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CION Investment

173 hedge funds and large institutions have $204M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 53

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.1% less ownership

Funds ownership: 37.26%37.16% (-0.1%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 178173 (-5)

51% less call options, than puts

Call options by funds: $207K | Put options by funds: $424K

67% less capital invested

Capital invested by funds: $615M → $204M (-$411M)

Holders
173
Holders Change
-5
Holders Change %
-2.81%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
56
Reduced
53
Closed
25
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$17.5M +$140K +12,094 +0.7%
VanEck Associates
2
VanEck Associates
New York
$12.7M -$1.18M -101,973 -8%
Invesco
3
Invesco
Georgia
$10.4M -$432K -37,215 -4%
LPL Financial
4
LPL Financial
California
$10.3M +$298K +25,706 +3%
Wells Fargo
5
Wells Fargo
California
$9.11M +$1.83M +158,003 +22%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.89M -$539K -46,517 -5%
PAG
7
Private Advisor Group
New Jersey
$7.65M +$828K +71,434 +11%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$6.2M +$373K +32,200 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.98M +$1.13M +97,612 +20%
CC
10
CF Capital
Massachusetts
$5.84M +$1.85M +159,299 +38%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$5.75M +$591K +50,963 +10%
Morgan Stanley
12
Morgan Stanley
New York
$5.68M +$23.1K +1,996 +0.4%
CCM
13
Callodine Capital Management
Massachusetts
$5.17M
PRS
14
Pinkerton Retirement Specialists
Idaho
$4.95M -$524K -45,148 -9%
BFG
15
Berger Financial Group
Minnesota
$3.95M +$643K +55,492 +17%
UBS Group
16
UBS Group
Switzerland
$3.56M +$2.86M +246,479 +253%
SPC
17
Sigma Planning Corp
Michigan
$3.5M +$144K +12,377 +4%
IFG
18
Independent Financial Group
California
$3.48M +$51K +4,396 +1%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.44M -$674K -58,155 -15%
AWA
20
Arkadios Wealth Advisors
Georgia
$3.3M +$302K +26,019 +9%
KAS
21
Kestra Advisory Services
Texas
$3.26M -$2.52M -216,962 -41%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.05M -$43.9K -3,790 -1%
AFAS
23
Acorn Financial Advisory Services
Virginia
$2.63M -$823 -71 -0%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.62M -$78.3K -6,750 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.48M +$95.3K +8,215 +4%

CION Hedge Fund Activity: Q1 2025 in Review

173 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CION Investment (CION) for Q1 2025, worth a combined $204M — down 67% from $615M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CION and 24 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 56 added.

The largest buyer was UBS Group, adding an estimated $2.86M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $5.34M sold.

  • 173 institutional investors held CION Investment (CION) as of Q1 2025, down from 178 in Q4 2024.
  • Funds reported $204M of CION Investment stock for Q1 2025, down 67% quarter-over-quarter.
  • 24 funds opened new CION Investment positions in Q1 2025 and 25 closed out, a net change of -1 holder.
  • The largest CION Investment buyer in Q1 2025 was UBS Group, an estimated $2.86M added.
  • The largest CION Investment seller in Q1 2025 was Acadian Asset Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.