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CION Investment
CION

154 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 36.97% → 37.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.89M)

4% less funds holding

Funds holding: 161 → 154 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
44
Reduced
51
Closed
22
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
+$24K

Top Buyers

1
CC
CF Capital
Massachusetts
+$5.08M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$3.57M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$879K
4
Bank of America
Bank of America
North Carolina
+$816K
5
BlackRock
BlackRock
New York
+$755K

Top Sellers

1
STAS
Strong Tower Advisory Services
Minnesota
-$1.9M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.49M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
Invesco
Invesco
Georgia
-$968K
5
Wells Fargo
Wells Fargo
California
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$434K -$55.2K -5,472 -11%
CA
52
Continuum Advisory
Idaho
$399K -$2.02K -200 -0.5%
CPRC
53
Consolidated Portfolio Review Corp
New York
$388K – – –
SP
54
Symmetry Partners
Connecticut
$383K – – –
SB
55
Strategic Blueprint
Georgia
$372K -$91K -9,010 -19%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$358K +$170K +16,838 +82%
FFS
57
Founders Financial Securities
Maryland
$350K -$165K -16,295 -31%
HighTower Advisors
58
HighTower Advisors
Illinois
$336K -$3.25K -322 -0.9%
BCMLT
59
Beacon Capital Management LLC (Tennessee)
Tennessee
$310K -$6.76K -670 -2%
TCM
60
TT Capital Management
California
$296K -$32.3K -3,195 -9%
WS
61
Wedbush Securities
California
$290K +$103K +10,175 +50%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$288K -$24.1K -2,392 -7%
SOS
63
Silver Oak Securities
Tennessee
$273K +$3K +297 +1%
JP Morgan Chase
64
JP Morgan Chase
New York
$270K +$147K +14,515 +104%
FFA
65
Founders Financial Alliance
North Carolina
$266K +$34.5K +3,420 +14%
Verition Fund Management
66
Verition Fund Management
Connecticut
$260K – – –
BWA
67
BlueChip Wealth Advisors
Georgia
$259K -$259K -25,625 -48%
Northern Trust
68
Northern Trust
Illinois
$251K +$81.1K +8,029 +44%
SQA
69
Simon Quick Advisors
New Jersey
$251K +$9.43K +934 +4%
GC
70
GatePass Capital
Ohio
$246K -$10.1K -1,000 -4%
IWM
71
IHT Wealth Management
Illinois
$243K +$2.05K +203 +0.8%
EE
72
EWG Elevate
California
$241K – – –
AIFS
73
A&I Financial Services
Colorado
$235K -$38.8K -3,841 -13%
EWM
74
EPG Wealth Management
Georgia
$234K +$4.86K +481 +2%
UAG
75
United Advisor Group
Ohio
$228K -$515 -51 -0.2%
1 2
3
4 5

CION Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2025, worth a combined $184M — down 1% from $186M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CION and 19 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 44 added.

The largest buyer was CF Capital, adding an estimated $5.08M. The largest seller was Strong Tower Advisory Services, exiting entirely with an estimated $1.9M sold.

  • 154 institutional investors held CION Investment (CION) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $184M of CION Investment stock for Q3 2025, down 1% quarter-over-quarter.
  • 19 funds opened new CION Investment positions in Q3 2025 and 22 closed out, a net change of -3 holders.
  • The largest CION Investment buyer in Q3 2025 was CF Capital, an estimated $5.08M added.
  • The largest CION Investment seller in Q3 2025 was Strong Tower Advisory Services, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.