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CION Investment

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
56
Reduced
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
101
Newbridge Financial Services Group
Florida
$144K
TCM
102
Triumph Capital Management
Colorado
$140K -$82.1K -8,580 -37%
KWA
103
Kingswood Wealth Advisors
California
$140K
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$136K -$8.18K -855 -6%
CIA
105
Cape Investment Advisory
Georgia
$134K -$9.57K -1,000 -7%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$134K -$389K -40,698 -74%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$131K -$1.11M -116,074 -89%
PFG
108
PAX Financial Group
Texas
$131K -$105K -10,965 -45%
GRP
109
Global Retirement Partners
California
$128K +$128K +13,410 New
WWM
110
Western Wealth Management
Colorado
$125K
GVAG
111
Great Valley Advisor Group
Delaware
$121K +$121K +12,643 New
SAG
112
SageView Advisory Group
California
$113K
WAG
113
Winthrop Advisory Group
Massachusetts
$110K -$53.5K -5,592 -33%
UCFA
114
United Capital Financial Advisors
Texas
$110K -$47K -4,910 -30%
BPA
115
Beacon Pointe Advisors
California
$109K +$109K +11,346 New
CAS
116
Coppell Advisory Solutions
Texas
$104K
AWM
117
Atticus Wealth Management
Florida
$101K
DWP
118
Daymark Wealth Partners
Ohio
$98.4K +$98.4K +10,283 New
GWP
119
Gen-Wealth Partners
Michigan
$90.9K -$17.2K -1,798 -16%
GWM
120
Geneos Wealth Management
Colorado
$84.2K -$104K -10,819 -55%
LWMI
121
Legacy Wealth Management (Idaho)
Idaho
$73.8K
LIS
122
Legacy Investment Solutions
Idaho
$73.8K +$73.8K +7,711 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$73K +$1.71K +180 +2%
Bank of America
124
Bank of America
North Carolina
$71.4K -$1.26K -132 -2%
GWM
125
Gitterman Wealth Management
New Jersey
$69.9K +$69.9K +7,300 New