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CION Investment

160 hedge funds and large institutions have $188M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.5% more ownership

Funds ownership: 36.74%37.25% (+0.5%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
160
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
AWM
126
Atticus Wealth Management
Florida
$102K
PAIM
127
Punch & Associates Investment Management
Minnesota
$101K
DAS
128
Diversify Advisory Services
Utah
$94.9K
GWP
129
Gen-Wealth Partners
Michigan
$91.9K
SAG
130
SageView Advisory Group
California
$87.7K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$85.8K
GWM
132
Geneos Wealth Management
Colorado
$85.1K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$79K
PTC
134
Private Trust Company
Ohio
$70.4K
GWSG
135
GPS Wealth Strategies Group
Colorado
$65K
FFA
136
Farther Finance Advisors
California
$56.3K
JGCM
137
Joseph Group Capital Management
Ohio
$39.9K
SWM
138
Spire Wealth Management
Virginia
$36.9K
MCM
139
MAI Capital Management
Ohio
$34.4K
WA
140
WPG Advisers
Maryland
$33.8K
S
141
SignatureFD
Georgia
$32K
WPA
142
Wealth Preservation Advisors
Tennessee
$29.6K
NECFA
143
New England Capital Financial Advisors
Connecticut
$26.1K
FMP
144
Financial Management Professionals
Texas
$24K
T
145
Tidemark
California
$20.6K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$19.3K
SS
147
Sunbelt Securities
Texas
$19.3K
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$18.4K
SPIA
149
Steward Partners Investment Advisory
New York
$15.1K
LFA
150
LGT Financial Advisors
Texas
$14.9K