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CION Investment

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
151
Worth Asset Management
Texas
$20.2K
NECFA
152
New England Capital Financial Advisors
Connecticut
$18K +$1.03K +104 +6%
SPIA
153
Steward Partners Investment Advisory
New York
$15.4K
GRP
154
Global Retirement Partners
California
$14.2K +$6.63K +717 +88%
GI
155
Gradient Investments
Minnesota
$13.5K
AAS
156
Ameritas Advisory Services
Nebraska
$13.4K +$13.4K +1,416 New
IWP
157
IAG Wealth Partners
Wisconsin
$8.68K -$24.8K -2,517 -74%
SWA
158
SOA Wealth Advisors
New York
$8.43K
IGWM
159
ICA Group Wealth Management
Colorado
$7.26K
KA
160
Kozak & Associates
Colorado
$4.78K
SSC
161
Syverson Strege & Co
Iowa
$4.72K
SIS
162
Sound Income Strategies
Florida
$3.99K +$3.99K +404 New
RWPA
163
Richard W. Paul & Associates
Michigan
$2.81K
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$2.3K -$1 -115 -0%
Group One Trading
165
Group One Trading
Illinois
$1.97K
FGAM
166
Financial Gravity Asset Management
Texas
$245 +$245 +24,845 New
Fidelity Investments
167
Fidelity Investments
Massachusetts
$10
AWM
168
Apollon Wealth Management
South Carolina
-$579K -59,396 Closed
BPA
169
Beacon Pointe Advisors
California
-$360K -36,947 Closed
MCC
170
Money Concepts Capital
Florida
-$307K -31,467 Closed
AllianceBernstein
171
AllianceBernstein
Tennessee
-$171K -17,509 Closed
VF
172
Virtu Financial
New York
-$160K -16,412 Closed
Stifel Financial
173
Stifel Financial
Missouri
-$140K -14,376 Closed
QT
174
Quantbot Technologies
New York
-$120K -12,351 Closed
GCM
175
Gallacher Capital Management
Colorado
-$117K -12,004 Closed