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CION Investment
CION

Overview Fund Activity

177 hedge funds and large institutions have $208M invested in CION Investment in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
56
Reduced
60
Closed
19
Calls
$337K
Puts
$33K
Net Calls
+$304K
Net Calls Change
+$158K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$7.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.7M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$7.21M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$8.43M
5
VanEck Associates
5
VanEck Associates
New York
$15M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
Millennium Management
3
Millennium Management
New York
$2.69M
4
AGM
4
Alpine Global Management
New York
$4.13M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$247K 20,388 +7,053 +53%
WWM
102
Western Wealth Management
Colorado
$247K 20,382 -1,123 -5%
BCM
103
Brookstone Capital Management
Illinois
$242K 19,486 +588 +3%
HighTower Advisors
104
HighTower Advisors
Illinois
$238K 19,631 -216 -1%
SL
105
SWMG LLC
Texas
$235K 19,374 – –
BAM
106
Belpointe Asset Management
Nevada
$218K 17,946 -14,519 -45%
OPS
107
Orion Portfolio Solutions
Nebraska
$213K 17,591 +17,591 New
BCI
108
Brinker Capital Investments
Pennsylvania
$213K 17,591 +17,591 New
JF
109
Jump Financial
Illinois
$211K 17,371 -35,910 -67%
GWP
110
Gen-Wealth Partners
Michigan
$210K 17,304 -555 -3%
TLA
111
Tanglewood Legacy Advisors
Texas
$204K 16,865 – –
AWA
112
Arete Wealth Advisors
Illinois
$204K 16,867 +16,867 New
FFA
113
Founders Financial Alliance
North Carolina
$203K 16,719 +4,993 +43%
WANY
114
Wealthspire Advisors (New York)
New York
$202K 16,687 – –
SWM
115
Spire Wealth Management
Virginia
$197K 16,258 +353 +2%
SB
116
Strategic Blueprint
Georgia
$197K 16,253 -1,940 -11%
FGAM
117
Financial Gravity Asset Management
Texas
$197K 16,233 -24,845 -60%
TCM
118
Triumph Capital Management
Colorado
$189K 15,521 -1,865 -11%
CIA
119
Cape Investment Advisory
Georgia
$188K 15,476 -206 -1%
HI
120
Harbour Investments
Wisconsin
$187K 15,470 +89 +0.6%
RCG
121
Regatta Capital Group
California
$187K 15,438 -4,252 -22%
IWC
122
Integrated Wealth Concepts
Massachusetts
$185K 15,230 -1,595 -9%
IP
123
Ignite Planners
California
$182K 14,885 -1,332 -8%
Creative Planning
124
Creative Planning
Kansas
$180K 14,821 -4,145 -22%
KIG
125
Kowal Investment Group
Wisconsin
$169K 13,939 -13,351 -49%
3 4
5
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