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CION Investment

153 hedge funds and large institutions have $182M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
153
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
JGCM
126
Joseph Group Capital Management
Ohio
$39.2K
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$36.5K
SWM
128
Spire Wealth Management
Virginia
$36.2K
MCM
129
MAI Capital Management
Ohio
$33.8K
WA
130
WPG Advisers
Maryland
$33.2K
S
131
SignatureFD
Georgia
$31.4K
PWMG
132
Private Wealth Management Group
New Jersey
$30K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$29.7K
WPA
134
Wealth Preservation Advisors
Tennessee
$29K
TRCT
135
Tower Research Capital (TRC)
New York
$28.3K
MSG
136
Main Street Group
Virginia
$27.1K
NECFA
137
New England Capital Financial Advisors
Connecticut
$24.7K
Comerica Bank
138
Comerica Bank
Texas
$22K
T
139
Tidemark
California
$20.2K
SS
140
Sunbelt Securities
Texas
$19K
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$19K
SPIA
142
Steward Partners Investment Advisory
New York
$14.8K
WA
143
Whipplewood Advisors
Colorado
$13.8K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$12.4K
QT
145
Quantbot Technologies
New York
$9.88K
QL
146
Quarry LP
New York
$8.4K
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K
KA
148
Kozak & Associates
Colorado
$6.09K
RFS
149
Richardson Financial Services
Massachusetts
$3.78K
SIS
150
Sound Income Strategies
Florida
$3.73K