CION Investment
CION
161 hedge funds and large institutions have $186M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 27 closing their positions.
55% more call options, than puts
Call options by funds: $326K | Put options by funds: $211K
10% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.19% less ownership
Funds ownership: 37.16% → 36.97% (-0.19%)
7% less funds holding
Funds holding: 173 → 161 (-12)
9% less capital invested
Capital invested by funds: $204M → $186M (-$17.6M)
37% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.21M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.98M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$945K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$2.65M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.68M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.49M |
| 4 |
Two Sigma Advisers
New York
|
-$1.13M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAC
176
OMERS Administration Corp
Toronto,
Ontario, Canada
| – | -$142K | -13,700 | Closed |
|
|
LBC
177
Leigh Baldwin & Co
Cazenovia,
New York
| – | -$137K | -13,259 | Closed |
|
|
FW
178
FullCircle Wealth
Dallas,
Texas
| – | -$124K | -12,214 | Closed |
|
|
PWA
179
Providence Wealth Advisors
Frankfort,
Illinois
| – | -$117K | -11,146 | Closed |
|
|
EWM
180
Elevatus Welath Management
Victor,
New York
| – | -$115K | -11,099 | Closed |
|
|
B
181
Bensler
Bellevue,
Washington
| – | -$106K | -10,250 | Closed |
|
|
CCG
182
Catalina Capital Group
Torrance,
California
| – | -$106K | -10,197 | Closed |
|
183
Lazard Asset Management
New York
| – | -$87K | -8,407 | Closed |
|
184
Citigroup
New York
| – | -$33.9K | -3,280 | Closed |
|
|
QL
185
Quarry LP
New York
| – | -$26.6K | -2,570 | Closed |
|
186
AssetMark Inc
Concord,
California
| – | -$10.4K | -1,004 | Closed |
|
187
Simplex Trading
Chicago,
Illinois
| – | -$8.84K | -930 | Closed |
|
188
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$828 | -80 | Closed |
|
CION Hedge Fund Activity: Q2 2025 in Review
161 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q2 2025, worth a combined $186M — down 8.6% from $204M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of CION and 17 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 56 added.
The largest buyer was Invesco, adding an estimated $3.21M. The largest seller was Renaissance Technologies, cutting an estimated $2.65M.
- 161 institutional investors held CION Investment (CION) as of Q2 2025, down from 173 in Q1 2025.
- Funds reported $186M of CION Investment stock for Q2 2025, down 8.6% quarter-over-quarter.
- 17 funds opened new CION Investment positions in Q2 2025 and 27 closed out, a net change of -10 holders.
- The largest CION Investment buyer in Q2 2025 was Invesco, an estimated $3.21M added.
- The largest CION Investment seller in Q2 2025 was Renaissance Technologies, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2025.