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CION Investment

161 hedge funds and large institutions have $186M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $326K | Put options by funds: $211K

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.19% less ownership

Funds ownership: 37.16%36.97% (-0.19%)

7% less funds holding

Funds holding: 173161 (-12)

9% less capital invested

Capital invested by funds: $204M → $186M (-$17.6M)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
161
Holders Change
-12
Holders Change %
-6.94%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
56
Reduced
51
Closed
27
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
101
GPS Wealth Strategies Group
Colorado
$148K +$1.23K +129 +0.8%
IWC
102
Integrated Wealth Concepts
Massachusetts
$146K
NFSG
103
Newbridge Financial Services Group
Florida
$144K
TCM
104
Triumph Capital Management
Colorado
$140K -$81.6K -8,580 -37%
KWA
105
Kingswood Wealth Advisors
California
$140K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$136K -$8.13K -855 -6%
CIA
107
Cape Investment Advisory
Georgia
$134K -$9.51K -1,000 -7%
JP Morgan Chase
108
JP Morgan Chase
New York
$134K -$387K -40,698 -74%
RE
109
Rydar Equities
Texas
$133K +$133K +13,942 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$131K -$1.1M -116,074 -89%
PFG
111
PAX Financial Group
Texas
$131K -$104K -10,965 -45%
GRP
112
Global Retirement Partners
California
$128K +$127K +13,410 New
WWM
113
Western Wealth Management
Colorado
$125K
GVAG
114
Great Valley Advisor Group
Delaware
$121K +$120K +12,643 New
SA
115
Sanctuary Advisors
Indiana
$119K +$119K +12,468 New
SAG
116
SageView Advisory Group
California
$113K
WAG
117
Winthrop Advisory Group
Massachusetts
$110K -$53.2K -5,592 -33%
UCFA
118
United Capital Financial Advisors
Texas
$110K -$46.7K -4,910 -30%
BPA
119
Beacon Pointe Advisors
California
$109K +$108K +11,346 New
CAS
120
Coppell Advisory Solutions
Texas
$104K
AWM
121
Atticus Wealth Management
Florida
$101K
DWP
122
Daymark Wealth Partners
Ohio
$98.4K +$97.8K +10,283 New
GWP
123
Gen-Wealth Partners
Michigan
$90.9K -$17.1K -1,798 -16%
GWM
124
Geneos Wealth Management
Colorado
$84.2K -$103K -10,819 -55%
LWMI
125
Legacy Wealth Management (Idaho)
Idaho
$73.8K

CION Hedge Fund Activity: Q2 2025 in Review

161 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2025, worth a combined $186M — down 8.6% from $204M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CION and 17 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $3.21M. The largest seller was Renaissance Technologies, cutting an estimated $2.65M.

  • 161 institutional investors held CION Investment (CION) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $186M of CION Investment stock for Q2 2025, down 8.6% quarter-over-quarter.
  • 17 funds opened new CION Investment positions in Q2 2025 and 27 closed out, a net change of -10 holders.
  • The largest CION Investment buyer in Q2 2025 was Invesco, an estimated $3.21M added.
  • The largest CION Investment seller in Q2 2025 was Renaissance Technologies, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2025.