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CION Investment

164 hedge funds and large institutions have $190M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.4% more ownership

Funds ownership: 37.3%37.7% (+0.4%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$470K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Capital Asset Management
Colorado
$105K
SAI
127
Savvy Advisors Inc
New York
$103K
AWM
128
Atticus Wealth Management
Florida
$102K
PAIM
129
Punch & Associates Investment Management
Minnesota
$101K
DAS
130
Diversify Advisory Services
Utah
$94.9K
GWP
131
Gen-Wealth Partners
Michigan
$91.9K
SAG
132
SageView Advisory Group
California
$87.7K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$85.8K
GWM
134
Geneos Wealth Management
Colorado
$85.1K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$79K
PTC
136
Private Trust Company
Ohio
$70.4K
GWSG
137
GPS Wealth Strategies Group
Colorado
$65K
FFA
138
Farther Finance Advisors
California
$56.3K
JGCM
139
Joseph Group Capital Management
Ohio
$39.9K
SWM
140
Spire Wealth Management
Virginia
$36.9K
MCM
141
MAI Capital Management
Ohio
$34.4K
WA
142
WPG Advisers
Maryland
$33.8K
S
143
SignatureFD
Georgia
$32K
WPA
144
Wealth Preservation Advisors
Tennessee
$29.6K
NECFA
145
New England Capital Financial Advisors
Connecticut
$26.1K
FMP
146
Financial Management Professionals
Texas
$24K
T
147
Tidemark
California
$20.6K
SS
148
Sunbelt Securities
Texas
$19.3K
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$19.3K
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$18.4K