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CION Investment

151 hedge funds and large institutions have $181M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
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
$139K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.77M
2 +$3.35M
3 +$825K
4
Bank of America
Bank of America
North Carolina
+$766K
5
BlackRock
BlackRock
New York
+$709K

Top Sellers

1 -$1.9M
2 -$1.4M
3 -$984K
4
Invesco
Invesco
Georgia
-$909K
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$36.2K
MCM
127
MAI Capital Management
Ohio
$33.8K
WA
128
WPG Advisers
Maryland
$33.2K
S
129
SignatureFD
Georgia
$31.4K
PWMG
130
Private Wealth Management Group
New Jersey
$30K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$29.7K
WPA
132
Wealth Preservation Advisors
Tennessee
$29K
TRCT
133
Tower Research Capital (TRC)
New York
$28.3K
MSG
134
Main Street Group
Virginia
$27.1K
NECFA
135
New England Capital Financial Advisors
Connecticut
$24.7K
Comerica Bank
136
Comerica Bank
Texas
$22K
T
137
Tidemark
California
$20.2K
SS
138
Sunbelt Securities
Texas
$19K
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$19K
SPIA
140
Steward Partners Investment Advisory
New York
$14.8K
WA
141
Whipplewood Advisors
Colorado
$13.8K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$12.4K
QT
143
Quantbot Technologies
New York
$9.88K
QL
144
Quarry LP
New York
$8.4K
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K
KA
146
Kozak & Associates
Colorado
$6.09K
RFS
147
Richardson Financial Services
Massachusetts
$3.78K
SIS
148
Sound Income Strategies
Florida
$3.73K
AssetMark Inc
149
AssetMark Inc
California
$398
Barclays
150
Barclays
United Kingdom
$28