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CION Investment

170 hedge funds and large institutions have $200M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
54
Reduced
53
Closed
24
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Shares
Change %
SP
101
Symmetry Partners
Connecticut
$192K +$192K +18,559 New
AWM
102
Aviso Wealth Management
Washington
$183K
WAG
103
Winthrop Advisory Group
Massachusetts
$183K
TLA
104
Tanglewood Legacy Advisors
Texas
$175K
WANY
105
Wealthspire Advisors (New York)
New York
$173K
IA
106
IFP Advisors
Florida
$171K -$60.3K -5,824 -26%
UCFA
107
United Capital Financial Advisors
Texas
$170K
WS
108
Wedbush Securities
California
$169K +$40.3K +3,900 +31%
SWM
109
Spire Wealth Management
Virginia
$168K
BFS
110
BridgePort Financial Solutions
Iowa
$165K +$4.25K +411 +3%
HI
111
Harbour Investments
Wisconsin
$162K -$26.8K -2,586 -14%
GWSG
112
GPS Wealth Strategies Group
Colorado
$159K -$50K -4,834 -24%
EGM
113
Engineers Gate Manager
New York
$159K +$1.79K +173 +1%
IWC
114
Integrated Wealth Concepts
Massachusetts
$158K
NFSG
115
Newbridge Financial Services Group
Florida
$156K -$17K -1,646 -10%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$156K -$207K -20,046 -57%
CIA
117
Cape Investment Advisory
Georgia
$156K
BCM
118
Brookstone Capital Management
Illinois
$155K -$17K -1,647 -10%
KWA
119
Kingswood Wealth Advisors
California
$153K -$153K -14,599 -50%
ECM
120
ExodusPoint Capital Management
New York
$150K -$186K -17,959 -55%
BAM
121
Belpointe Asset Management
Nevada
$150K -$20.7K -2,000 -12%
OAC
122
OMERS Administration Corp
Ontario, Canada
$142K +$142K +13,700 New
LBC
123
Leigh Baldwin & Co
New York
$137K +$137K +13,259 New
YIH
124
Y-Intercept (HK)
Hong Kong
$136K -$12.6K -1,219 -8%
WWM
125
Western Wealth Management
Colorado
$135K -$63.3K -6,113 -32%