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CION Investment
CION

Overview Fund Activity

170 hedge funds and large institutions have $200M invested in CION Investment in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-6
Holders Change %
-3.41%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
54
Reduced
53
Closed
24
Calls
$207K
Puts
$424K
Net Calls
-$217K
Net Calls Change
-$330K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.55M
2
Wells Fargo
Wells Fargo
California
+$1.64M
3
CC
CF Capital
Massachusetts
+$1.6M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.32M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.09M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$741M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.34M
3
AGM
Alpine Global Management
New York
-$3.05M
4
Franklin Resources
Franklin Resources
California
-$2.56M
5
KAS
Kestra Advisory Services
Texas
-$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$17.5M +$125K +12,094 +0.7%
VanEck Associates
2
VanEck Associates
New York
$12.7M -$1.06M -101,973 -8%
Invesco
3
Invesco
Georgia
$10.4M -$385K -37,215 -4%
LPL Financial
4
LPL Financial
California
$10.3M +$266K +25,706 +3%
Wells Fargo
5
Wells Fargo
California
$9.11M +$1.64M +158,003 +22%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$8.9M -$481K -46,517 -5%
PAG
7
Private Advisor Group
New Jersey
$7.65M +$739K +71,434 +11%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$6.2M +$333K +32,200 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.98M +$1.01M +97,612 +20%
CC
10
CF Capital
Massachusetts
$5.84M +$1.6M +159,299 +38%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$5.75M +$527K +50,963 +10%
Morgan Stanley
12
Morgan Stanley
New York
$5.68M +$20.7K +1,996 +0.4%
CCM
13
Callodine Capital Management
Massachusetts
$5.18M – – –
PRS
14
Pinkerton Retirement Specialists
Idaho
$4.95M -$467K -45,148 -9%
BFG
15
Berger Financial Group
Minnesota
$3.95M +$574K +55,492 +17%
UBS Group
16
UBS Group
Switzerland
$3.56M +$2.55M +246,479 +253%
SPC
17
Sigma Planning Corp
Michigan
$3.5M +$128K +12,377 +4%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.44M -$602K -58,155 -15%
AWA
19
Arkadios Wealth Advisors
Georgia
$3.3M +$269K +26,019 +9%
KAS
20
Kestra Advisory Services
Texas
$3.26M -$2.25M -216,962 -41%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.05M -$39.2K -3,790 -1%
AFAS
22
Acorn Financial Advisory Services
Virginia
$2.63M -$735 -71 -0%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.62M -$69.9K -6,750 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.48M +$85K +8,215 +4%
BlackRock
25
BlackRock
New York
$2.4M -$138K -13,293 -5%
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