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CION Investment

171 hedge funds and large institutions have $329M invested in CION Investment in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
45
Reduced
63
Closed
21
Calls
$440K
Puts
$243K
Net Calls
+$197K
Net Calls Change
+$843K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
126
Hilton Capital Management
New York
$106K
AFP
127
Ausdal Financial Partners
Iowa
$104K
AWM
128
Atticus Wealth Management
Florida
$103K +$49.3K +5,059 +91%
LWM
129
LJI Wealth Management
Indiana
$102K +$102K +10,424 New
B
130
Bensler
Washington
$101K +$2.35K +241 +2%
AA
131
Advisory Alpha
Michigan
$100K
WWG
132
West Wealth Group
California
$99.8K -$18.2K -1,863 -15%
FWM
133
Focused Wealth Management
New York
$98K +$1.74K +178 +2%
OPS
134
Orion Portfolio Solutions
Nebraska
$98K +$98K +10,048 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$97K -$410K -42,022 -81%
TSWM
136
Tyler-Stone Wealth Management
Ohio
$77K +$14.8K +1,509 +24%
UBS Group
137
UBS Group
Switzerland
$73.3K -$546 -56 -0.7%
GWM
138
Geneos Wealth Management
Colorado
$63.9K
CFGS
139
Concourse Financial Group Securities
Alabama
$63.2K
PTC
140
Private Trust Company
Ohio
$55K +$55K +5,604 New
CAS
141
Coppell Advisory Solutions
Texas
$51.6K +$51.6K +5,297 New
CASC
142
Coppell Advisory Solutions Corp
Texas
$51.6K +$51.6K +5,297 New
S
143
SignatureFD
Georgia
$45.5K
JGCM
144
Joseph Group Capital Management
Ohio
$40K -$1.58K -163 -4%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$38K -$186K -19,082 -83%
AF
146
Allworth Financial
California
$36K
IWP
147
IAG Wealth Partners
Wisconsin
$33.1K +$15.4K +1,575 +86%
TFS
148
TrustCore Financial Services
Tennessee
$29.6K
WAM
149
Worth Asset Management
Texas
$19.9K
Wells Fargo
150
Wells Fargo
California
$18.7K +$13.7K +1,401 +272%