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CION Investment

153 hedge funds and large institutions have $182M invested in CION Investment in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.77M
2 +$3.35M
3 +$825K
4
Bank of America
Bank of America
North Carolina
+$766K
5
BlackRock
BlackRock
New York
+$709K

Top Sellers

1 -$1.9M
2 -$1.4M
3 -$984K
4
Invesco
Invesco
Georgia
-$909K
5
Wells Fargo
Wells Fargo
California
-$884K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$398
Barclays
152
Barclays
United Kingdom
$28
CAM
153
Creekmur Asset Management
Illinois
$10
STAS
154
Strong Tower Advisory Services
Minnesota
YIH
155
Y-Intercept (HK)
Hong Kong
Stifel Financial
156
Stifel Financial
Missouri
SWM
157
SeaCrest Wealth Management
New York
XT
158
XTX Topco
Cayman Islands
TLA
159
Tanglewood Legacy Advisors
Texas
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
CIA
161
Cape Investment Advisory
Georgia
OSAM
162
O'Shaughnessy Asset Management
Connecticut
BPA
163
Beacon Pointe Advisors
California
CAS
164
Coppell Advisory Solutions
Texas
DWP
165
Daymark Wealth Partners
Ohio
GWM
166
Gitterman Wealth Management
New Jersey
T
167
Transce3nd
Texas
SWP
168
Strategic Wealth Partners
Ohio
HCM
169
Hollencrest Capital Management
California
DWM
170
Darwin Wealth Management
Florida
AAS
171
Ameritas Advisory Services
Nebraska
TSMHT
172
Thurston Springer Miller Herd & Titak
Indiana
AT
173
Arlington Trust
Alabama
CIAM
174
Caitong International Asset Management
Hong Kong
NA
175
NewEdge Advisors
Louisiana