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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.

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 %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$389M – – –
BI
2
Bulldog Investors
New Jersey
$19.2M +$7.38M +646,596 +62%
VanEck Associates
3
VanEck Associates
New York
$15.2M +$249K +21,825 +2%
Invesco
4
Invesco
Georgia
$11.9M +$11.9M +1,042,279 New
LPL Financial
5
LPL Financial
California
$11M -$51.1K -4,481 -0.5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.3M -$79.3K -6,955 -0.8%
Wells Fargo
7
Wells Fargo
California
$8.23M +$8.12M +711,970 +6,959%
PAG
8
Private Advisor Group
New Jersey
$7.61M +$187K +16,417 +3%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$6.46M -$23.9K -2,100 -0.4%
Morgan Stanley
10
Morgan Stanley
New York
$6.23M -$7.96M -697,895 -56%
KAS
11
Kestra Advisory Services
Texas
$6.06M +$2.35M +206,178 +63%
PRS
12
Pinkerton Retirement Specialists
Idaho
$5.97M -$1.55M -135,708 -21%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$5.75M +$711K +62,365 +14%
CCM
14
Callodine Capital Management
Massachusetts
$5.7M -$1.43M -125,180 -20%
Renaissance Technologies
15
Renaissance Technologies
New York
$5.47M -$786K -68,912 -13%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$5.34M -$999K -87,657 -16%
CC
17
CF Capital
Massachusetts
$4.81M +$4.81M +421,801 New
Franklin Resources
18
Franklin Resources
California
$4.67M +$578K +50,705 +14%
Two Sigma Investments
19
Two Sigma Investments
New York
$4.45M +$217K +19,058 +5%
AGM
20
Alpine Global Management
New York
$4.37M +$1.3M +113,632 +42%
BFG
21
Berger Financial Group
Minnesota
$3.72M -$77.7K -6,818 -2%
SPC
22
Sigma Planning Corp
Michigan
$3.71M +$218K +19,106 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.41M -$492K -43,129 -13%
AWA
24
Arkadios Wealth Advisors
Georgia
$3.34M +$71.5K +6,275 +2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.96M -$345K -30,266 -10%
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