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CION Investment

161 hedge funds and large institutions have $186M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $326K | Put options by funds: $211K

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.19% less ownership

Funds ownership: 37.16%36.97% (-0.19%)

7% less funds holding

Funds holding: 173161 (-12)

9% less capital invested

Capital invested by funds: $204M → $186M (-$17.6M)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
161
Holders Change
-12
Holders Change %
-6.94%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
56
Reduced
51
Closed
27
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K
Name Holding Trade Value Shares
Change
Change in
Stake
LIS
126
Legacy Investment Solutions
Idaho
$73.8K +$73.3K +7,711 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$73K +$1.71K +180 +2%
Bank of America
128
Bank of America
North Carolina
$71.4K -$1.25K -132 -2%
GWM
129
Gitterman Wealth Management
New Jersey
$69.9K +$69.4K +7,300 New
PTC
130
Private Trust Company
Ohio
$69.7K
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$66K -$218K -22,901 -77%
T
132
Transce3nd
Texas
$56.2K -$15.4K -1,620 -22%
FFA
133
Farther Finance Advisors
California
$55.8K
SWP
134
Strategic Wealth Partners
Ohio
$49.2K +$48.9K +5,144 New
JGCM
135
Joseph Group Capital Management
Ohio
$39.5K
SWM
136
Spire Wealth Management
Virginia
$37.6K -$117K -12,327 -76%
ACM
137
Aquatic Capital Management
Illinois
$37.4K +$37.1K +3,907 New
MCM
138
MAI Capital Management
Ohio
$34.1K
WA
139
WPG Advisers
Maryland
$33.5K
S
140
SignatureFD
Georgia
$31.7K
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$30K
WPA
142
Wealth Preservation Advisors
Tennessee
$29.3K
HCM
143
Hollencrest Capital Management
California
$28.7K
MSG
144
Main Street Group
Virginia
$27.3K -$8.73K -918 -24%
NECFA
145
New England Capital Financial Advisors
Connecticut
$24K +$1.78K +187 +8%
SS
146
Sunbelt Securities
Texas
$22.8K
Comerica Bank
147
Comerica Bank
Texas
$22.4K
T
148
Tidemark
California
$20.4K
SPIA
149
Steward Partners Investment Advisory
New York
$14.9K
DWM
150
Darwin Wealth Management
Florida
$14.5K +$14.4K +1,511 New

CION Hedge Fund Activity: Q2 2025 in Review

161 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2025, worth a combined $186M — down 8.6% from $204M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CION and 17 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $3.21M. The largest seller was Renaissance Technologies, cutting an estimated $2.65M.

  • 161 institutional investors held CION Investment (CION) as of Q2 2025, down from 173 in Q1 2025.
  • Funds reported $186M of CION Investment stock for Q2 2025, down 8.6% quarter-over-quarter.
  • 17 funds opened new CION Investment positions in Q2 2025 and 27 closed out, a net change of -10 holders.
  • The largest CION Investment buyer in Q2 2025 was Invesco, an estimated $3.21M added.
  • The largest CION Investment seller in Q2 2025 was Renaissance Technologies, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2025.