CION icon

CION Investment

159 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

7% less funds holding

Funds holding: 171159 (-12)

8% less capital invested

Capital invested by funds: $200M → $184M (-$16.1M)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
159
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
$326K
Puts
$211K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
126
Bank of America
North Carolina
$71.4K
GWM
127
Gitterman Wealth Management
New Jersey
$69.9K
PTC
128
Private Trust Company
Ohio
$69.7K
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$66K
T
130
Transce3nd
Texas
$56.2K
FFA
131
Farther Finance Advisors
California
$55.8K
SWP
132
Strategic Wealth Partners
Ohio
$49.2K
JGCM
133
Joseph Group Capital Management
Ohio
$39.5K
SWM
134
Spire Wealth Management
Virginia
$37.6K
ACM
135
Aquatic Capital Management
Illinois
$37.4K
MCM
136
MAI Capital Management
Ohio
$34.1K
WA
137
WPG Advisers
Maryland
$33.5K
S
138
SignatureFD
Georgia
$31.7K
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$30K
WPA
140
Wealth Preservation Advisors
Tennessee
$29.3K
HCM
141
Hollencrest Capital Management
California
$28.7K
MSG
142
Main Street Group
Virginia
$27.3K
NECFA
143
New England Capital Financial Advisors
Connecticut
$24K
SS
144
Sunbelt Securities
Texas
$22.8K
Comerica Bank
145
Comerica Bank
Texas
$22.4K
T
146
Tidemark
California
$20.4K
SPIA
147
Steward Partners Investment Advisory
New York
$14.9K
DWM
148
Darwin Wealth Management
Florida
$14.5K
AAS
149
Ameritas Advisory Services
Nebraska
$13.6K
TSMHT
150
Thurston Springer Miller Herd & Titak
Indiana
$10.2K