CION icon

CION Investment

153 hedge funds and large institutions have $182M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.77M
2 +$3.35M
3 +$825K
4
Bank of America
Bank of America
North Carolina
+$766K
5
BlackRock
BlackRock
New York
+$709K

Top Sellers

1 -$1.9M
2 -$1.4M
3 -$984K
4
Invesco
Invesco
Georgia
-$909K
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Triumph Capital Management
Colorado
$137K
RE
102
Rydar Equities
Texas
$136K
LBC
103
Leigh Baldwin & Co
New York
$136K
GWSG
104
GPS Wealth Strategies Group
Colorado
$132K
PFG
105
PAX Financial Group
Texas
$130K
GRP
106
Global Retirement Partners
California
$129K
WWM
107
Western Wealth Management
Colorado
$124K
Mariner
108
Mariner
Kansas
$113K
Goldman Sachs
109
Goldman Sachs
New York
$109K
WAG
110
Winthrop Advisory Group
Massachusetts
$109K
UCFA
111
United Capital Financial Advisors
Texas
$109K
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$107K
BCM
113
Brookstone Capital Management
Illinois
$106K
HIP
114
HUB Investment Partners
Texas
$101K
EF
115
Empowered Funds
Pennsylvania
$101K
AWM
116
Atticus Wealth Management
Florida
$100K
QC
117
Quadrature Capital
United Kingdom
$100K
ACM
118
Aquatic Capital Management
Illinois
$98.2K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$98K
SAG
120
SageView Advisory Group
California
$97.3K
AWA
121
Arete Wealth Advisors
Illinois
$95K
GWP
122
Gen-Wealth Partners
Michigan
$90.1K
GWM
123
Geneos Wealth Management
Colorado
$83.4K
PTC
124
Private Trust Company
Ohio
$69.1K
FFA
125
Farther Finance Advisors
California
$55.2K