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CION Investment

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFP Advisors
Florida
$189K -$29.2K -2,761 -13%
EGM
102
Engineers Gate Manager
New York
$181K +$53.2K +5,037 +42%
GRP
103
Global Retirement Partners
California
$180K +$165K +16,266 +1,063%
TLA
104
Tanglewood Legacy Advisors
Texas
$178K
Creative Planning
105
Creative Planning
Kansas
$178K -$21.6K -2,046 -11%
DWM
106
Denver Wealth Management
Colorado
$177K +$22.9K +2,167 +15%
SAG
107
SageView Advisory Group
California
$177K +$571 +54 +0.3%
WANY
108
Wealthspire Advisors (New York)
New York
$176K
CF
109
Centaurus Financial
California
$166K -$45.9K -4,353 -22%
GCP
110
GSA Capital Partners
United Kingdom
$164K -$18.1K -1,715 -10%
SWM
111
Spire Wealth Management
Virginia
$161K
HI
112
Harbour Investments
Wisconsin
$161K
AWA
113
Arete Wealth Advisors
Illinois
$156K +$35.4K +3,352 +29%
DWP
114
Destiny Wealth Partners
Florida
$151K
GVAG
115
Great Valley Advisor Group
Delaware
$144K +$11.7K +1,111 +9%
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$141K
XT
117
XTX Topco
Cayman Islands
$137K +$137K +13,005 New
Fisher Asset Management
118
Fisher Asset Management
Washington
$134K
STAS
119
Strong Tower Advisory Services
Minnesota
$132K +$13.7K +1,300 +12%
LW
120
Linscomb Wealth
Texas
$130K +$1.05K +99 +0.8%
MCM
121
Monument Capital Management
Virginia
$129K
YIH
122
Y-Intercept (HK)
Hong Kong
$127K +$4.92K +465 +4%
B
123
Bensler
Washington
$121K +$2.92K +276 +2%
PWA
124
Providence Wealth Advisors
Illinois
$117K
UCFA
125
United Capital Financial Advisors
Texas
$116K