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CION Investment

162 hedge funds and large institutions have $188M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 54 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: $ → $

0.52% more ownership

Funds ownership: 36.74%37.27% (+0.52%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
162
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
SAI
126
Savvy Advisors Inc
New York
$103K
AWM
127
Atticus Wealth Management
Florida
$102K
PAIM
128
Punch & Associates Investment Management
Minnesota
$101K
DAS
129
Diversify Advisory Services
Utah
$94.9K
GWP
130
Gen-Wealth Partners
Michigan
$91.9K
SAG
131
SageView Advisory Group
California
$87.7K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$85.8K
GWM
133
Geneos Wealth Management
Colorado
$85.1K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$79K
PTC
135
Private Trust Company
Ohio
$70.4K
GWSG
136
GPS Wealth Strategies Group
Colorado
$65K
FFA
137
Farther Finance Advisors
California
$56.3K
JGCM
138
Joseph Group Capital Management
Ohio
$39.9K
SWM
139
Spire Wealth Management
Virginia
$36.9K
MCM
140
MAI Capital Management
Ohio
$34.4K
WA
141
WPG Advisers
Maryland
$33.8K
S
142
SignatureFD
Georgia
$32K
WPA
143
Wealth Preservation Advisors
Tennessee
$29.6K
NECFA
144
New England Capital Financial Advisors
Connecticut
$26.1K
FMP
145
Financial Management Professionals
Texas
$24K
T
146
Tidemark
California
$20.6K
SS
147
Sunbelt Securities
Texas
$19.3K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$19.3K
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$18.4K
SPIA
150
Steward Partners Investment Advisory
New York
$15.1K