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CION Investment

161 hedge funds and large institutions have $186M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $326K | Put options by funds: $211K

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.19% less ownership

Funds ownership: 37.16%36.97% (-0.19%)

7% less funds holding

Funds holding: 173161 (-12)

9% less capital invested

Capital invested by funds: $204M → $186M (-$17.6M)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
161
Holders Change
-12
Holders Change %
-6.94%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
56
Reduced
51
Closed
27
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Founders Financial Alliance
North Carolina
$235K -$846 -89 -0.4%
EWM
77
EPG Wealth Management
Georgia
$232K +$9.34K +982 +4%
UAG
78
United Advisor Group
Ohio
$231K
Cerity Partners
79
Cerity Partners
New York
$230K -$15.2K -1,602 -6%
Creative Planning
80
Creative Planning
Kansas
$229K -$180K -18,910 -44%
KPWS
81
Kestra Private Wealth Services
Texas
$213K +$2.16K +227 +1%
SG
82
StoneX Group
New York
$211K +$32K +3,365 +18%
XT
83
XTX Topco
Cayman Islands
$207K +$206K +21,618 New
FPAS
84
Focus Partners Advisor Solutions
Missouri
$195K
WS
85
Wedbush Securities
California
$195K +$38.5K +4,050 +25%
SL
86
SWMG LLC
Texas
$193K
CWM
87
Collaborative Wealth Management
Florida
$186K -$16.4K -1,727 -8%
MFG
88
Merit Financial Group
Georgia
$181K -$8.65K -910 -5%
GSWM
89
Golden State Wealth Management
California
$180K +$83.9K +8,825 +88%
Northern Trust
90
Northern Trust
Illinois
$177K +$175K +18,455 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$172K -$6.34K -667 -4%
BCI
92
Brinker Capital Investments
Pennsylvania
$171K -$46.7K -4,907 -22%
AWM
93
Aviso Wealth Management
Washington
$169K -$352 -37 -0.2%
IA
94
IFP Advisors
Florida
$161K +$3.51K +369 +2%
TLA
95
Tanglewood Legacy Advisors
Texas
$161K
WANY
96
Wealthspire Advisors (New York)
New York
$160K
TC
97
TownSquare Capital
Utah
$157K -$143K -15,050 -48%
BFS
98
BridgePort Financial Solutions
Iowa
$153K
BAM
99
Belpointe Asset Management
Nevada
$153K +$14.2K +1,490 +10%
HI
100
Harbour Investments
Wisconsin
$152K +$2.57K +270 +2%

CION Hedge Fund Activity: Q2 2025 in Review

161 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2025, worth a combined $186M — down 8.6% from $204M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CION and 17 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $3.21M. The largest seller was Renaissance Technologies, cutting an estimated $2.65M.

  • 161 institutional investors held CION Investment (CION) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $186M of CION Investment stock for Q2 2025, down 8.6% quarter-over-quarter.
  • 17 funds opened new CION Investment positions in Q2 2025 and 27 closed out, a net change of -10 holders.
  • The largest CION Investment buyer in Q2 2025 was Invesco, an estimated $3.21M added.
  • The largest CION Investment seller in Q2 2025 was Renaissance Technologies, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2025.