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CION Investment

170 hedge funds and large institutions have $200M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
54
Reduced
53
Closed
24
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Shares
Change %
FW
126
FullCircle Wealth
Texas
$124K -$6.05K -597 -5%
SAG
127
SageView Advisory Group
California
$117K
GWP
128
Gen-Wealth Partners
Michigan
$117K -$14.4K -1,390 -11%
PWA
129
Providence Wealth Advisors
Illinois
$117K
EWM
130
Elevatus Welath Management
New York
$115K +$115K +11,099 New
CAS
131
Coppell Advisory Solutions
Texas
$111K
AWM
132
Atticus Wealth Management
Florida
$110K
B
133
Bensler
Washington
$106K -$9.95K -961 -9%
CCG
134
Catalina Capital Group
California
$106K
GSWM
135
Golden State Wealth Management
California
$104K +$16.5K +1,597 +19%
Lazard Asset Management
136
Lazard Asset Management
New York
$87K -$685K -66,214 -89%
LWMI
137
Legacy Wealth Management (Idaho)
Idaho
$79.8K -$8.02K -775 -9%
Bank of America
138
Bank of America
North Carolina
$78.6K -$23.9K -2,312 -23%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$78K
T
140
Transce3nd
Texas
$77.6K -$120K -11,615 -61%
PTC
141
Private Trust Company
Ohio
$75.4K
FFA
142
Farther Finance Advisors
California
$61.1K
JGCM
143
Joseph Group Capital Management
Ohio
$42.8K
MSG
144
Main Street Group
Virginia
$39.1K +$9.5K +918 +32%
MCM
145
MAI Capital Management
Ohio
$36.9K
WA
146
WPG Advisers
Maryland
$36.2K -$11K -1,058 -23%
S
147
SignatureFD
Georgia
$34.2K
Citigroup
148
Citigroup
New York
$33.9K +$1.34K +129 +4%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$32.4K
WPA
150
Wealth Preservation Advisors
Tennessee
$31.7K +$31.7K +3,061 New