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CION Investment

166 hedge funds and large institutions have $171M invested in CION Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
50
Reduced
59
Closed
21
Calls
$243K
Puts
$120K
Net Calls
+$123K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
176
LJI Wealth Management
Indiana
-$102K -10,424 Closed
WWG
177
West Wealth Group
California
-$99.8K -10,235 Closed
OPS
178
Orion Portfolio Solutions
Nebraska
-$98K -10,048 Closed
CAS
179
Coppell Advisory Solutions
Texas
-$51.6K -5,297 Closed
CASC
180
Coppell Advisory Solutions Corp
Texas
-$51.6K -5,297 Closed
US Bancorp
181
US Bancorp
Minnesota
-$15.5K -1,594 Closed
MFT
182
Moisand Fitzgerald Tamayo
Florida
-$14.8K -1,518 Closed
Simplex Trading
183
Simplex Trading
Illinois
-$12K -1,303 Closed
PWS
184
Paragon Wealth Strategies
Florida
-$5.7K -585 Closed
AWM
185
Accurate Wealth Management
Florida
-$4.28K -403 Closed
Citigroup
186
Citigroup
New York
-$2.65K -272 Closed
TCM
187
Tradewinds Capital Management
Washington
-$2.41K -247 Closed