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CION Investment

164 hedge funds and large institutions have $190M invested in CION Investment in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.4% more ownership

Funds ownership: 37.3%37.7% (+0.4%)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$470K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$15.1K
LFA
152
LGT Financial Advisors
Texas
$14.9K
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$13.1K
QL
154
Quarry LP
New York
$11.4K
SWP
155
Strategic Wealth Partners
Ohio
$9.3K
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.74K
KA
157
Kozak & Associates
Colorado
$6.09K
CI
158
CX Institutional
Indiana
$6K
GAMC
159
Garner Asset Management Corp
Texas
$5.8K
RFS
160
Richardson Financial Services
Massachusetts
$3.86K
SIS
161
Sound Income Strategies
Florida
$3.82K
Simplex Trading
162
Simplex Trading
Illinois
$3.02K
TRCT
163
Tower Research Capital (TRC)
New York
$484
CIAM
164
Caitong International Asset Management
Hong Kong
$29
AFAS
165
Acorn Financial Advisory Services
Virginia
CPRC
166
Consolidated Portfolio Review Corp
New York
SQA
167
Simon Quick Advisors
New Jersey
CWM
168
Collaborative Wealth Management
Florida
SG
169
StoneX Group
New York
TC
170
TownSquare Capital
Utah
IWC
171
Integrated Wealth Concepts
Massachusetts
SA
172
Sanctuary Advisors
Indiana
LBC
173
Leigh Baldwin & Co
New York
Goldman Sachs
174
Goldman Sachs
New York
WAG
175
Winthrop Advisory Group
Massachusetts