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CION Investment

179 hedge funds and large institutions have $204M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 12 closing their positions.

Holders
179
Holders Change
+14
Holders Change %
+8.48%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
101
Regatta Capital Group
California
$231K -$123K -10,907 -35%
SQA
102
Simon Quick Advisors
New Jersey
$231K +$8.02K +709 +4%
UCFA
103
United Capital Financial Advisors
Texas
$228K +$104K +9,233 +84%
NRD
104
Nebula Research & Development
New York
$228K +$228K +20,195 New
QT
105
Quantbot Technologies
New York
$224K +$209K +18,511 +1,386%
SL
106
SWMG LLC
Texas
$219K
Creative Planning
107
Creative Planning
Kansas
$215K +$24.2K +2,137 +13%
Franklin Resources
108
Franklin Resources
California
$212K -$418 -37 -0.2%
SBIA
109
Sheaff Brock Investment Advisors
Indiana
$211K
IP
110
Ignite Planners
California
$205K -$28.6K -2,563 -12%
RFN
111
Redwood Financial Network
Ohio
$200K -$41.9K -3,709 -17%
IA
112
IFP Advisors
Florida
$199K -$3.39K -300 -2%
TLA
113
Tanglewood Legacy Advisors
Texas
$191K
FPAS
114
Focus Partners Advisor Solutions
Missouri
$190K -$117K -10,335 -38%
IWC
115
Integrated Wealth Concepts
Massachusetts
$190K -$47.7K -4,219 -20%
WANY
116
Wealthspire Advisors (New York)
New York
$189K
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$186K -$277K -24,533 -60%
CF
118
Centaurus Financial
California
$183K +$5.11K +452 +3%
GCP
119
GSA Capital Partners
United Kingdom
$176K
AWM
120
Apollon Wealth Management
South Carolina
$174K +$50K +4,420 +40%
HI
121
Harbour Investments
Wisconsin
$173K +$961 +85 +0.6%
SWM
122
Spire Wealth Management
Virginia
$172K +$3.72K +336 +2%
SAG
123
SageView Advisory Group
California
$171K -$20.7K -1,813 -11%
BWA
124
BlueChip Wealth Advisors
Georgia
$171K +$171K +15,082 New
DWP
125
Destiny Wealth Partners
Florida
$157K