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CION Investment
CION

154 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 36.97% → 37.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.89M)

4% less funds holding

Funds holding: 161 → 154 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
44
Reduced
51
Closed
22
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
+$24K

Top Buyers

1
CC
CF Capital
Massachusetts
+$5.08M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$3.57M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$879K
4
Bank of America
Bank of America
North Carolina
+$816K
5
BlackRock
BlackRock
New York
+$755K

Top Sellers

1
STAS
Strong Tower Advisory Services
Minnesota
-$1.9M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.49M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
Invesco
Invesco
Georgia
-$968K
5
Wells Fargo
Wells Fargo
California
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$228K – – –
FGAM
77
Financial Gravity Asset Management
Texas
$228K +$243K +24,049 New
KPWS
78
Kestra Private Wealth Services
Texas
$221K +$11.2K +1,111 +5%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$215K -$63.5K -6,290 -22%
MFG
80
Merit Financial Group
Georgia
$206K +$28.9K +2,861 +15%
Creative Planning
81
Creative Planning
Kansas
$196K -$32.8K -3,248 -14%
GSWM
82
Golden State Wealth Management
California
$192K +$13.8K +1,363 +7%
GVAG
83
Great Valley Advisor Group
Delaware
$191K +$75.4K +7,472 +59%
HI
84
Harbour Investments
Wisconsin
$186K +$37.1K +3,670 +23%
CWM
85
Collaborative Wealth Management
Florida
$184K – – –
SL
86
SWMG LLC
Texas
$183K – – –
BCI
87
Brinker Capital Investments
Pennsylvania
$183K +$14.5K +1,438 +8%
SG
88
StoneX Group
New York
$174K -$37.6K -3,725 -17%
DTL
89
Dynamic Technology Lab
Singapore
$160K +$170K +16,858 New
WANY
90
Wealthspire Advisors (New York)
New York
$158K – – –
AWM
91
Aviso Wealth Management
Washington
$153K -$14.8K -1,466 -8%
BFS
92
BridgePort Financial Solutions
Iowa
$152K – – –
TC
93
TownSquare Capital
Utah
$150K -$5.97K -591 -4%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$149K -$22.6K -2,234 -12%
IA
95
IFP Advisors
Florida
$146K -$14.4K -1,431 -8%
IWC
96
Integrated Wealth Concepts
Massachusetts
$144K – – –
SA
97
Sanctuary Advisors
Indiana
$144K +$27.1K +2,687 +22%
NFSG
98
Newbridge Financial Services Group
Florida
$143K – – –
BAM
99
Belpointe Asset Management
Nevada
$143K -$8.61K -853 -5%
Millennium Management
100
Millennium Management
New York
$139K -$521K -51,558 -78%
2 3
4
5 6

CION Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2025, worth a combined $184M — down 1% from $186M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CION and 19 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 44 added.

The largest buyer was CF Capital, adding an estimated $5.08M. The largest seller was Strong Tower Advisory Services, exiting entirely with an estimated $1.9M sold.

  • 154 institutional investors held CION Investment (CION) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $184M of CION Investment stock for Q3 2025, down 1% quarter-over-quarter.
  • 19 funds opened new CION Investment positions in Q3 2025 and 22 closed out, a net change of -3 holders.
  • The largest CION Investment buyer in Q3 2025 was CF Capital, an estimated $5.08M added.
  • The largest CION Investment seller in Q3 2025 was Strong Tower Advisory Services, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.