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CION Investment

151 hedge funds and large institutions have $181M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
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
LBC
101
Leigh Baldwin & Co
New York
$136K
GWSG
102
GPS Wealth Strategies Group
Colorado
$132K
PFG
103
PAX Financial Group
Texas
$130K
GRP
104
Global Retirement Partners
California
$129K
WWM
105
Western Wealth Management
Colorado
$124K
Mariner
106
Mariner
Kansas
$113K
Goldman Sachs
107
Goldman Sachs
New York
$109K
WAG
108
Winthrop Advisory Group
Massachusetts
$109K
UCFA
109
United Capital Financial Advisors
Texas
$109K
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$107K
BCM
111
Brookstone Capital Management
Illinois
$106K
HIP
112
HUB Investment Partners
Texas
$101K
EF
113
Empowered Funds
Pennsylvania
$101K
AWM
114
Atticus Wealth Management
Florida
$100K
QC
115
Quadrature Capital
United Kingdom
$100K
ACM
116
Aquatic Capital Management
Illinois
$98.2K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$98K
SAG
118
SageView Advisory Group
California
$97.3K
AWA
119
Arete Wealth Advisors
Illinois
$95K
GWP
120
Gen-Wealth Partners
Michigan
$90.1K
GWM
121
Geneos Wealth Management
Colorado
$83.4K
PTC
122
Private Trust Company
Ohio
$69.1K
FFA
123
Farther Finance Advisors
California
$55.2K
JGCM
124
Joseph Group Capital Management
Ohio
$39.2K
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$36.5K