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CION Investment
CION

154 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 36.97% → 37.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.89M)

4% less funds holding

Funds holding: 161 → 154 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
44
Reduced
51
Closed
22
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
+$24K

Top Buyers

1
CC
CF Capital
Massachusetts
+$5.08M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$3.57M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$879K
4
Bank of America
Bank of America
North Carolina
+$816K
5
BlackRock
BlackRock
New York
+$755K

Top Sellers

1
STAS
Strong Tower Advisory Services
Minnesota
-$1.9M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.49M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
Invesco
Invesco
Georgia
-$968K
5
Wells Fargo
Wells Fargo
California
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
101
Kingswood Wealth Advisors
California
$138K – – –
TCM
102
Triumph Capital Management
Colorado
$137K -$2.02K -200 -1%
RE
103
Rydar Equities
Texas
$136K +$5.19K +514 +4%
LBC
104
Leigh Baldwin & Co
New York
$136K +$145K +14,334 New
GWSG
105
GPS Wealth Strategies Group
Colorado
$132K -$15.6K -1,544 -10%
PFG
106
PAX Financial Group
Texas
$130K – – –
GRP
107
Global Retirement Partners
California
$129K +$1.92K +190 +1%
WWM
108
Western Wealth Management
Colorado
$124K – – –
Mariner
109
Mariner
Kansas
$113K -$191K -18,883 -61%
Goldman Sachs
110
Goldman Sachs
New York
$109K +$116K +11,533 New
WAG
111
Winthrop Advisory Group
Massachusetts
$109K – – –
UCFA
112
United Capital Financial Advisors
Texas
$109K – – –
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$107K +$44.2K +4,381 +64%
BCM
114
Brookstone Capital Management
Illinois
$106K +$113K +11,218 New
HIP
115
HUB Investment Partners
Texas
$101K +$108K +10,669 New
EF
116
Empowered Funds
Pennsylvania
$101K +$107K +10,627 New
AWM
117
Atticus Wealth Management
Florida
$100K – – –
QC
118
Quadrature Capital
United Kingdom
$100K +$107K +10,557 New
ACM
119
Aquatic Capital Management
Illinois
$98.2K +$65.1K +6,447 +165%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$98K +$26.9K +2,664 +35%
SAG
121
SageView Advisory Group
California
$97.3K -$10.7K -1,055 -9%
AWA
122
Arete Wealth Advisors
Illinois
$95K +$101K +10,040 New
GWP
123
Gen-Wealth Partners
Michigan
$90.1K – – –
GWM
124
Geneos Wealth Management
Colorado
$83.4K – – –
PTC
125
Private Trust Company
Ohio
$69.1K – – –
3 4
5
6 7

CION Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2025, worth a combined $184M — down 1% from $186M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CION and 19 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 44 added.

The largest buyer was CF Capital, adding an estimated $5.08M. The largest seller was Strong Tower Advisory Services, exiting entirely with an estimated $1.9M sold.

  • 154 institutional investors held CION Investment (CION) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $184M of CION Investment stock for Q3 2025, down 1% quarter-over-quarter.
  • 19 funds opened new CION Investment positions in Q3 2025 and 22 closed out, a net change of -3 holders.
  • The largest CION Investment buyer in Q3 2025 was CF Capital, an estimated $5.08M added.
  • The largest CION Investment seller in Q3 2025 was Strong Tower Advisory Services, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.