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CION Investment
CION

Overview Fund Activity

173 hedge funds and large institutions have $201M invested in CION Investment in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
63
Reduced
55
Closed
26
Calls
$248K
Puts
$102K
Net Calls
+$146K
Net Calls Change
-$36K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.77M
2
AGM
Alpine Global Management
New York
$6.97M
3
Morgan Stanley
Morgan Stanley
New York
$6.69M
4
Franklin Resources
Franklin Resources
California
$2.15M
5
CCM
Callodine Capital Management
Massachusetts
$6.88M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$6.12M
2
FGAM
Financial Gravity Asset Management
Texas
$460K
3
AWM
AE Wealth Management
Kansas
$269K
4
Millennium Management
Millennium Management
New York
$5.7M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
76
EWG Elevate
California
$324K – – –
RJFSA
77
Raymond James Financial Services Advisors
Florida
$314K +$314K +28,576 New
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$311K +$5.96K +542 +2%
PFG
79
PAX Financial Group
Texas
$309K +$3.3K +300 +1%
SOS
80
Silver Oak Securities
Tennessee
$306K – – –
KIG
81
Kowal Investment Group
Wisconsin
$300K +$10.6K +964 +4%
KPWS
82
Kestra Private Wealth Services
Texas
$293K +$13.6K +1,234 +5%
UAG
83
United Advisor Group
Ohio
$290K +$290K +26,359 New
Cerity Partners
84
Cerity Partners
New York
$282K +$12.7K +1,150 +5%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$282K +$282K +25,603 New
IWM
86
IHT Wealth Management
Illinois
$280K +$3.43K +312 +1%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$279K +$279K +25,373 New
GVAG
88
Great Valley Advisor Group
Delaware
$277K +$50.6K +4,606 +22%
CWM
89
Collaborative Wealth Management
Florida
$273K -$4.48K -407 -2%
CIM
90
Cambria Investment Management
California
$270K +$270K +24,579 New
BWA
91
BlueChip Wealth Advisors
Georgia
$270K +$104K +9,482 +63%
AWM
92
AE Wealth Management
Kansas
$269K -$2.83M -257,669 -91%
EGA
93
Eagle Global Advisors
Texas
$263K – – –
BCM
94
Beck Capital Management
Texas
$260K +$260K +23,596 New
FFA
95
Farther Finance Advisors
California
$246K +$238K +21,426 +2,695%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$238K +$53.1K +4,825 +29%
WWM
97
Western Wealth Management
Colorado
$237K – – –
SQA
98
Simon Quick Advisors
New Jersey
$236K +$11.2K +1,020 +5%
UCFA
99
United Capital Financial Advisors
Texas
$224K +$1.47K +134 +0.7%
AWM
100
Apollon Wealth Management
South Carolina
$219K +$49.7K +4,521 +29%
2 3
4
5 6