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CION Investment

159 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less funds holding

Funds holding: 171159 (-12)

8% less capital invested

Capital invested by funds: $200M → $184M (-$16.1M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$326K
Puts
$211K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$146K
NFSG
102
Newbridge Financial Services Group
Florida
$144K
TCM
103
Triumph Capital Management
Colorado
$140K
KWA
104
Kingswood Wealth Advisors
California
$140K
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$136K
CIA
106
Cape Investment Advisory
Georgia
$134K
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$134K
RE
108
Rydar Equities
Texas
$133K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$131K
PFG
110
PAX Financial Group
Texas
$131K
GRP
111
Global Retirement Partners
California
$128K
WWM
112
Western Wealth Management
Colorado
$125K
GVAG
113
Great Valley Advisor Group
Delaware
$121K
SAG
114
SageView Advisory Group
California
$113K
WAG
115
Winthrop Advisory Group
Massachusetts
$110K
UCFA
116
United Capital Financial Advisors
Texas
$110K
BPA
117
Beacon Pointe Advisors
California
$109K
CAS
118
Coppell Advisory Solutions
Texas
$104K
AWM
119
Atticus Wealth Management
Florida
$101K
DWP
120
Daymark Wealth Partners
Ohio
$98.4K
GWP
121
Gen-Wealth Partners
Michigan
$90.9K
GWM
122
Geneos Wealth Management
Colorado
$84.2K
LWMI
123
Legacy Wealth Management (Idaho)
Idaho
$73.8K
LIS
124
Legacy Investment Solutions
Idaho
$73.8K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$73K