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CION Investment

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
56
Reduced
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Shares
Change %
UAG
76
United Advisor Group
Ohio
$231K
Cerity Partners
77
Cerity Partners
New York
$230K -$15.3K -1,602 -6%
Creative Planning
78
Creative Planning
Kansas
$229K -$181K -18,910 -44%
KPWS
79
Kestra Private Wealth Services
Texas
$213K +$2.17K +227 +1%
SG
80
StoneX Group
New York
$211K +$32.2K +3,365 +18%
XT
81
XTX Topco
Cayman Islands
$207K +$207K +21,618 New
FPAS
82
Focus Partners Advisor Solutions
Missouri
$195K
WS
83
Wedbush Securities
California
$195K +$38.7K +4,050 +25%
SL
84
SWMG LLC
Texas
$193K
CWM
85
Collaborative Wealth Management
Florida
$186K -$16.5K -1,727 -8%
MFG
86
Merit Financial Group
Georgia
$181K -$8.71K -910 -5%
GSWM
87
Golden State Wealth Management
California
$180K +$84.5K +8,825 +88%
Northern Trust
88
Northern Trust
Illinois
$177K +$177K +18,455 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$172K -$6.38K -667 -4%
BCI
90
Brinker Capital Investments
Pennsylvania
$171K -$47K -4,907 -22%
AWM
91
Aviso Wealth Management
Washington
$169K -$354 -37 -0.2%
IA
92
IFP Advisors
Florida
$161K +$3.53K +369 +2%
TLA
93
Tanglewood Legacy Advisors
Texas
$161K
WANY
94
Wealthspire Advisors (New York)
New York
$160K
TC
95
TownSquare Capital
Utah
$157K -$144K -15,050 -48%
BFS
96
BridgePort Financial Solutions
Iowa
$153K
BAM
97
Belpointe Asset Management
Nevada
$153K +$14.3K +1,490 +10%
HI
98
Harbour Investments
Wisconsin
$152K +$2.58K +270 +2%
GWSG
99
GPS Wealth Strategies Group
Colorado
$148K +$1.24K +129 +0.8%
IWC
100
Integrated Wealth Concepts
Massachusetts
$146K