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CION Investment

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
101
Simon Quick Advisors
New Jersey
$183K +$10.4K +1,058 +6%
RFN
102
Redwood Financial Network
Ohio
$183K +$38K +3,848 +26%
SAG
103
SageView Advisory Group
California
$180K +$9.59K +972 +6%
BCM
104
Brookstone Capital Management
Illinois
$174K -$1.14K -110 -0.7%
LWM
105
Laidlaw Wealth Management
New York
$171K
TLA
106
Tanglewood Legacy Advisors
Texas
$166K
Fisher Asset Management
107
Fisher Asset Management
Washington
$161K +$41.3K +4,183 +34%
TI
108
Trexquant Investment
Connecticut
$160K -$9.64K -977 -6%
IA
109
IFP Advisors
Florida
$156K -$997K -122,005 -86%
DWM
110
Denver Wealth Management
Colorado
$155K -$13.4K -1,361 -8%
XT
111
XTX Topco
Cayman Islands
$154K -$53K -5,367 -26%
AWA
112
Arete Wealth Advisors
Illinois
$153K
HI
113
Harbour Investments
Wisconsin
$149K +$918 +93 +0.6%
HF
114
HRT Financial
New York
$149K +$149K +15,180 New
SWM
115
Spire Wealth Management
Virginia
$147K +$3.61K +366 +3%
Bank of America
116
Bank of America
North Carolina
$145K -$46.8K -4,744 -24%
DWP
117
Destiny Wealth Partners
Florida
$141K +$141K +14,257 New
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$132K
CCP
119
Carmel Capital Partners
California
$129K
GVAG
120
Great Valley Advisor Group
Delaware
$127K -$3.14K -317 -2%
ACP
121
Aveo Capital Partners
Colorado
$127K -$53.5K -5,424 -30%
HCM
122
Hilton Capital Management
New York
$121K
MCM
123
Monument Capital Management
Virginia
$121K -$66.6K -6,751 -36%
LW
124
Linscomb Wealth
Texas
$119K -$70.4K -7,129 -37%
SWP
125
Stratos Wealth Partners
Ohio
$115K -$6.77K -686 -6%