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CION Investment
CION

Overview Fund Activity

157 hedge funds and large institutions have $184M invested in CION Investment in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
56
Reduced
49
Closed
25
Calls
$326K
Puts
$211K
Net Calls
+$115K
Net Calls Change
+$332K

Top Buyers

1
Invesco
Invesco
Georgia
$12.9M
2
UBS Group
UBS Group
Switzerland
$5.28M
3
BFG
Berger Financial Group
Minnesota
$4.66M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.91M
5
AAM
Advisors Asset Management
Colorado
$2.1M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$2.86M
2
Franklin Resources
Franklin Resources
California
$0
3
BI
Bulldog Investors
New Jersey
$14.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$4.59M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1
Bulldog Investors
New Jersey
$14.7M -$1.5M -156,375 -9%
Invesco
2
Invesco
Georgia
$12.9M +$3.24M +338,121 +34%
VanEck Associates
3
VanEck Associates
New York
$12.5M +$736K +76,880 +6%
LPL Financial
4
LPL Financial
California
$10.2M +$717K +74,969 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.63M +$410K +42,801 +5%
Wells Fargo
6
Wells Fargo
California
$8.49M +$68.5K +7,153 +0.8%
PAG
7
Private Advisor Group
New Jersey
$6.49M -$589K -61,534 -8%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$5.6M +$288K +30,060 +5%
UBS Group
9
UBS Group
Switzerland
$5.28M +$1.99M +207,924 +60%
CCM
10
Callodine Capital Management
Massachusetts
$5.26M +$479K +50,000 +10%
CC
11
CF Capital
Massachusetts
$4.81M -$779K -81,100 -14%
BFG
12
Berger Financial Group
Minnesota
$4.66M +$1.01M +105,478 +28%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.59M -$1.14M -118,700 -20%
PRS
14
Pinkerton Retirement Specialists
Idaho
$4.42M -$159K -16,592 -3%
Morgan Stanley
15
Morgan Stanley
New York
$4.4M -$851K -88,892 -16%
SPC
16
Sigma Planning Corp
Michigan
$3.28M +$42.3K +4,423 +1%
AWA
17
Arkadios Wealth Advisors
Georgia
$3.15M +$99.5K +10,396 +3%
BlackRock
18
BlackRock
New York
$2.98M +$757K +79,125 +34%
KAS
19
Kestra Advisory Services
Texas
$2.97M -$40.1K -4,188 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.93M +$255K +22,894 +10%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.86M -$2.67M -278,600 -48%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.73M -$91.6K -9,576 -3%
AFAS
23
Acorn Financial Advisory Services
Virginia
$2.56M +$134K +14,007 +6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.37M -$50.6K -5,291 -2%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.21M -$968K -101,164 -30%
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