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CION Investment

159 hedge funds and large institutions have $117M invested in CION Investment in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $250K | Put options by funds: $224K

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 165159 (-6)

3.96% less ownership

Funds ownership: 37.72%33.76% (-4%)

38% less capital invested

Capital invested by funds: $190M → $117M (-$72.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
53
Reduced
51
Closed
25
Calls
$250K
Puts
$224K
Net Calls
+$26K
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$55.8K +$68.1K +8,102 +16,204%
PTC
127
Private Trust Company
Ohio
$39.8K -$12.3K -1,464 -20%
FFA
128
Farther Finance Advisors
California
$39.4K
JGCM
129
Joseph Group Capital Management
Ohio
$28.3K
SWM
130
Spire Wealth Management
Virginia
$26.1K
PF
131
PlanVest Financial
Maryland
$25.4K +$31.2K +3,708 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$25.1K -$43.7K -5,206 -59%
MCM
133
MAI Capital Management
Ohio
$24.4K
LWM
134
Lodestone Wealth Management
Washington
$24.1K +$29.7K +3,529 New
SS
135
Sunbelt Securities
Texas
$22.7K +$11K +1,314 +66%
S
136
SignatureFD
Georgia
$22.6K
SWP
137
Strategic Wealth Partners
Ohio
$21.3K +$18.1K +2,149 +223%
WPA
138
Wealth Preservation Advisors
Tennessee
$20.9K
NECFA
139
New England Capital Financial Advisors
Connecticut
$19.1K +$849 +101 +4%
ACM
140
Aquatic Capital Management
Illinois
$16.6K -$187K -22,243 -90%
T
141
Tidemark
California
$14.6K
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$13K
Nomura Asset Management
143
Nomura Asset Management
Japan
$11.7K +$14.4K +1,708 New
JP Morgan Chase
144
JP Morgan Chase
New York
$10.7K -$1.43M -169,782 -99%
SPIA
145
Steward Partners Investment Advisory
New York
$10.7K
LFA
146
LGT Financial Advisors
Texas
$10.5K
Simplex Trading
147
Simplex Trading
Illinois
$9.75K +$9.35K +1,113 +357%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$9.6K +$420 +50 +4%
SSG
149
Summit Securities Group
New York
$7.85K +$9.64K +1,148 New
APW
150
Aventura Private Wealth
Florida
$6.84K +$8.4K +1,000 New