We are live on ! Find out more
CION icon

CION Investment
CION

154 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 36.97% → 37.3% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $186M → $184M (-$1.89M)

4% less funds holding

Funds holding: 161 → 154 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
44
Reduced
51
Closed
22
Calls
$139K
Puts
–
Net Calls
+$139K
Net Calls Change
+$24K

Top Buyers

Rank Fund Capital Flow
1
CC
CF Capital
Massachusetts
+$5.08M
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$3.57M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$879K
4
Bank of America
Bank of America
North Carolina
+$816K
5
BlackRock
BlackRock
New York
+$755K

Top Sellers

Rank Fund Capital Flow
1
STAS
Strong Tower Advisory Services
Minnesota
-$1.9M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.49M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
Invesco
Invesco
Georgia
-$968K
5
Wells Fargo
Wells Fargo
California
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Farther Finance Advisors
California
$55.2K – – –
JGCM
127
Joseph Group Capital Management
Ohio
$39.2K – – –
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$36.5K +$38.9K +3,853 New
SWM
129
Spire Wealth Management
Virginia
$36.2K -$1.11K -110 -3%
MCM
130
MAI Capital Management
Ohio
$33.8K – – –
WA
131
WPG Advisers
Maryland
$33.2K – – –
S
132
SignatureFD
Georgia
$31.4K – – –
PWMG
133
Private Wealth Management Group
New Jersey
$30K +$32K +3,165 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$29.7K – – –
WPA
135
Wealth Preservation Advisors
Tennessee
$29K – – –
TRCT
136
Tower Research Capital (TRC)
New York
$28.3K +$30.1K +2,983 New
MSG
137
Main Street Group
Virginia
$27.1K – – –
NECFA
138
New England Capital Financial Advisors
Connecticut
$24.7K +$929 +92 +4%
Comerica Bank
139
Comerica Bank
Texas
$22K -$222 -22 -0.9%
T
140
Tidemark
California
$20.2K – – –
SS
141
Sunbelt Securities
Texas
$19K – – –
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$19K +$20.2K +2,000 New
SPIA
143
Steward Partners Investment Advisory
New York
$14.8K – – –
WA
144
Whipplewood Advisors
Colorado
$13.8K -$513K -50,784 -97%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$12.4K +$13.2K +1,307 New
QT
146
Quantbot Technologies
New York
$9.88K -$289K -28,623 -96%
QL
147
Quarry LP
New York
$8.4K +$8.95K +886 New
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K – – –
KA
149
Kozak & Associates
Colorado
$6.09K +$212 +21 +4%
RFS
150
Richardson Financial Services
Massachusetts
$3.78K – – –
4 5
6
7 8

CION Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q3 2025, worth a combined $184M — down 1% from $186M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CION and 19 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 44 added.

The largest buyer was CF Capital, adding an estimated $5.08M. The largest seller was Strong Tower Advisory Services, exiting entirely with an estimated $1.9M sold.

  • 154 institutional investors held CION Investment (CION) as of Q3 2025, down from 161 in Q2 2025.
  • Funds reported $184M of CION Investment stock for Q3 2025, down 1% quarter-over-quarter.
  • 19 funds opened new CION Investment positions in Q3 2025 and 22 closed out, a net change of -3 holders.
  • The largest CION Investment buyer in Q3 2025 was CF Capital, an estimated $5.08M added.
  • The largest CION Investment seller in Q3 2025 was Strong Tower Advisory Services, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2025.