CION icon

CION Investment

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
76
International Assets Investment Management
Florida
$274K -$262K -26,588 -49%
WWM
77
Western Wealth Management
Colorado
$272K +$1.47K +149 +0.5%
NFSG
78
Newbridge Financial Services Group
Florida
$255K +$5.27K +534 +2%
AAS
79
Avantax Advisory Services
Texas
$254K +$105K +10,631 +70%
WIA
80
World Investment Advisors
California
$250K
KIG
81
Kowal Investment Group
Wisconsin
$249K +$7.6K +770 +3%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$248K +$27K +2,735 +12%
HighTower Advisors
83
HighTower Advisors
Illinois
$246K
Northern Trust
84
Northern Trust
Illinois
$241K -$16.9K -1,711 -7%
Cerity Partners
85
Cerity Partners
New York
$233K
Franklin Resources
86
Franklin Resources
California
$232K
CIA
87
Cape Investment Advisory
Georgia
$224K +$224K +22,725 New
SB
88
Strategic Blueprint
Georgia
$222K -$23.9K -2,423 -10%
VEA
89
Virtus ETF Advisers
New York
$217K +$75.7K +7,665 +54%
DT
90
Diversified Trust
Tennessee
$208K -$3.36K -340 -2%
DI
91
DFPG Investments
Utah
$208K +$1.87K +189 +0.9%
WANY
92
Wealthspire Advisors (New York)
New York
$206K
FPAS
93
Focus Partners Advisor Solutions
Missouri
$199K -$38.6K -3,906 -16%
EGA
94
Eagle Global Advisors
Texas
$192K +$192K +19,440 New
SL
95
SWMG LLC
Texas
$191K
Creative Planning
96
Creative Planning
Kansas
$188K -$9.22K -934 -5%
PWM
97
Prosperity Wealth Management
California
$186K -$18K -1,819 -9%
CF
98
Centaurus Financial
California
$184K
SBIA
99
Sheaff Brock Investment Advisors
Indiana
$184K
IWC
100
Integrated Wealth Concepts
Massachusetts
$183K +$183K +18,557 New