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CION Investment
CION

Overview Fund Activity

177 hedge funds and large institutions have $208M invested in CION Investment in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
56
Reduced
60
Closed
19
Calls
$337K
Puts
$33K
Net Calls
+$304K
Net Calls Change
+$158K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$7.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$7.21M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.43M
5
VanEck Associates
5
VanEck Associates
New York
$15M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
Millennium Management
3
Millennium Management
New York
$2.69M
4
AGM
4
Alpine Global Management
New York
$4.13M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
76
Silver Oak Securities
Tennessee
$338K 27,851 – –
BCM
77
Beck Capital Management
Texas
$336K 27,714 +4,118 +17%
IA
78
IFP Advisors
Florida
$334K 27,544 +10,243 +59%
UAG
79
United Advisor Group
Ohio
$319K 26,359 – –
SEI Investments
80
SEI Investments
Pennsylvania
$316K 26,048 +26,048 New
IWM
81
IHT Wealth Management
Illinois
$310K 25,587 +163 +0.6%
KPWS
82
Kestra Private Wealth Services
Texas
$307K 25,289 -1,310 -5%
AWM
83
Apollon Wealth Management
South Carolina
$305K 25,189 +5,325 +27%
HF
84
HRT Financial
New York
$303K 25,054 +25,054 New
GCP
85
GSA Capital Partners
United Kingdom
$302K 24,898 +24,898 New
EGM
86
Engineers Gate Manager
New York
$299K 24,693 -42,038 -63%
BWA
87
BlueChip Wealth Advisors
Georgia
$298K 24,564 – –
EGA
88
Eagle Global Advisors
Texas
$289K 23,820 -100 -0.4%
KWM
89
Kingsview Wealth Management
Oregon
$282K 23,295 +23,295 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$279K 23,039 -2,564 -10%
CCG
91
Catalina Capital Group
California
$278K 22,931 +8,766 +62%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$274K 22,635 +22,635 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$274K 22,645 +8,737 +63%
SQA
94
Simon Quick Advisors
New Jersey
$267K 22,071 +637 +3%
AAM
95
Advisors Asset Management
Colorado
$261K 21,544 +21,544 New
KWA
96
Kingswood Wealth Advisors
California
$257K 21,173 +21,173 New
CWM
97
Collaborative Wealth Management
Florida
$256K 21,093 -3,696 -15%
Goldman Sachs
98
Goldman Sachs
New York
$255K 21,040 -24,307 -54%
UCFA
99
United Capital Financial Advisors
Texas
$248K 20,469 +133 +0.7%
FPAS
100
Focus Partners Advisor Solutions
Missouri
$248K 20,427 -1,235 -6%
2 3
4
5 6