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CION Investment

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$287K +$109K +10,335 +61%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$285K +$62.3K +5,894 +28%
OQS
78
Occudo Quantitative Strategies
Florida
$280K +$280K +26,466 New
MWM
79
Madison Wealth Management
Ohio
$276K +$71.6K +6,770 +35%
DT
80
Diversified Trust
Tennessee
$275K +$40.8K +3,860 +17%
CWM
81
Collaborative Wealth Management
Florida
$272K -$55.9K -5,287 -17%
KIG
82
Kowal Investment Group
Wisconsin
$271K +$7.22K +683 +3%
WWM
83
Western Wealth Management
Colorado
$264K -$28.8K -2,723 -10%
SB
84
Strategic Blueprint
Georgia
$254K -$4.59K -434 -2%
EWM
85
EPG Wealth Management
Georgia
$242K -$133K -12,536 -35%
HighTower Advisors
86
HighTower Advisors
Illinois
$241K -$9.94K -938 -4%
BCM
87
Brookstone Capital Management
Illinois
$234K +$34.4K +3,475 +17%
DI
88
DFPG Investments
Utah
$229K -$29.5K -2,772 -11%
AFG
89
Atomi Financial Group
New York
$228K +$35.3K +3,344 +18%
RFN
90
Redwood Financial Network
Ohio
$226K +$25.5K +2,414 +13%
IWC
91
Integrated Wealth Concepts
Massachusetts
$222K
IP
92
Ignite Planners
California
$214K +$214K +20,992 New
Northern Trust
93
Northern Trust
Illinois
$210K +$24.1K +2,280 +13%
SQA
94
Simon Quick Advisors
New Jersey
$208K +$6.24K +590 +3%
EGA
95
Eagle Global Advisors
Texas
$205K
SL
96
SWMG LLC
Texas
$205K
CIA
97
Cape Investment Advisory
Georgia
$204K -$2.32K -219 -1%
Franklin Resources
98
Franklin Resources
California
$198K -$50K -4,729 -20%
SBIA
99
Sheaff Brock Investment Advisors
Indiana
$197K
Jane Street
100
Jane Street
New York
$194K -$542K -51,282 -74%