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CION Investment
CION

Overview Fund Activity

174 hedge funds and large institutions have $205M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
63
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.53M
2
STAS
Strong Tower Advisory Services
Minnesota
$2.33M
3
Morgan Stanley
Morgan Stanley
New York
$14.8M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.26M
5
VanEck Associates
VanEck Associates
New York
$15.6M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.45M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.62M
3
AGM
Alpine Global Management
New York
$3.21M
4
ECM
ExodusPoint Capital Management
New York
$644K
5
CRC
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$216K +$31.9K +2,679 +17%
EGM
102
Engineers Gate Manager
New York
$212K -$81.6K -6,854 -28%
SB
103
Strategic Blueprint
Georgia
$202K +$8.53K +717 +4%
TLA
104
Tanglewood Legacy Advisors
Texas
$201K – – –
NFSG
105
Newbridge Financial Services Group
Florida
$200K -$236K -19,802 -54%
WANY
106
Wealthspire Advisors (New York)
New York
$199K – – –
BAM
107
Belpointe Asset Management
Nevada
$196K -$17.7K -1,490 -8%
SWM
108
Spire Wealth Management
Virginia
$193K – – –
UCFA
109
United Capital Financial Advisors
Texas
$193K -$50.2K -4,222 -21%
FGC
110
Financial Gravity Companies
Texas
$193K +$193K +16,233 New
TCM
111
Triumph Capital Management
Colorado
$185K -$36 -3 -0%
CIA
112
Cape Investment Advisory
Georgia
$184K – – –
IWC
113
Integrated Wealth Concepts
Massachusetts
$181K – – –
QC
114
Quadrature Capital
United Kingdom
$179K -$507K -42,584 -74%
Bank of America
115
Bank of America
North Carolina
$176K +$49.2K +4,133 +39%
CSS
116
Cubist Systematic Strategies
Connecticut
$175K -$246K -20,639 -58%
RCG
117
Regatta Capital Group
California
$174K -$9.64K -810 -5%
GWP
118
Gen-Wealth Partners
Michigan
$170K -$33.4K -2,834 -16%
Creative Planning
119
Creative Planning
Kansas
$165K -$11.7K -986 -7%
Jane Street
120
Jane Street
New York
$161K +$161K +13,527 New
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$155K +$155K +12,988 New
FW
122
FullCircle Wealth
Texas
$153K +$12 +1 +0%
GRP
123
Global Retirement Partners
California
$153K +$1.82K +153 +1%
WS
124
Wedbush Securities
California
$148K -$5.35K -450 -3%
KIG
125
Kowal Investment Group
Wisconsin
$147K -$18.8K -1,578 -11%
3 4
5
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