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CION Investment

151 hedge funds and large institutions have $181M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.77M
2 +$3.35M
3 +$825K
4
Bank of America
Bank of America
North Carolina
+$766K
5
BlackRock
BlackRock
New York
+$709K

Top Sellers

1 -$1.9M
2 -$1.4M
3 -$984K
4
Invesco
Invesco
Georgia
-$909K
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
76
Financial Gravity Asset Management
Texas
$228K
KPWS
77
Kestra Private Wealth Services
Texas
$221K
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$215K
MFG
79
Merit Financial Group
Georgia
$206K
Creative Planning
80
Creative Planning
Kansas
$196K
GSWM
81
Golden State Wealth Management
California
$192K
GVAG
82
Great Valley Advisor Group
Delaware
$191K
HI
83
Harbour Investments
Wisconsin
$186K
CWM
84
Collaborative Wealth Management
Florida
$184K
SL
85
SWMG LLC
Texas
$183K
BCI
86
Brinker Capital Investments
Pennsylvania
$183K
SG
87
StoneX Group
New York
$174K
DTL
88
Dynamic Technology Lab
Singapore
$160K
WANY
89
Wealthspire Advisors (New York)
New York
$158K
AWM
90
Aviso Wealth Management
Washington
$153K
BFS
91
BridgePort Financial Solutions
Iowa
$152K
TC
92
TownSquare Capital
Utah
$150K
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$149K
IWC
94
Integrated Wealth Concepts
Massachusetts
$144K
NFSG
95
Newbridge Financial Services Group
Florida
$143K
BAM
96
Belpointe Asset Management
Nevada
$143K
Millennium Management
97
Millennium Management
New York
$139K
KWA
98
Kingswood Wealth Advisors
California
$138K
TCM
99
Triumph Capital Management
Colorado
$137K
RE
100
Rydar Equities
Texas
$136K