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CION Investment

152 hedge funds and large institutions have $181M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.77M
2 +$3.35M
3 +$825K
4
Bank of America
Bank of America
North Carolina
+$766K
5
BlackRock
BlackRock
New York
+$709K

Top Sellers

1 -$1.9M
2 -$1.4M
3 -$984K
4
Invesco
Invesco
Georgia
-$909K
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$36.5K
SWM
127
Spire Wealth Management
Virginia
$36.2K
MCM
128
MAI Capital Management
Ohio
$33.8K
WA
129
WPG Advisers
Maryland
$33.2K
S
130
SignatureFD
Georgia
$31.4K
PWMG
131
Private Wealth Management Group
New Jersey
$30K
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$29.7K
WPA
133
Wealth Preservation Advisors
Tennessee
$29K
TRCT
134
Tower Research Capital (TRC)
New York
$28.3K
MSG
135
Main Street Group
Virginia
$27.1K
NECFA
136
New England Capital Financial Advisors
Connecticut
$24.7K
Comerica Bank
137
Comerica Bank
Texas
$22K
T
138
Tidemark
California
$20.2K
SS
139
Sunbelt Securities
Texas
$19K
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$19K
SPIA
141
Steward Partners Investment Advisory
New York
$14.8K
WA
142
Whipplewood Advisors
Colorado
$13.8K
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$12.4K
QT
144
Quantbot Technologies
New York
$9.88K
QL
145
Quarry LP
New York
$8.4K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K
KA
147
Kozak & Associates
Colorado
$6.09K
RFS
148
Richardson Financial Services
Massachusetts
$3.78K
SIS
149
Sound Income Strategies
Florida
$3.73K
AssetMark Inc
150
AssetMark Inc
California
$398