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CION Investment
CION

Overview Fund Activity

176 hedge funds and large institutions have $611M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.34%
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
54
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$8.23M
3
BI
3
Bulldog Investors
New Jersey
$19.2M
4
KAS
4
Kestra Advisory Services
Texas
$6.06M
5
AGM
5
Alpine Global Management
New York
$4.37M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$766K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.23M
3
Millennium Management
3
Millennium Management
New York
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$5.97M
5
CCM
5
Callodine Capital Management
Massachusetts
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$202K – – –
AWM
102
Aviso Wealth Management
Washington
$202K -$47.4K -4,159 -19%
Creative Planning
103
Creative Planning
Kansas
$197K +$39.2K +3,438 +25%
WAG
104
Winthrop Advisory Group
Massachusetts
$195K +$195K +17,085 New
TLA
105
Tanglewood Legacy Advisors
Texas
$192K – – –
NFSG
106
Newbridge Financial Services Group
Florida
$191K -$787 -69 -0.4%
BFS
107
BridgePort Financial Solutions
Iowa
$191K +$191K +15,576 New
WANY
108
Wealthspire Advisors (New York)
New York
$190K – – –
BCM
109
Brookstone Capital Management
Illinois
$189K -$26.9K -2,362 -12%
Verition Fund Management
110
Verition Fund Management
Connecticut
$188K +$188K +16,500 New
UCFA
111
United Capital Financial Advisors
Texas
$187K +$1.65K +145 +0.9%
SWM
112
Spire Wealth Management
Virginia
$185K – – –
TCM
113
Triumph Capital Management
Colorado
$174K -$3.02K -265 -2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$174K – – –
EGM
115
Engineers Gate Manager
New York
$173K -$30.5K -2,676 -15%
CIA
116
Cape Investment Advisory
Georgia
$172K -$4.91K -431 -3%
CAM
117
Creekmur Asset Management
Illinois
$167K -$60.4K -5,299 -27%
YIH
118
Y-Intercept (HK)
Hong Kong
$164K -$109K -9,538 -40%
FW
119
FullCircle Wealth
Texas
$153K – – –
GCP
120
GSA Capital Partners
United Kingdom
$153K -$74K -6,472 -33%
GRP
121
Global Retirement Partners
California
$148K +$1.61K +141 +1%
CA
122
Clearstead Advisors
Ohio
$148K +$148K +12,998 New
GWP
123
Gen-Wealth Partners
Michigan
$145K -$20.3K -1,782 -12%
WS
124
Wedbush Securities
California
$142K – – –
ET
125
Entropy Technologies
New York
$138K +$138K +12,083 New
3 4
5
6 7