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CION Investment

128 hedge funds and large institutions have $86.7M invested in CION Investment in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 49 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+56
Holders Change %
+77.78%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
67
Increased
49
Reduced
7
Closed
7
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
101
Focused Wealth Management
New York
$60K +$32.1K +3,716 +115%
AWM
102
Atticus Wealth Management
Florida
$48K +$43.9K +5,060 +1,065%
CFGS
103
Concourse Financial Group Securities
Alabama
$36K +$18K +2,089 +100%
IWP
104
IAG Wealth Partners
Wisconsin
$29K +$29K +3,349 New
TCM
105
Triumph Capital Management
Colorado
$29K +$29K +14,493 New
TSWM
106
Tyler-Stone Wealth Management
Ohio
$27K +$27K +3,137 New
Bank of America
107
Bank of America
North Carolina
$22K -$155K -17,821 -88%
AF
108
Allworth Financial
California
$21K -$29.9K -3,503 -59%
Wells Fargo
109
Wells Fargo
California
$21K +$19.5K +2,199 +1,278%
S
110
SignatureFD
Georgia
$19K +$19K +2,225 New
TFS
111
TrustCore Financial Services
Tennessee
$18K +$9K +1,011 +100%
PTC
112
Private Trust Company
Ohio
$16K +$16K +1,866 New
SPIA
113
Steward Partners Investment Advisory
New York
$15K -$15K -1,681 -50%
FCG
114
Financial Connections Group
California
$15K +$7.5K +877 +100%
US Bancorp
115
US Bancorp
Minnesota
$14K
WAM
116
Worth Asset Management
Texas
$12K +$12K +1,370 New
NWM
117
Navigation Wealth Management
Colorado
$10K +$10K +1,141 New
Citigroup
118
Citigroup
New York
$9K +$9K +994 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$8K +$7.68K +901 +2,435%
GI
120
Gradient Investments
Minnesota
$8K +$8K +954 New
HWMA
121
Heritage Wealth Management (Arizona)
Arizona
$7.86K +$3.93K +452 +100%
GRP
122
Global Retirement Partners
California
$5K
RA
123
Rise Advisors
New York
$4K +$4K +451 New
SWA
124
SOA Wealth Advisors
New York
$4K +$4K +569 New
SSC
125
Syverson Strege & Co
Iowa
$3K +$3K +318 New