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CION Investment

179 hedge funds and large institutions have $204M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+14
Holders Change %
+8.48%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$156K +$56.5K +4,981 +57%
AFG
127
Atomi Financial Group
New York
$154K -$90.2K -7,974 -37%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$151K
AWA
129
Arete Wealth Advisors
Illinois
$150K -$16.6K -1,470 -10%
Fisher Asset Management
130
Fisher Asset Management
Washington
$143K
STAS
131
Strong Tower Advisory Services
Minnesota
$141K
GRP
132
Global Retirement Partners
California
$136K -$60.3K -5,459 -31%
B
133
Bensler
Washington
$133K +$3.62K +320 +3%
WIM
134
WealthPlan Investment Management
Nebraska
$130K +$130K +11,518 New
Barclays
135
Barclays
United Kingdom
$127K +$127K +11,267 New
FWM
136
Focused Wealth Management
New York
$126K +$2.76K +244 +2%
SWP
137
Stratos Wealth Partners
Ohio
$126K +$1.79K +158 +1%
GC
138
Guggenheim Capital
Illinois
$120K +$407 +36 +0.3%
VCM
139
Virtue Capital Management
Tennessee
$120K
AWM
140
Atticus Wealth Management
Florida
$120K
RA
141
RFG Advisory
Alabama
$119K +$498 +44 +0.4%
DWM
142
Denver Wealth Management
Colorado
$115K -$74.1K -6,556 -39%
CAS
143
Coppell Advisory Solutions
Texas
$112K +$51.8K +4,576 +86%
GWM
144
Geneos Wealth Management
Colorado
$109K
Bank of America
145
Bank of America
North Carolina
$89.1K +$14K +1,237 +19%
Wells Fargo
146
Wells Fargo
California
$85.3K +$16.9K +1,495 +25%
CFGS
147
Concourse Financial Group Securities
Alabama
$73.2K
LSV Asset Management
148
LSV Asset Management
Illinois
$66K +$66K +5,800 New
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$60.6K +$5.83K +515 +11%
PTC
150
Private Trust Company
Ohio
$59.8K