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CION Investment

159 hedge funds and large institutions have $117M invested in CION Investment in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $250K | Put options by funds: $224K

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 165159 (-6)

3.96% less ownership

Funds ownership: 37.72%33.76% (-4%)

38% less capital invested

Capital invested by funds: $190M → $117M (-$72.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
53
Reduced
51
Closed
25
Calls
$250K
Puts
$224K
Net Calls
+$26K
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$103K
PAIM
102
Punch & Associates Investment Management
Minnesota
$102K +$37.1K +4,410 +42%
AWM
103
Aviso Wealth Management
Washington
$100K
CCA
104
Catalyst Capital Advisors
New York
$99.9K +$123K +14,600 New
KWA
105
Kingswood Wealth Advisors
California
$99.9K
IAAG
106
Innovative Asset Advisors Group
Connecticut
$98.6K +$121K +14,418 New
Wells Fargo
107
Wells Fargo
California
$97.5K -$745K -88,680 -86%
EGM
108
Engineers Gate Manager
New York
$96K -$43.4K -5,165 -27%
Mariner
109
Mariner
Kansas
$94.2K -$319 -38 -0.3%
WWM
110
Western Wealth Management
Colorado
$89.4K
TCM
111
Triumph Capital Management
Colorado
$89.2K -$4.37K -520 -4%
IWC
112
Integrated Wealth Concepts
Massachusetts
$88.9K +$109K +12,994 New
EF
113
Empowered Funds
Pennsylvania
$86.9K +$107K +12,706 New
MFG
114
Merit Financial Group
Georgia
$85.7K -$3.34K -398 -3%
SFS
115
Sowell Financial Services
Arkansas
$84.8K -$11.5K -1,371 -10%
BFS
116
BridgePort Financial Solutions
Iowa
$83.7K
FHC
117
First Heartland Consultants
Missouri
$78K -$3.12K -371 -3%
IA
118
IFP Advisors
Florida
$76.3K -$27.4K -3,265 -23%
PFG
119
PAX Financial Group
Texas
$75.6K -$22K -2,616 -19%
CAM
120
Capital Asset Management
Colorado
$74K
SAI
121
Savvy Advisors Inc
New York
$73.6K +$748 +89 +0.8%
Goldman Sachs
122
Goldman Sachs
New York
$71.9K +$88.3K +10,508 New
GWP
123
Gen-Wealth Partners
Michigan
$65K
GWM
124
Geneos Wealth Management
Colorado
$60.2K
EIPL
125
Essential Investment Partners LLC
Colorado
$57.3K +$4.2K +500 +6%