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CION Investment
CION

165 hedge funds and large institutions have $190M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 154 → 165 (+11)

3% more capital invested

Capital invested by funds: $184M → $190M (+$5.56M)

0.42% more ownership

Funds ownership: 37.3% → 37.72% (+0.42%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
34
Increased
43
Reduced
55
Closed
21
Calls
$470K
Puts
–
Net Calls
+$470K
Net Calls Change
+$331K

Top Buyers

1
Jane Street
Jane Street
New York
+$2.46M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.39M
3
SP
Sherman Porfolios
Idaho
+$1.87M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.83M
5
LSV Asset Management
LSV Asset Management
Illinois
+$1.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.66M
2
AFAS
Acorn Financial Advisory Services
Virginia
-$2.54M
3
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$1.4M
4
PRS
Pinkerton Retirement Specialists
Idaho
-$1.36M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
126
Capital Asset Management
Colorado
$105K +$104K +10,821 New
SAI
127
Savvy Advisors Inc
New York
$103K +$103K +10,675 New
AWM
128
Atticus Wealth Management
Florida
$102K – – –
PAIM
129
Punch & Associates Investment Management
Minnesota
$101K +$101K +10,435 New
DAS
130
Diversify Advisory Services
Utah
$94.9K +$96.8K +10,042 New
GWP
131
Gen-Wealth Partners
Michigan
$91.9K – – –
SAG
132
SageView Advisory Group
California
$87.7K -$11.5K -1,196 -12%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$85.8K +$55.3K +5,739 +183%
GWM
134
Geneos Wealth Management
Colorado
$85.1K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$79K -$21.3K -2,213 -21%
EIPL
136
Essential Investment Partners LLC
Colorado
$76.2K +$76K +7,880 New
PTC
137
Private Trust Company
Ohio
$70.4K – – –
GWSG
138
GPS Wealth Strategies Group
Colorado
$65K -$69.5K -7,215 -52%
FFA
139
Farther Finance Advisors
California
$56.3K – – –
JGCM
140
Joseph Group Capital Management
Ohio
$39.9K – – –
SWM
141
Spire Wealth Management
Virginia
$36.9K – – –
MCM
142
MAI Capital Management
Ohio
$34.4K – – –
WA
143
WPG Advisers
Maryland
$33.8K – – –
S
144
SignatureFD
Georgia
$32K – – –
WPA
145
Wealth Preservation Advisors
Tennessee
$29.6K – – –
NECFA
146
New England Capital Financial Advisors
Connecticut
$26.1K +$877 +91 +3%
FMP
147
Financial Management Professionals
Texas
$24K +$23.9K +2,482 New
T
148
Tidemark
California
$20.6K – – –
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$19.3K – – –
SS
150
Sunbelt Securities
Texas
$19.3K – – –
4 5
6
7 8

CION Hedge Fund Activity: Q4 2025 in Review

165 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2025, worth a combined $190M — up 3% from $184M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CION positions and 21 closed out — a net gain of 13 holders — while 43 added to existing stakes and 55 trimmed.

The largest buyer was Jane Street, adding an estimated $2.46M. The largest seller was Wells Fargo, cutting an estimated $6.66M.

  • 165 institutional investors held CION Investment (CION) as of Q4 2025, up from 154 in Q3 2025.
  • Funds reported $190M of CION Investment stock for Q4 2025, up 3% quarter-over-quarter.
  • 34 funds opened new CION Investment positions in Q4 2025 and 21 closed out, a net change of +13 holders.
  • The largest CION Investment buyer in Q4 2025 was Jane Street, an estimated $2.46M added.
  • The largest CION Investment seller in Q4 2025 was Wells Fargo, an estimated $6.66M sold.

Based on aggregated 13F filings for Q4 2025.