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CION Investment

174 hedge funds and large institutions have $205M invested in CION Investment in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
63
Reduced
57
Closed
20
Calls
$176K
Puts
$1K
Net Calls
+$175K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$15.6M +$843K +70,608 +6%
Morgan Stanley
2
Morgan Stanley
New York
$14.8M +$1.35M +113,693 +10%
BI
3
Bulldog Investors
New Jersey
$12.3M +$136K +11,403 +1%
LPL Financial
4
LPL Financial
California
$11.6M +$417K +35,063 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$10.9M +$838K +70,392 +8%
PRS
6
Pinkerton Retirement Specialists
Idaho
$7.84M -$427K -35,848 -5%
PAG
7
Private Advisor Group
New Jersey
$7.75M +$405K +34,061 +6%
CCM
8
Callodine Capital Management
Massachusetts
$7.44M -$593K -49,820 -7%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$6.77M -$309K -26,000 -4%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$6.62M -$1.66M -139,339 -20%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.53M +$2.69M +226,000 +70%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$5.26M +$1.09M +91,221 +26%
Two Sigma Investments
13
Two Sigma Investments
New York
$4.42M -$136K -11,463 -3%
Franklin Resources
14
Franklin Resources
California
$4.26M +$511K +43,076 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.07M +$56.6K +4,759 +1%
BFG
16
Berger Financial Group
Minnesota
$3.97M -$17.1K -1,434 -0.4%
KAS
17
Kestra Advisory Services
Texas
$3.87M -$639K -53,713 -14%
SPC
18
Sigma Planning Corp
Michigan
$3.65M +$127K +10,711 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.45M -$1.77M -148,474 -34%
AWA
20
Arkadios Wealth Advisors
Georgia
$3.41M -$173K -14,513 -5%
AGM
21
Alpine Global Management
New York
$3.21M -$843K -70,817 -21%
AFAS
22
Acorn Financial Advisory Services
Virginia
$3.01M +$27K +2,267 +0.9%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.47M -$474K -39,822 -16%
OIA
24
OneDigital Investment Advisors
Kansas
$2.34M +$157K +13,182 +7%
STAS
25
Strong Tower Advisory Services
Minnesota
$2.33M +$2.19M +183,696 +1,469%