CION icon

CION Investment
CION

Overview Fund Activity

176 hedge funds and large institutions have $611M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+2
Holders Change %
+1.15%
% of All Funds
2.34%
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
54
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$8.23M
3
BI
3
Bulldog Investors
New Jersey
$19.2M
4
KAS
4
Kestra Advisory Services
Texas
$6.06M
5
AGM
5
Alpine Global Management
New York
$4.37M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$766K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.23M
3
Millennium Management
3
Millennium Management
New York
$0
4
PRS
4
Pinkerton Retirement Specialists
Idaho
$5.97M
5
CCM
5
Callodine Capital Management
Massachusetts
$5.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGCM
151
Joseph Group Capital Management
Ohio
$47.1K – – –
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$44.3K – – –
MCM
153
MAI Capital Management
Ohio
$40.6K +$40.6K +3,562 New
S
154
SignatureFD
Georgia
$37.7K – – –
Citigroup
155
Citigroup
New York
$35.9K +$8.33K +731 +30%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$35.7K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$33.2K +$8.38K +735 +34%
MSG
158
Main Street Group
Virginia
$32.6K – – –
NECFA
159
New England Capital Financial Advisors
Connecticut
$26.4K +$775 +68 +3%
T
160
Tidemark
California
$24.3K – – –
AT
161
Arlington Trust
Alabama
$23.9K – – –
Nomura Asset Management
162
Nomura Asset Management
Japan
$22.8K +$17.8K +1,559 +355%
Comerica Bank
163
Comerica Bank
Texas
$22.7K – – –
SS
164
Sunbelt Securities
Texas
$22.5K – – –
SPIA
165
Steward Partners Investment Advisory
New York
$17.8K – – –
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.12K – – –
TAM
167
Tucker Asset Management
Colorado
$6.73K – – –
KA
168
Kozak & Associates
Colorado
$6.27K +$184 +16 +3%
BIG
169
Brooklyn Investment Group
New York
$4.77K +$4.77K +418 New
SIS
170
Sound Income Strategies
Florida
$4.61K – – –
TSMHT
171
Thurston Springer Miller Herd & Titak
Indiana
$4.56K +$4.56K +400 New
RFS
172
Richardson Financial Services
Massachusetts
$4.49K – – –
RWPA
173
Richard W. Paul & Associates
Michigan
$3.25K – – –
CIAM
174
Caitong International Asset Management
Hong Kong
$752 +$752 +66 New
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$752 +$752 +66 New
4 5 6
7
8