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CION Investment

159 hedge funds and large institutions have $117M invested in CION Investment in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $250K | Put options by funds: $224K

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 165159 (-6)

3.96% less ownership

Funds ownership: 37.72%33.76% (-4%)

38% less capital invested

Capital invested by funds: $190M → $117M (-$72.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
53
Reduced
51
Closed
25
Calls
$250K
Puts
$224K
Net Calls
+$26K
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$176K +$1.35K +161 +0.6%
EWM
77
EPG Wealth Management
Georgia
$173K +$1.3K +155 +0.6%
WG
78
Winton Group
United Kingdom
$172K +$212K +25,206 New
AIFS
79
A&I Financial Services
Colorado
$170K
AWM
80
Avior Wealth Management
Nebraska
$170K +$208K +24,806 New
BWA
81
BlueChip Wealth Advisors
Georgia
$169K -$141K -16,750 -40%
KA
82
Kovack Advisors
Florida
$167K -$6.29K -748 -3%
UAG
83
United Advisor Group
Ohio
$165K
Cerity Partners
84
Cerity Partners
New York
$154K -$5.71K -679 -3%
GC
85
GatePass Capital
Ohio
$154K -$21K -2,500 -10%
GVAG
86
Great Valley Advisor Group
Delaware
$147K -$1.62K -193 -0.9%
HI
87
Harbour Investments
Wisconsin
$144K +$11.5K +1,365 +7%
GSWM
88
Golden State Wealth Management
California
$134K +$2.74K +326 +2%
SL
89
SWMG LLC
Texas
$133K
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$128K +$59.4K +7,070 +60%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$127K -$20.1K -2,392 -11%
KPWS
92
Kestra Private Wealth Services
Texas
$118K +$1.02K +121 +0.7%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$116K +$74.7K +8,896 +109%
LA
94
Legacy Advisors
Pennsylvania
$116K +$143K +17,000 New
WANY
95
Wealthspire Advisors (New York)
New York
$114K
ET
96
Entropy Technologies
New York
$106K +$131K +15,551 New
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$106K
HighTower Advisors
98
HighTower Advisors
Illinois
$105K -$16.2K -1,934 -11%
RE
99
Rydar Equities
Texas
$105K +$2.92K +348 +2%
NFSG
100
Newbridge Financial Services Group
Florida
$103K