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CION Investment

173 hedge funds and large institutions have $201M invested in CION Investment in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
63
Reduced
55
Closed
26
Calls
$248K
Puts
$102K
Net Calls
+$146K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$218K -$21.1K -1,922 -9%
RCG
102
Regatta Capital Group
California
$217K -$8.44K -767 -4%
SL
103
SWMG LLC
Texas
$213K
Creative Planning
104
Creative Planning
Kansas
$209K
BCM
105
Brookstone Capital Management
Illinois
$208K -$39K -3,547 -16%
CF
106
Centaurus Financial
California
$202K +$23.9K +2,170 +13%
SB
107
Strategic Blueprint
Georgia
$200K -$80.7K -7,334 -29%
GWP
108
Gen-Wealth Partners
Michigan
$196K +$196K +17,859 New
TCM
109
Triumph Capital Management
Colorado
$193K -$143K -12,920 -43%
IA
110
IFP Advisors
Florida
$190K -$3.3K -300 -2%
TLA
111
Tanglewood Legacy Advisors
Texas
$186K
IWC
112
Integrated Wealth Concepts
Massachusetts
$185K
WANY
113
Wealthspire Advisors (New York)
New York
$184K
Bank of New York Mellon
114
Bank of New York Mellon
New York
$180K +$180K +16,354 New
IP
115
Ignite Planners
California
$180K -$24.5K -2,212 -12%
AWM
116
Avior Wealth Management
Nebraska
$179K +$179K +16,316 New
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
$179K -$2.5K -227 -1%
SWM
118
Spire Wealth Management
Virginia
$175K +$3.94K +358 +2%
CIA
119
Cape Investment Advisory
Georgia
$172K -$280K -25,483 -62%
HI
120
Harbour Investments
Wisconsin
$169K +$990 +90 +0.6%
SAG
121
SageView Advisory Group
California
$164K
AFG
122
Atomi Financial Group
New York
$162K +$12.8K +1,166 +9%
CCG
123
Catalina Capital Group
California
$156K +$156K +14,165 New
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$153K +$1.57K +143 +1%
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$147K