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CION Investment

178 hedge funds and large institutions have $212M invested in CION Investment in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

921% more call options, than puts

Call options by funds: $337K | Put options by funds: $33K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

2% more funds holding

Funds holding: 174178 (+4)

4% more capital invested

Capital invested by funds: $204M → $212M (+$8.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 60

1.76% less ownership

Funds ownership: 34.41%32.64% (-1.8%)

Holders
178
Holders Change
+4
Holders Change %
+2.3%
% 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
57
Reduced
60
Closed
19
Calls
$337K
Puts
$33K
Net Calls
+$304K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
101
Focus Partners Advisor Solutions
Missouri
$248K -$14.6K -1,235 -6%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$247K +$83.3K +7,053 +53%
WWM
103
Western Wealth Management
Colorado
$247K -$13.3K -1,123 -5%
BCM
104
Brookstone Capital Management
Illinois
$242K +$6.95K +588 +3%
HighTower Advisors
105
HighTower Advisors
Illinois
$238K -$2.55K -216 -1%
SL
106
SWMG LLC
Texas
$235K
BAM
107
Belpointe Asset Management
Nevada
$218K -$171K -14,519 -45%
BCI
108
Brinker Capital Investments
Pennsylvania
$213K +$208K +17,591 New
OPS
109
Orion Portfolio Solutions
Nebraska
$213K +$208K +17,591 New
JF
110
Jump Financial
Illinois
$211K -$424K -35,910 -67%
GWP
111
Gen-Wealth Partners
Michigan
$210K -$6.55K -555 -3%
TLA
112
Tanglewood Legacy Advisors
Texas
$204K
AWA
113
Arete Wealth Advisors
Illinois
$204K +$199K +16,867 New
FFA
114
Founders Financial Alliance
North Carolina
$203K +$59K +4,993 +43%
WANY
115
Wealthspire Advisors (New York)
New York
$202K
SWM
116
Spire Wealth Management
Virginia
$197K +$4.17K +353 +2%
SB
117
Strategic Blueprint
Georgia
$197K -$22.9K -1,940 -11%
FGAM
118
Financial Gravity Asset Management
Texas
$197K -$293K -24,845 -60%
TCM
119
Triumph Capital Management
Colorado
$189K -$22K -1,865 -11%
CIA
120
Cape Investment Advisory
Georgia
$188K -$2.43K -206 -1%
HI
121
Harbour Investments
Wisconsin
$187K +$1.05K +89 +0.6%
RCG
122
Regatta Capital Group
California
$187K -$50.2K -4,252 -22%
IWC
123
Integrated Wealth Concepts
Massachusetts
$185K -$18.8K -1,595 -9%
IP
124
Ignite Planners
California
$182K -$15.7K -1,332 -8%
Creative Planning
125
Creative Planning
Kansas
$180K -$49K -4,145 -22%

CION Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2024, worth a combined $212M — up 4% from $204M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CION positions and 19 closed out — a net gain of 8 holders — while 57 added to existing stakes and 60 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $6.35M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $6.12M sold.

  • 178 institutional investors held CION Investment (CION) as of Q2 2024, up from 174 in Q1 2024.
  • Funds reported $212M of CION Investment stock for Q2 2024, up 4% quarter-over-quarter.
  • 27 funds opened new CION Investment positions in Q2 2024 and 19 closed out, a net change of +8 holders.
  • The largest CION Investment buyer in Q2 2024 was Private Advisor Group, an estimated $6.35M added.
  • The largest CION Investment seller in Q2 2024 was Punch & Associates Investment Management, an estimated $6.12M sold.

Based on aggregated 13F filings for Q2 2024.