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CION Investment

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
151
IAG Wealth Partners
Wisconsin
$27.2K +$25.7K +2,427 +1,629%
NECFA
152
New England Capital Financial Advisors
Connecticut
$20.5K +$613 +58 +3%
AF
153
Allworth Financial
California
$17.9K -$21.1K -1,999 -54%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$17.4K +$17.4K +1,644 New
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$16.7K -$29.9K -2,823 -64%
SPIA
156
Steward Partners Investment Advisory
New York
$16.5K
GI
157
Gradient Investments
Minnesota
$14.5K
QT
158
Quantbot Technologies
New York
$14.1K +$13.6K +1,285 +2,520%
FHA
159
First Horizon Advisors
Tennessee
$9.81K +$9.81K +928 New
SWA
160
SOA Wealth Advisors
New York
$9.03K
NS
161
NBC Securities
Alabama
$9K +$9K +941 New
Group One Trading
162
Group One Trading
Illinois
$8.46K +$6.34K +600 +300%
KA
163
Kozak & Associates
Colorado
$4.93K
SIS
164
Sound Income Strategies
Florida
$4.27K
RWPA
165
Richard W. Paul & Associates
Michigan
$3.01K
NA
166
NewEdge Advisors
Louisiana
$146 -$3.65K -350 -96%
CHAM
167
Clear Harbor Asset Management
Connecticut
-$653K -62,871 Closed
E
168
Ergoteles
New York
-$300K -28,890 Closed
WIA
169
World Investment Advisors
California
-$262K -25,280 Closed
Cerity Partners
170
Cerity Partners
New York
-$245K -23,611 Closed
CBFP
171
Cedar Brook Financial Partners
Ohio
-$227K -21,907 Closed
KWA
172
Kingswood Wealth Advisors
California
-$220K -21,173 Closed
PWM
173
Prosperity Wealth Management
California
-$203K -19,585 Closed
LWM
174
Laidlaw Wealth Management
New York
-$180K -17,293 Closed
Verition Fund Management
175
Verition Fund Management
Connecticut
-$119K -11,484 Closed