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CION Investment
CION

Overview Fund Activity

176 hedge funds and large institutions have $611M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.34%
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
54
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$8.23M
3
BI
3
Bulldog Investors
New Jersey
$19.2M
4
KAS
4
Kestra Advisory Services
Texas
$6.06M
5
AGM
5
Alpine Global Management
New York
$4.37M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$766K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.23M
3
Millennium Management
3
Millennium Management
New York
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$5.97M
5
CCM
5
Callodine Capital Management
Massachusetts
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
EPG Wealth Management
Georgia
$294K -$52.1K -4,567 -15%
Cerity Partners
77
Cerity Partners
New York
$293K -$25.3K -2,222 -8%
EE
78
EWG Elevate
California
$290K -$26.4K -2,320 -8%
PFG
79
PAX Financial Group
Texas
$281K +$3.69K +324 +1%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$281K +$36.5K +3,205 +15%
VF
81
Virtu Financial
New York
$272K +$151K +13,199 +124%
EGA
82
Eagle Global Advisors
Texas
$272K – – –
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$270K -$256K -22,437 -49%
SQA
84
Simon Quick Advisors
New Jersey
$268K +$7.91K +694 +3%
HighTower Advisors
85
HighTower Advisors
Illinois
$262K +$36.9K +3,236 +16%
HF
86
HRT Financial
New York
$259K -$564K -49,636 -69%
IA
87
IFP Advisors
Florida
$255K -$9.09K -797 -3%
KPWS
88
Kestra Private Wealth Services
Texas
$251K -$41.1K -3,608 -14%
FFA
89
Founders Financial Alliance
North Carolina
$248K +$12.4K +1,086 +5%
SB
90
Strategic Blueprint
Georgia
$244K +$50.2K +4,407 +26%
Jane Street
91
Jane Street
New York
$243K +$88.7K +7,778 +57%
CWM
92
Collaborative Wealth Management
Florida
$241K +$182 +16 +0.1%
Northern Trust
93
Northern Trust
Illinois
$241K -$24.2K -2,127 -9%
BPA
94
Beacon Pointe Advisors
California
$231K -$147K -12,887 -39%
GWSG
95
GPS Wealth Strategies Group
Colorado
$230K -$11.4K -1,000 -5%
SL
96
SWMG LLC
Texas
$223K – – –
WWM
97
Western Wealth Management
Colorado
$219K -$7.98K -700 -4%
T
98
Transce3nd
Texas
$218K +$218K +19,110 New
HI
99
Harbour Investments
Wisconsin
$208K +$1.11K +97 +0.5%
SG
100
StoneX Group
New York
$207K +$207K +18,200 New
2 3
4
5 6