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CION Investment

179 hedge funds and large institutions have $204M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
179
Holders Change
+14
Holders Change %
+8.48%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K
Name Market Value Shares Shares
Change
Shares
Change %
BCMLT
76
Beacon Capital Management LLC (Tennessee)
Tennessee
$366K 34,595 +4,700 +16%
TCM
77
Triumph Capital Management
Colorado
$344K 30,306 -6,332 -17%
EE
78
EWG Elevate
California
$333K 29,434
Neuberger Berman Group
79
Neuberger Berman Group
New York
$325K 28,728 -2,101 -7%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$321K 28,414 -904 -3%
TI
81
Trexquant Investment
Connecticut
$318K 28,076 +28,076 New
SOS
82
Silver Oak Securities
Tennessee
$315K 27,851 +21,894 +368%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$313K 27,715 -116,559 -81%
PFG
84
PAX Financial Group
Texas
$305K 27,759 +156 +0.6%
KIG
85
Kowal Investment Group
Wisconsin
$298K 26,326 +671 +3%
SB
86
Strategic Blueprint
Georgia
$289K 25,527 +1,520 +6%
KPWS
87
Kestra Private Wealth Services
Texas
$287K 25,365 -7,396 -23%
CWM
88
Collaborative Wealth Management
Florida
$285K 25,196 -567 -2%
IWM
89
IHT Wealth Management
Illinois
$284K 25,112 -2,624 -9%
Cerity Partners
90
Cerity Partners
New York
$277K 24,516 +24,516 New
EGA
91
Eagle Global Advisors
Texas
$271K 23,920 +4,480 +23%
NA
92
NewEdge Advisors
Louisiana
$263K 23,214 +23,200 +165,714%
EWM
93
EPG Wealth Management
Georgia
$256K 23,574 +676 +3%
BCM
94
Brookstone Capital Management
Illinois
$254K 22,445 -1,185 -5%
HighTower Advisors
95
HighTower Advisors
Illinois
$246K 21,769 -972 -4%
WWM
96
Western Wealth Management
Colorado
$243K 21,505 -3,440 -14%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$243K 21,480 -21,232 -50%
OQS
98
Occudo Quantitative Strategies
Florida
$239K 21,162 -5,304 -20%
DI
99
DFPG Investments
Utah
$235K 21,473
GVAG
100
Great Valley Advisor Group
Delaware
$233K 20,633 +7,003 +51%