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CION Investment

173 hedge funds and large institutions have $204M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.26%37.16% (-0.1%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 178173 (-5)

51% less call options, than puts

Call options by funds: $207K | Put options by funds: $424K

67% less capital invested

Capital invested by funds: $615M → $204M (-$411M)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
56
Reduced
53
Closed
25
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
101
SWMG LLC
Texas
$195K
SG
102
StoneX Group
New York
$193K +$5.4K +466 +3%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$192K -$58.7K -5,061 -21%
SP
104
Symmetry Partners
Connecticut
$192K +$215K +18,559 New
AWM
105
Aviso Wealth Management
Washington
$183K
WAG
106
Winthrop Advisory Group
Massachusetts
$183K
TLA
107
Tanglewood Legacy Advisors
Texas
$175K
WANY
108
Wealthspire Advisors (New York)
New York
$173K
IA
109
IFP Advisors
Florida
$171K -$67.5K -5,824 -26%
UCFA
110
United Capital Financial Advisors
Texas
$170K
WS
111
Wedbush Securities
California
$169K +$45.2K +3,900 +31%
SWM
112
Spire Wealth Management
Virginia
$168K
BFS
113
BridgePort Financial Solutions
Iowa
$165K +$4.77K +411 +3%
HI
114
Harbour Investments
Wisconsin
$162K -$30K -2,586 -14%
GWSG
115
GPS Wealth Strategies Group
Colorado
$159K -$56.1K -4,834 -24%
EGM
116
Engineers Gate Manager
New York
$159K +$2.01K +173 +1%
IWC
117
Integrated Wealth Concepts
Massachusetts
$158K
NFSG
118
Newbridge Financial Services Group
Florida
$156K -$19.1K -1,646 -10%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$156K -$232K -20,046 -57%
CIA
120
Cape Investment Advisory
Georgia
$156K
BCM
121
Brookstone Capital Management
Illinois
$155K -$19.1K -1,647 -10%
KWA
122
Kingswood Wealth Advisors
California
$153K -$169K -14,599 -50%
ECM
123
ExodusPoint Capital Management
New York
$150K -$208K -17,959 -55%
BAM
124
Belpointe Asset Management
Nevada
$150K -$23.2K -2,000 -12%
OAC
125
OMERS Administration Corp
Ontario, Canada
$142K +$159K +13,700 New

CION Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2025, worth a combined $204M — down 67% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CION and 24 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $5.34M sold.

  • 173 institutional investors held CION Investment (CION) as of Q1 2025, down from 178 in Q4 2024.
  • Funds reported $204M of CION Investment stock for Q1 2025, down 67% quarter-over-quarter.
  • 24 funds opened new CION Investment positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2025 was UBS Group, an estimated $2.86M added.
  • The largest CION Investment seller in Q1 2025 was Acadian Asset Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.