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CION Investment
CION

Overview Fund Activity

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.

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

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$5.28M
3
BFG
3
Berger Financial Group
Minnesota
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.91M
5
AAM
5
Advisors Asset Management
Colorado
$2.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.86M
2
Franklin Resources
2
Franklin Resources
California
$0
3
BI
3
Bulldog Investors
New Jersey
$14.7M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.59M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
UAG
76
United Advisor Group
Ohio
$231K 24,136 – –
Cerity Partners
77
Cerity Partners
New York
$230K 24,064 -1,602 -6%
Creative Planning
78
Creative Planning
Kansas
$229K 23,905 -18,910 -44%
KPWS
79
Kestra Private Wealth Services
Texas
$213K 22,213 +227 +1%
SG
80
StoneX Group
New York
$211K 22,031 +3,365 +18%
XT
81
XTX Topco
Cayman Islands
$207K 21,618 +21,618 New
FPAS
82
Focus Partners Advisor Solutions
Missouri
$195K 20,427 – –
WS
83
Wedbush Securities
California
$195K 20,400 +4,050 +25%
SL
84
SWMG LLC
Texas
$193K 19,374 – –
CWM
85
Collaborative Wealth Management
Florida
$186K 19,402 -1,727 -8%
MFG
86
Merit Financial Group
Georgia
$181K 18,893 -910 -5%
GSWM
87
Golden State Wealth Management
California
$180K 18,856 +8,825 +88%
Northern Trust
88
Northern Trust
Illinois
$177K 18,455 +18,455 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$172K 17,927 -667 -4%
BCI
90
Brinker Capital Investments
Pennsylvania
$171K 17,831 -4,907 -22%
AWM
91
Aviso Wealth Management
Washington
$169K 17,654 -37 -0.2%
IA
92
IFP Advisors
Florida
$161K 16,870 +369 +2%
TLA
93
Tanglewood Legacy Advisors
Texas
$161K 16,865 – –
WANY
94
Wealthspire Advisors (New York)
New York
$160K 16,687 – –
TC
95
TownSquare Capital
Utah
$157K 16,388 -15,050 -48%
BFS
96
BridgePort Financial Solutions
Iowa
$153K 15,987 – –
BAM
97
Belpointe Asset Management
Nevada
$153K 15,946 +1,490 +10%
HI
98
Harbour Investments
Wisconsin
$152K 15,930 +270 +2%
GWSG
99
GPS Wealth Strategies Group
Colorado
$148K 15,479 +129 +0.8%
IWC
100
Integrated Wealth Concepts
Massachusetts
$146K 15,230 – –
2 3
4
5 6