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CION Investment

159 hedge funds and large institutions have $117M invested in CION Investment in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $250K | Put options by funds: $224K

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 165159 (-6)

3.96% less ownership

Funds ownership: 37.72%33.76% (-4%)

38% less capital invested

Capital invested by funds: $190M → $117M (-$72.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
53
Reduced
51
Closed
25
Calls
$250K
Puts
$224K
Net Calls
+$26K
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$338K -$16K -1,900 -4%
IFG
52
Independent Financial Group
California
$306K -$1.53M -181,542 -80%
CFG
53
Cooper Financial Group
California
$305K -$14.5K -1,722 -4%
TPA
54
Trivium Point Advisory
Connecticut
$287K -$34.6K -4,115 -9%
CFM
55
Catalyst Funds Management
Australia
$283K +$348K +41,406 New
CIA
56
Concurrent Investment Advisors
Florida
$278K -$37.8K -4,501 -10%
NC
57
nVerses Capital
Florida
$265K +$32.7K +3,889 +11%
FFS
58
Founders Financial Securities
Maryland
$262K -$99.8K -11,877 -24%
YIH
59
Y-Intercept (HK)
Hong Kong
$259K +$318K +37,814 New
CA
60
Continuum Advisory
Idaho
$255K -$20K -2,380 -6%
WS
61
Wedbush Securities
California
$247K +$10.9K +1,300 +4%
DA
62
Doliver Advisors
Texas
$246K +$302K +36,000 New
SB
63
Strategic Blueprint
Georgia
$246K -$41.2K -4,898 -12%
CEFA
64
Closed-End Fund Advisors
Virginia
$235K -$3.71M -441,501 -93%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$230K +$61.3K +7,291 +28%
SP
66
Symmetry Partners
Connecticut
$227K -$50.5K -6,014 -15%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$224K +$158K +18,843 +135%
Creative Planning
68
Creative Planning
Kansas
$207K +$78.3K +9,317 +45%
FFA
69
Founders Financial Alliance
North Carolina
$203K +$13.5K +1,601 +6%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$201K
VF
71
Virtu Financial
New York
$199K +$76.9K +9,153 +46%
BHCM
72
Brevan Howard Capital Management
Jersey
$192K +$17.5K +2,088 +8%
DTL
73
Dynamic Technology Lab
Singapore
$180K +$12.5K +1,492 +6%
TCM
74
TT Capital Management
California
$177K -$11.7K -1,393 -5%
SOS
75
Silver Oak Securities
Tennessee
$176K -$19.9K -2,372 -8%