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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 %
NA
176
NewEdge Advisors
Louisiana
$70 – – –
Millennium Management
177
Millennium Management
New York
– -$2.15M -180,892 Closed
Man Group
178
Man Group
United Kingdom
– -$1.39M -116,469 Closed
Neuberger Berman Group
179
Neuberger Berman Group
New York
– -$480K -40,359 Closed
Goldman Sachs
180
Goldman Sachs
New York
– -$422K -35,454 Closed
Stifel Financial
181
Stifel Financial
Missouri
– -$380K -31,945 Closed
AWA
182
Arete Wealth Advisors
Illinois
– -$337K -28,275 Closed
KWM
183
Kingsview Wealth Management
Oregon
– -$332K -27,910 Closed
OQS
184
Occudo Quantitative Strategies
Florida
– -$316K -26,591 Closed
FPAS
185
Focus Partners Advisor Solutions
Missouri
– -$272K -22,819 Closed
MFG
186
Merit Financial Group
Georgia
– -$246K -20,689 Closed
PP
187
Paloma Partners
Connecticut
– -$220K -18,524 Closed
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
– -$218K -18,284 Closed
QC
189
Quadrature Capital
United Kingdom
– -$179K -15,019 Closed
CSS
190
Cubist Systematic Strategies
Connecticut
– -$175K -14,696 Closed
RCG
191
Regatta Capital Group
California
– -$174K -14,628 Closed
FWM
192
Focused Wealth Management
New York
– -$120K -10,059 Closed
HNB
193
Huntington National Bank
Ohio
– -$56K -4,704 Closed
AF
194
Allworth Financial
California
– -$20.1K -1,689 Closed
Fidelity Investments
195
Fidelity Investments
Massachusetts
– -$20K -1,677 Closed
SWA
196
SOA Wealth Advisors
New York
– -$10.2K -854 Closed
W
197
WealthCollab
Washington
– -$2.76K -232 Closed
NS
198
NBC Securities
Alabama
– -$1K -165 Closed
Simplex Trading
199
Simplex Trading
Illinois
– -$1K -103 Closed
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