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CION Investment

160 hedge funds and large institutions have $188M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.5% more ownership

Funds ownership: 36.74%37.25% (+0.5%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
160
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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$13.1K
QL
152
Quarry LP
New York
$11.4K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.74K
KA
154
Kozak & Associates
Colorado
$6.09K
CI
155
CX Institutional
Indiana
$6K
GAMC
156
Garner Asset Management Corp
Texas
$5.8K
RFS
157
Richardson Financial Services
Massachusetts
$3.86K
SIS
158
Sound Income Strategies
Florida
$3.82K
Simplex Trading
159
Simplex Trading
Illinois
$3.02K
TRCT
160
Tower Research Capital (TRC)
New York
$484
AFAS
161
Acorn Financial Advisory Services
Virginia
CPRC
162
Consolidated Portfolio Review Corp
New York
SQA
163
Simon Quick Advisors
New Jersey
CWM
164
Collaborative Wealth Management
Florida
SG
165
StoneX Group
New York
TC
166
TownSquare Capital
Utah
IWC
167
Integrated Wealth Concepts
Massachusetts
SA
168
Sanctuary Advisors
Indiana
LBC
169
Leigh Baldwin & Co
New York
Goldman Sachs
170
Goldman Sachs
New York
WAG
171
Winthrop Advisory Group
Massachusetts
BCM
172
Brookstone Capital Management
Illinois
HIP
173
HUB Investment Partners
Texas
EF
174
Empowered Funds
Pennsylvania
AWA
175
Arete Wealth Advisors
Illinois