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CION Investment
CION

Overview Fund Activity

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
56
Reduced
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K

Top Buyers

1
Invesco
1
Invesco
Georgia
$12.9M
2
UBS Group
2
UBS Group
Switzerland
$5.28M
3
BFG
3
Berger Financial Group
Minnesota
$4.66M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.91M
5
AAM
5
Advisors Asset Management
Colorado
$2.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$2.86M
2
Franklin Resources
2
Franklin Resources
California
$0
3
BI
3
Bulldog Investors
New Jersey
$14.7M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.59M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
126
Private Trust Company
Ohio
$69.7K – – –
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$66K -$220K -22,901 -77%
T
128
Transce3nd
Texas
$56.2K -$15.5K -1,620 -22%
FFA
129
Farther Finance Advisors
California
$55.8K – – –
SWP
130
Strategic Wealth Partners
Ohio
$49.2K +$49.2K +5,144 New
JGCM
131
Joseph Group Capital Management
Ohio
$39.5K – – –
SWM
132
Spire Wealth Management
Virginia
$37.6K -$118K -12,327 -76%
ACM
133
Aquatic Capital Management
Illinois
$37.4K +$37.4K +3,907 New
MCM
134
MAI Capital Management
Ohio
$34.1K – – –
WA
135
WPG Advisers
Maryland
$33.5K – – –
S
136
SignatureFD
Georgia
$31.7K – – –
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
WPA
138
Wealth Preservation Advisors
Tennessee
$29.3K – – –
HCM
139
Hollencrest Capital Management
California
$28.7K – – –
MSG
140
Main Street Group
Virginia
$27.3K -$8.79K -918 -24%
NECFA
141
New England Capital Financial Advisors
Connecticut
$24K +$1.79K +187 +8%
SS
142
Sunbelt Securities
Texas
$22.8K – – –
Comerica Bank
143
Comerica Bank
Texas
$22.4K – – –
T
144
Tidemark
California
$20.4K – – –
SPIA
145
Steward Partners Investment Advisory
New York
$14.9K – – –
DWM
146
Darwin Wealth Management
Florida
$14.5K +$14.5K +1,511 New
AAS
147
Ameritas Advisory Services
Nebraska
$13.6K +$13.6K +1,416 New
TSMHT
148
Thurston Springer Miller Herd & Titak
Indiana
$10.2K +$6.39K +668 +167%
AT
149
Arlington Trust
Alabama
$9.34K -$10.3K -1,100 -52%
FDCDDQ
150
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.66K – – –
4 5
6
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