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CION Investment

165 hedge funds and large institutions have $185M invested in CION Investment in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
165
Holders Change
-3
Holders Change %
-1.79%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
55
Reduced
65
Closed
17
Calls
$91K
Puts
$151K
Net Calls
-$60K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$17.2M +$61.4K +5,813 +0.4%
Invesco
2
Invesco
Georgia
$11.9M -$381K -36,089 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$10.8M -$740K -70,053 -6%
BI
4
Bulldog Investors
New Jersey
$10.6M +$433K +40,925 +4%
LPL Financial
5
LPL Financial
California
$10M +$127K +12,049 +1%
VanEck Associates
6
VanEck Associates
New York
$9.52M +$1.18M +111,819 +14%
PRS
7
Pinkerton Retirement Specialists
Idaho
$8.28M -$147K -13,877 -2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.94M +$687K +65,039 +11%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.63M -$244K -23,071 -4%
WP
10
WealthPLAN Partners
Nebraska
$4.95M +$322K +30,486 +7%
KAS
11
Kestra Advisory Services
Texas
$4.44M -$404K -38,205 -8%
CAN
12
Cetera Advisor Networks
California
$4.21M -$148K -13,998 -3%
BFG
13
Berger Financial Group
Minnesota
$3.7M -$148K -14,010 -4%
AWA
14
Arkadios Wealth Advisors
Georgia
$3.22M -$102K -9,616 -3%
SPC
15
Sigma Planning Corp
Michigan
$3.21M +$20K +1,896 +0.6%
AFAS
16
Acorn Financial Advisory Services
Virginia
$3.01M -$85.9K -8,128 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3M +$370K +34,952 +14%
AWM
18
AE Wealth Management
Kansas
$3M +$181K +17,104 +6%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.77M +$573K +54,200 +26%
CCM
20
Callodine Capital Management
Massachusetts
$2.64M +$765K +72,354 +41%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.42M +$1.24M +116,873 +104%
FW
22
FirstPurpose Wealth
Utah
$2.15M -$15.4K -1,454 -0.7%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.15M -$874K -82,688 -29%
BlackRock
24
BlackRock
New York
$2.03M -$861K -81,447 -30%
OIA
25
OneDigital Investment Advisors
Kansas
$2.01M -$21.5K -2,036 -1%