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CION Investment
CION

Overview Fund Activity

174 hedge funds and large institutions have $205M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
63
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.53M
2
STAS
2
Strong Tower Advisory Services
Minnesota
$2.33M
3
Morgan Stanley
3
Morgan Stanley
New York
$14.8M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$5.26M
5
VanEck Associates
5
VanEck Associates
New York
$15.6M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.45M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$6.62M
3
AGM
3
Alpine Global Management
New York
$3.21M
4
ECM
4
ExodusPoint Capital Management
New York
$644K
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$142K – – –
SAG
127
SageView Advisory Group
California
$135K – – –
PWA
128
Providence Wealth Advisors
Illinois
$133K – – –
B
129
Bensler
Washington
$130K +$3.4K +286 +3%
RJA
130
Raymond James & Associates
Florida
$130K +$130K +10,909 New
SWP
131
Stratos Wealth Partners
Ohio
$129K -$10.5K -886 -8%
VF
132
Virtu Financial
New York
$127K +$127K +10,632 New
AWM
133
Atticus Wealth Management
Florida
$126K – – –
LIS
134
Legacy Investment Solutions
Idaho
$124K +$124K +10,924 New
LWMI
135
Legacy Wealth Management (Idaho)
Idaho
$124K +$124K +10,924 New
Wells Fargo
136
Wells Fargo
California
$122K +$8.19K +688 +7%
FWM
137
Focused Wealth Management
New York
$120K +$120K +10,059 New
CAS
138
Coppell Advisory Solutions
Texas
$117K – – –
QT
139
Quantbot Technologies
New York
$104K +$104K +8,712 New
GWM
140
Geneos Wealth Management
Colorado
$95.4K – – –
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$88K -$180K -15,209 -67%
PTC
142
Private Trust Company
Ohio
$86.7K – – –
CFGS
143
Concourse Financial Group Securities
Alabama
$75.7K – – –
IAIM
144
International Assets Investment Management
Florida
$73.2K +$67K +797,880 +1,090%
FFA
145
Farther Finance Advisors
California
$70.3K +$964 +81 +1%
LSV Asset Management
146
LSV Asset Management
Illinois
$69K – – –
HNB
147
Huntington National Bank
Ohio
$56K – – –
JGCM
148
Joseph Group Capital Management
Ohio
$49.2K – – –
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$47.6K – – –
S
150
SignatureFD
Georgia
$39.4K – – –
4 5
6
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