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CION Investment

178 hedge funds and large institutions have $615M invested in CION Investment in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more capital invested

Capital invested by funds: $209M → $615M (+$406M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

61% more call options, than puts

Call options by funds: $297K | Put options by funds: $184K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

2.71% more ownership

Funds ownership: 34.55%37.26% (+2.7%)

2% more funds holding

Funds holding: 175178 (+3)

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% 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
28
Increased
55
Reduced
60
Closed
23
Calls
$297K
Puts
$184K
Net Calls
+$113K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$389M
BI
2
Bulldog Investors
New Jersey
$19.2M +$7.55M +646,596 +62%
VanEck Associates
3
VanEck Associates
New York
$15.2M +$255K +21,825 +2%
Invesco
4
Invesco
Georgia
$11.9M +$12.2M +1,042,279 New
LPL Financial
5
LPL Financial
California
$11M -$52.3K -4,481 -0.5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$10.3M -$81.2K -6,955 -0.8%
Wells Fargo
7
Wells Fargo
California
$8.23M +$8.31M +711,970 +6,959%
PAG
8
Private Advisor Group
New Jersey
$7.61M +$192K +16,417 +3%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$6.46M -$24.5K -2,100 -0.4%
Morgan Stanley
10
Morgan Stanley
New York
$6.23M -$8.14M -697,895 -56%
KAS
11
Kestra Advisory Services
Texas
$6.06M +$2.41M +206,178 +63%
PRS
12
Pinkerton Retirement Specialists
Idaho
$5.97M -$1.58M -135,708 -21%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$5.75M +$728K +62,365 +14%
CCM
14
Callodine Capital Management
Massachusetts
$5.7M -$1.46M -125,180 -20%
Renaissance Technologies
15
Renaissance Technologies
New York
$5.47M -$804K -68,912 -13%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$5.34M -$1.02M -87,657 -16%
CC
17
CF Capital
Massachusetts
$4.81M +$4.92M +421,801 New
Franklin Resources
18
Franklin Resources
California
$4.67M +$592K +50,705 +14%
Two Sigma Investments
19
Two Sigma Investments
New York
$4.45M +$222K +19,058 +5%
AGM
20
Alpine Global Management
New York
$4.37M +$1.33M +113,632 +42%
IFG
21
Independent Financial Group
California
$3.78M +$28.4K +2,430 +0.7%
BFG
22
Berger Financial Group
Minnesota
$3.72M -$79.6K -6,818 -2%
SPC
23
Sigma Planning Corp
Michigan
$3.71M +$223K +19,106 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.41M -$503K -43,129 -13%
AWA
25
Arkadios Wealth Advisors
Georgia
$3.34M +$73.2K +6,275 +2%

CION Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q4 2024, worth a combined $615M — up 194% from $209M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CION positions and 23 closed out — a net gain of 5 holders — while 55 added to existing stakes and 60 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $12.2M. The largest seller was International Assets Investment Management, cutting an estimated $9.38M.

  • 178 institutional investors held CION Investment (CION) as of Q4 2024, up from 175 in Q3 2024.
  • Funds reported $615M of CION Investment stock for Q4 2024, up 194% quarter-over-quarter.
  • 28 funds opened new CION Investment positions in Q4 2024 and 23 closed out, a net change of +5 holders.
  • The largest CION Investment buyer in Q4 2024 was Invesco, an estimated $12.2M added.
  • The largest CION Investment seller in Q4 2024 was International Assets Investment Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q4 2024.