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CION Investment

173 hedge funds and large institutions have $204M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.26%37.16% (-0.1%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 178173 (-5)

51% less call options, than puts

Call options by funds: $207K | Put options by funds: $424K

67% less capital invested

Capital invested by funds: $615M → $204M (-$411M)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
56
Reduced
53
Closed
25
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$296K +$181K +15,567 +120%
SOS
77
Silver Oak Securities
Tennessee
$291K
Millennium Management
78
Millennium Management
New York
$283K +$317K +27,349 New
Mariner
79
Mariner
Kansas
$275K -$6.71K -579 -2%
AAS
80
Avantax Advisory Services
Texas
$271K +$303K +26,147 New
IWM
81
IHT Wealth Management
Illinois
$269K +$301 +26 +0.1%
Cerity Partners
82
Cerity Partners
New York
$266K
SWM
83
SeaCrest Wealth Management
New York
$264K +$296K +25,538 New
EE
84
EWG Elevate
California
$264K
FFA
85
Founders Financial Alliance
North Carolina
$255K +$33.7K +2,908 +13%
PFG
86
PAX Financial Group
Texas
$255K
UAG
87
United Advisor Group
Ohio
$250K -$26.9K -2,319 -9%
SQA
88
Simon Quick Advisors
New Jersey
$245K +$1.19K +103 +0.4%
EWM
89
EPG Wealth Management
Georgia
$240K -$30.1K -2,595 -10%
TCM
90
Triumph Capital Management
Colorado
$240K +$92.1K +7,946 +52%
BCI
91
Brinker Capital Investments
Pennsylvania
$235K -$42.2K -3,639 -14%
OPS
92
Orion Portfolio Solutions
Nebraska
$235K -$42.2K -3,639 -14%
KPWS
93
Kestra Private Wealth Services
Texas
$228K +$139 +12 +0.1%
CWM
94
Collaborative Wealth Management
Florida
$219K +$35 +3 +0%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$213K -$73K -6,292 -23%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$211K +$237K +20,427 New
MFG
97
Merit Financial Group
Georgia
$205K +$230K +19,803 New
GWM
98
Geneos Wealth Management
Colorado
$203K +$144K +12,390 +171%
VF
99
Virtu Financial
New York
$199K -$53K -4,572 -19%
Verition Fund Management
100
Verition Fund Management
Connecticut
$198K +$31K +2,672 +16%

CION Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2025, worth a combined $204M — down 67% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CION and 24 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $5.34M sold.

  • 173 institutional investors held CION Investment (CION) as of Q1 2025, down from 178 in Q4 2024.
  • Funds reported $204M of CION Investment stock for Q1 2025, down 67% quarter-over-quarter.
  • 24 funds opened new CION Investment positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2025 was UBS Group, an estimated $2.86M added.
  • The largest CION Investment seller in Q1 2025 was Acadian Asset Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.