illinois
$322K -$150K -12,950 -29%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K -$16.5K -1,420 -4%
TCM
71
TT Capital Management
California
$321K +$15.1K +1,300 +4%
AIFS
72
A&I Financial Services
Colorado
$319K -$35.7K -3,080 -9%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$308K -$91.5K -7,890 -21%
AWS
74
Atria Wealth Solutions
New York
$308K -$508K -43,800 -60%
BCM
75
Beck Capital Management
Texas
$305K +$2.2K +190 +0.6%

CION Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2025, worth a combined $204M — down 67% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CION and 24 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $5.34M sold.

  • 173 institutional investors held CION Investment (CION) as of Q1 2025, down from 178 in Q4 2024.
  • Funds reported $204M of CION Investment stock for Q1 2025, down 67% quarter-over-quarter.
  • 24 funds opened new CION Investment positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2025 was UBS Group, an estimated $2.86M added.
  • The largest CION Investment seller in Q1 2025 was Acadian Asset Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.