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CION Investment

171 hedge funds and large institutions have $329M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
45
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
76
World Investment Advisors
California
$253K
NFSG
77
Newbridge Financial Services Group
Florida
$246K +$195K +19,958 +375%
HighTower Advisors
78
HighTower Advisors
Illinois
$244K +$13.1K +1,341 +6%
SB
79
Strategic Blueprint
Georgia
$242K -$74.1K -7,601 -23%
KIG
80
Kowal Investment Group
Wisconsin
$239K -$17.4K -1,781 -7%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$235K -$218K -22,322 -48%
Cerity Partners
82
Cerity Partners
New York
$230K
Franklin Resources
83
Franklin Resources
California
$229K
DI
84
DFPG Investments
Utah
$226K +$29.1K +2,684 +15%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$218K -$6.9K -708 -3%
DT
86
Diversified Trust
Tennessee
$209K +$209K +21,402 New
XT
87
XTX Topco
Cayman Islands
$204K +$204K +20,959 New
WANY
88
Wealthspire Advisors (New York)
New York
$203K +$203K +20,823 New
JW
89
Jenkins Wealth
Colorado
$202K +$202K +20,734 New
PWM
90
Prosperity Wealth Management
California
$202K +$202K +20,679 New
Creative Planning
91
Creative Planning
Kansas
$195K -$69.9K -7,168 -26%
Bank of America
92
Bank of America
North Carolina
$189K +$133K +13,598 +233%
SL
93
SWMG LLC
Texas
$189K
RA
94
RFG Advisory
Alabama
$188K -$66.8K -5,998 -26%
LW
95
Linscomb Wealth
Texas
$188K +$51.7K +5,306 +38%
MCM
96
Monument Capital Management
Virginia
$185K -$11.6K -1,185 -6%
CF
97
Centaurus Financial
California
$182K +$27.7K +2,832 +18%
SBIA
98
Sheaff Brock Investment Advisors
Indiana
$182K
ACP
99
Aveo Capital Partners
Colorado
$178K -$377K -38,620 -68%
BCM
100
Brookstone Capital Management
Illinois
$173K -$5.13K -500 -3%