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CION Investment

176 hedge funds and large institutions have $611M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.34%
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
54
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
126
First Heartland Consultants
Missouri
$136K
SAG
127
SageView Advisory Group
California
$129K
B
128
Bensler
Washington
$128K +$3K +263 +2%
DTL
129
Dynamic Technology Lab
Singapore
$127K +$127K +11,111 New
PWA
130
Providence Wealth Advisors
Illinois
$127K
GS
131
GWN Securities
Florida
$124K +$124K +10,819 New
CAS
132
Coppell Advisory Solutions
Texas
$123K +$12.3K +1,093 +11%
AWM
133
Atticus Wealth Management
Florida
$121K
SWP
134
Stratos Wealth Partners
Ohio
$120K -$3.85K -338 -3%
CCG
135
Catalina Capital Group
California
$116K -$194K -17,040 -63%
Bank of America
136
Bank of America
North Carolina
$113K -$55.4K -4,856 -33%
ACM
137
Aquatic Capital Management
Illinois
$103K +$103K +8,992 New
LWMI
138
Legacy Wealth Management (Idaho)
Idaho
$98.7K -$28.4K -2,438 -22%
LIS
139
Legacy Investment Solutions
Idaho
$98.7K -$28.4K -2,438 -22%
GSWM
140
Golden State Wealth Management
California
$96.2K +$96.2K +8,434 New
QT
141
Quantbot Technologies
New York
$96K -$3.32K -291 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$85K +$714 +63 +0.8%
PTC
143
Private Trust Company
Ohio
$83K
GWM
144
Geneos Wealth Management
Colorado
$82.4K -$9K -789 -10%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$73.7K -$149K -13,026 -67%
CFGS
146
Concourse Financial Group Securities
Alabama
$73.6K
FFA
147
Farther Finance Advisors
California
$66.4K -$923 -81 -1%
RDIA
148
RE Dickinson Investment Advisors
Iowa
$61K +$61K +538 New
AG
149
AmeriFlex Group
Nevada
$54.9K +$54.9K +4,681 New
WA
150
WPG Advisers
Maryland
$51.9K +$51.9K +4,555 New