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CION Investment

160 hedge funds and large institutions have $188M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.5% more ownership

Funds ownership: 36.74%37.25% (+0.5%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$470K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$165K
WANY
102
Wealthspire Advisors (New York)
New York
$161K
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$150K
NFSG
104
Newbridge Financial Services Group
Florida
$146K
BAM
105
Belpointe Asset Management
Nevada
$146K
RE
106
Rydar Equities
Texas
$145K
BCI
107
Brinker Capital Investments
Pennsylvania
$144K
AWM
108
Aviso Wealth Management
Washington
$142K
KWA
109
Kingswood Wealth Advisors
California
$141K
IA
110
IFP Advisors
Florida
$139K
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$135K
Mariner
112
Mariner
Kansas
$134K
GRP
113
Global Retirement Partners
California
$133K
SFS
114
Sowell Financial Services
Arkansas
$133K
PFG
115
PAX Financial Group
Texas
$132K
TCM
116
Triumph Capital Management
Colorado
$131K
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$128K
WWM
118
Western Wealth Management
Colorado
$126K
MFG
119
Merit Financial Group
Georgia
$125K
BFS
120
BridgePort Financial Solutions
Iowa
$118K
B
121
Bensler
Washington
$115K
FHC
122
First Heartland Consultants
Missouri
$114K
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$113K
UCFA
124
United Capital Financial Advisors
Texas
$111K
SAI
125
Savvy Advisors Inc
New York
$103K