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CION Investment

175 hedge funds and large institutions have $209M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,500% more call options, than puts

Call options by funds: $176K | Put options by funds: $1K

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

1.9% more ownership

Funds ownership: 32.64%34.55% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $212M → $209M (-$2.74M)

2% less funds holding

Funds holding: 178175 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
64
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
126
Kowal Investment Group
Wisconsin
$147K -$19K -1,578 -11%
FHC
127
First Heartland Consultants
Missouri
$142K
SAG
128
SageView Advisory Group
California
$135K
PWA
129
Providence Wealth Advisors
Illinois
$133K
B
130
Bensler
Washington
$130K +$3.45K +286 +3%
RJA
131
Raymond James & Associates
Florida
$130K +$132K +10,909 New
SWP
132
Stratos Wealth Partners
Ohio
$129K -$10.7K -886 -8%
VF
133
Virtu Financial
New York
$127K +$128K +10,632 New
AWM
134
Atticus Wealth Management
Florida
$126K
LIS
135
Legacy Investment Solutions
Idaho
$124K +$132K +10,924 New
LWMI
136
Legacy Wealth Management (Idaho)
Idaho
$124K +$132K +10,924 New
Wells Fargo
137
Wells Fargo
California
$122K +$8.3K +688 +7%
FWM
138
Focused Wealth Management
New York
$120K +$121K +10,059 New
CAS
139
Coppell Advisory Solutions
Texas
$117K
QT
140
Quantbot Technologies
New York
$104K +$105K +8,712 New
GWM
141
Geneos Wealth Management
Colorado
$95.4K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$88K -$184K -15,209 -67%
PTC
143
Private Trust Company
Ohio
$86.7K
CFGS
144
Concourse Financial Group Securities
Alabama
$75.7K
IAIM
145
International Assets Investment Management
Florida
$73.2K +$9.63M +797,880 +1,090%
FFA
146
Farther Finance Advisors
California
$70.3K +$977 +81 +1%
LSV Asset Management
147
LSV Asset Management
Illinois
$69K
HNB
148
Huntington National Bank
Ohio
$56K
JGCM
149
Joseph Group Capital Management
Ohio
$49.2K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$47.6K

CION Hedge Fund Activity: Q3 2024 in Review

175 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2024, worth a combined $209M — down 1.3% from $212M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CION and 18 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 64 added.

The largest buyer was International Assets Investment Management, adding an estimated $9.63M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.79M.

  • 175 institutional investors held CION Investment (CION) as of Q3 2024, down from 178 in Q2 2024.
  • Funds reported $209M of CION Investment stock for Q3 2024, down 1.3% quarter-over-quarter.
  • 18 funds opened new CION Investment positions in Q3 2024 and 20 closed out, a net change of -2 holders.
  • The largest CION Investment buyer in Q3 2024 was International Assets Investment Management, an estimated $9.63M added.
  • The largest CION Investment seller in Q3 2024 was Cetera Investment Advisers, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2024.