CION icon

CION Investment

179 hedge funds and large institutions have $204M invested in CION Investment in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+14
Holders Change %
+8.48%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
57
Closed
12
Calls
$283K
Puts
$101K
Net Calls
+$182K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$56.6K
HNB
152
Huntington National Bank
Ohio
$53.2K
JGCM
153
Joseph Group Capital Management
Ohio
$46.7K
TSWM
154
Tyler-Stone Wealth Management
Ohio
$43.7K
CAM
155
Creekmur Asset Management
Illinois
$42.5K +$42.5K +3,757 New
S
156
SignatureFD
Georgia
$37.4K
T
157
Tidemark
California
$26K +$26K +2,301 New
AT
158
Arlington Trust
Alabama
$23.8K +$23.8K +2,100 New
NECFA
159
New England Capital Financial Advisors
Connecticut
$22.7K +$792 +70 +4%
SS
160
Sunbelt Securities
Texas
$22.6K -$11.3K -1,000 -33%
SIS
161
Sound Income Strategies
Florida
$21.3K +$16.7K +1,480 +366%
TVAMP
162
Tennessee Valley Asset Management Partners
Tennessee
$20K +$20K +1,766 New
AF
163
Allworth Financial
California
$19.1K
MSG
164
Main Street Group
Virginia
$18.8K +$18.8K +1,659 New
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$17.9K +$11 +1 +0.1%
SPIA
166
Steward Partners Investment Advisory
New York
$17.7K
GI
167
Gradient Investments
Minnesota
$15.5K
MSWM
168
McGlone Suttner Wealth Management
Wisconsin
$12.8K +$12.8K +1,129 New
NS
169
NBC Securities
Alabama
$10K +$53 +5 +0.5%
SWA
170
SOA Wealth Advisors
New York
$9.66K
Group One Trading
171
Group One Trading
Illinois
$9.05K
FFA
172
Farther Finance Advisors
California
$8.99K +$8.99K +795 New
GAMC
173
Garner Asset Management Corp
Texas
$6.5K +$6.5K +600 New
PMEF
174
Point72 Middle East FZE
United Arab Emirates
$5.53K +$5.53K +489 New
KA
175
Kozak & Associates
Colorado
$5.34K