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CION Investment

164 hedge funds and large institutions have $190M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.4% more ownership

Funds ownership: 37.3%37.7% (+0.4%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$470K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$168K
KPWS
102
Kestra Private Wealth Services
Texas
$165K
WANY
103
Wealthspire Advisors (New York)
New York
$161K
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$150K
NFSG
105
Newbridge Financial Services Group
Florida
$146K
BAM
106
Belpointe Asset Management
Nevada
$146K
RE
107
Rydar Equities
Texas
$145K
BCI
108
Brinker Capital Investments
Pennsylvania
$144K
AWM
109
Aviso Wealth Management
Washington
$142K
KWA
110
Kingswood Wealth Advisors
California
$141K
IA
111
IFP Advisors
Florida
$139K
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$135K
Mariner
113
Mariner
Kansas
$134K
GRP
114
Global Retirement Partners
California
$133K
SFS
115
Sowell Financial Services
Arkansas
$133K
PFG
116
PAX Financial Group
Texas
$132K
TCM
117
Triumph Capital Management
Colorado
$131K
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$128K
WWM
119
Western Wealth Management
Colorado
$126K
MFG
120
Merit Financial Group
Georgia
$125K
BFS
121
BridgePort Financial Solutions
Iowa
$118K
B
122
Bensler
Washington
$115K
FHC
123
First Heartland Consultants
Missouri
$114K
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$113K
UCFA
125
United Capital Financial Advisors
Texas
$111K