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CION Investment
CION

Overview Fund Activity

156 hedge funds and large institutions have $183M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 25 closing their positions.

Holders
156
Holders Change
-14
Holders Change %
-8.24%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
56
Reduced
48
Closed
25
Calls
$118K
Puts
$211K
Net Calls
-$93K
Net Calls Change
+$124K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$5.28M
3
BFG
3
Berger Financial Group
Minnesota
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.91M
5
AAM
5
Advisors Asset Management
Colorado
$2.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.86M
2
Franklin Resources
2
Franklin Resources
California
$0
3
BI
3
Bulldog Investors
New Jersey
$14.7M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.59M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$131K
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
101
Newbridge Financial Services Group
Florida
$144K 15,094 – –
TCM
102
Triumph Capital Management
Colorado
$140K 14,619 -8,580 -37%
KWA
103
Kingswood Wealth Advisors
California
$140K 14,599 – –
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$136K 14,225 -855 -6%
CIA
105
Cape Investment Advisory
Georgia
$134K 14,045 -1,000 -7%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$134K 14,015 -40,698 -74%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$131K 13,702 -116,074 -89%
PFG
108
PAX Financial Group
Texas
$131K 13,662 -10,965 -45%
GRP
109
Global Retirement Partners
California
$128K 13,410 +13,410 New
WWM
110
Western Wealth Management
Colorado
$125K 13,068 – –
GVAG
111
Great Valley Advisor Group
Delaware
$121K 12,643 +12,643 New
SAG
112
SageView Advisory Group
California
$113K 11,322 – –
WAG
113
Winthrop Advisory Group
Massachusetts
$110K 11,493 -5,592 -33%
UCFA
114
United Capital Financial Advisors
Texas
$110K 11,482 -4,910 -30%
BPA
115
Beacon Pointe Advisors
California
$109K 11,346 +11,346 New
CAS
116
Coppell Advisory Solutions
Texas
$104K 10,966 – –
AWM
117
Atticus Wealth Management
Florida
$101K 10,594 – –
DWP
118
Daymark Wealth Partners
Ohio
$98.4K 10,283 +10,283 New
GWP
119
Gen-Wealth Partners
Michigan
$90.9K 9,500 -1,798 -16%
GWM
120
Geneos Wealth Management
Colorado
$84.2K 8,802 -10,819 -55%
LWMI
121
Legacy Wealth Management (Idaho)
Idaho
$73.8K 7,711 – –
LIS
122
Legacy Investment Solutions
Idaho
$73.8K 7,711 +7,711 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$73K 7,679 +180 +2%
Bank of America
124
Bank of America
North Carolina
$71.4K 7,458 -132 -2%
GWM
125
Gitterman Wealth Management
New Jersey
$69.9K 7,300 +7,300 New
3 4
5
6 7