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CION Investment

173 hedge funds and large institutions have $204M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.26%37.16% (-0.1%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 178173 (-5)

51% less call options, than puts

Call options by funds: $207K | Put options by funds: $424K

67% less capital invested

Capital invested by funds: $615M → $204M (-$411M)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
56
Reduced
53
Closed
25
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
151
Citigroup
New York
$33.9K +$1.5K +129 +4%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$32.4K
WPA
153
Wealth Preservation Advisors
Tennessee
$31.7K +$35.5K +3,061 New
HCM
154
Hollencrest Capital Management
California
$31.1K +$34.8K +3,000 New
QL
155
Quarry LP
New York
$26.6K +$29.8K +2,570 New
Comerica Bank
156
Comerica Bank
Texas
$24.2K +$4.04K +348 +17%
NECFA
157
New England Capital Financial Advisors
Connecticut
$24.1K +$128 +11 +0.5%
T
158
Tidemark
California
$22.1K
AT
159
Arlington Trust
Alabama
$21.7K
SS
160
Sunbelt Securities
Texas
$20.7K
SPIA
161
Steward Partners Investment Advisory
New York
$16.2K
AssetMark Inc
162
AssetMark Inc
California
$10.4K +$11.6K +1,004 New
Simplex Trading
163
Simplex Trading
Illinois
$9K +$10.8K +930 New
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.28K
KA
165
Kozak & Associates
Colorado
$5.14K +$255 +22 +4%
SIS
166
Sound Income Strategies
Florida
$4.18K
TSMHT
167
Thurston Springer Miller Herd & Titak
Indiana
$4.14K
RFS
168
Richardson Financial Services
Massachusetts
$4.13K
FHA
169
First Horizon Advisors
Tennessee
$1.58K +$1.77K +153 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$828 +$928 +80 New
CIAM
171
Caitong International Asset Management
Hong Kong
$714 +$35 +3 +5%
CAM
172
Creekmur Asset Management
Illinois
$159 -$169K -14,603 -100%
NA
173
NewEdge Advisors
Louisiana
$64
Acadian Asset Management
174
Acadian Asset Management
Massachusetts
-$5.34M -468,613 Closed
VEA
175
Virtus ETF Advisers
New York
-$931K -81,660 Closed

CION Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2025, worth a combined $204M — down 67% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CION and 24 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $5.34M sold.

  • 173 institutional investors held CION Investment (CION) as of Q1 2025, down from 178 in Q4 2024.
  • Funds reported $204M of CION Investment stock for Q1 2025, down 67% quarter-over-quarter.
  • 24 funds opened new CION Investment positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2025 was UBS Group, an estimated $2.86M added.
  • The largest CION Investment seller in Q1 2025 was Acadian Asset Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.