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CION Investment

170 hedge funds and large institutions have $200M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
54
Reduced
53
Closed
24
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
76
Mariner
Kansas
$275K -$5.99K -579 -2%
AAS
77
Avantax Advisory Services
Texas
$271K +$271K +26,147 New
IWM
78
IHT Wealth Management
Illinois
$269K +$269 +26 +0.1%
Cerity Partners
79
Cerity Partners
New York
$266K
SWM
80
SeaCrest Wealth Management
New York
$264K +$264K +25,538 New
EE
81
EWG Elevate
California
$264K
FFA
82
Founders Financial Alliance
North Carolina
$255K +$30.1K +2,908 +13%
PFG
83
PAX Financial Group
Texas
$255K
UAG
84
United Advisor Group
Ohio
$250K -$24K -2,319 -9%
SQA
85
Simon Quick Advisors
New Jersey
$245K +$1.07K +103 +0.4%
EWM
86
EPG Wealth Management
Georgia
$240K -$26.9K -2,595 -10%
TCM
87
Triumph Capital Management
Colorado
$240K +$82.2K +7,946 +52%
BCI
88
Brinker Capital Investments
Pennsylvania
$235K -$37.7K -3,639 -14%
OPS
89
Orion Portfolio Solutions
Nebraska
$235K -$37.7K -3,639 -14%
KPWS
90
Kestra Private Wealth Services
Texas
$228K +$124 +12 +0.1%
CWM
91
Collaborative Wealth Management
Florida
$219K +$31 +3 +0%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$213K -$65.1K -6,292 -23%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$211K +$211K +20,427 New
MFG
94
Merit Financial Group
Georgia
$205K +$205K +19,803 New
GWM
95
Geneos Wealth Management
Colorado
$203K +$128K +12,390 +171%
VF
96
Virtu Financial
New York
$199K -$47.2K -4,572 -19%
Verition Fund Management
97
Verition Fund Management
Connecticut
$198K +$27.7K +2,672 +16%
SL
98
SWMG LLC
Texas
$195K
SG
99
StoneX Group
New York
$193K +$4.82K +466 +3%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$192K -$52.4K -5,061 -21%