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CION Investment

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
56
Reduced
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$469K +$61.1K +6,384 +15%
Ameriprise
52
Ameriprise
Minnesota
$469K +$78.3K +8,183 +20%
SB
53
Strategic Blueprint
Georgia
$462K -$31.7K -3,311 -6%
CA
54
Continuum Advisory
Idaho
$404K
CPRC
55
Consolidated Portfolio Review Corp
New York
$392K -$10K -1,048 -2%
SP
56
Symmetry Partners
Connecticut
$386K +$209K +21,817 +118%
TI
57
Trexquant Investment
Connecticut
$376K -$218K -22,814 -37%
HighTower Advisors
58
HighTower Advisors
Illinois
$342K -$35.6K -3,722 -9%
AAS
59
Avantax Advisory Services
Texas
$342K +$91.9K +9,604 +37%
TCM
60
TT Capital Management
California
$329K +$32.7K +3,418 +11%
BCMLT
61
Beacon Capital Management LLC (Tennessee)
Tennessee
$320K +$22.7K +2,374 +8%
AWM
62
AE Wealth Management
Kansas
$317K +$9.99K +1,044 +3%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$314K -$12.9K -1,348 -4%
Mariner
64
Mariner
Kansas
$295K +$40.2K +4,199 +16%
QT
65
Quantbot Technologies
New York
$284K +$284K +29,665 New
SWM
66
SeaCrest Wealth Management
New York
$279K +$34.1K +3,564 +14%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$277K +$80.4K +8,402 +41%
AIFS
68
A&I Financial Services
Colorado
$275K -$19.5K -2,037 -7%
SOS
69
Silver Oak Securities
Tennessee
$272K +$5.84K +610 +2%
Verition Fund Management
70
Verition Fund Management
Connecticut
$262K +$78.8K +8,237 +43%
SQA
71
Simon Quick Advisors
New Jersey
$244K +$18.2K +1,902 +8%
EE
72
EWG Elevate
California
$244K
IWM
73
IHT Wealth Management
Illinois
$244K -$5.11K -534 -2%
FFA
74
Founders Financial Alliance
North Carolina
$235K -$852 -89 -0.4%
EWM
75
EPG Wealth Management
Georgia
$232K +$9.4K +982 +4%