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CION Investment

159 hedge funds and large institutions have $117M invested in CION Investment in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $250K | Put options by funds: $224K

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 165159 (-6)

3.96% less ownership

Funds ownership: 37.72%33.76% (-4%)

38% less capital invested

Capital invested by funds: $190M → $117M (-$72.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
23
Increased
53
Reduced
51
Closed
25
Calls
$250K
Puts
$224K
Net Calls
+$26K
Net Calls Change
-$444K
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$10.5M
Morgan Stanley
2
Morgan Stanley
New York
$7.89M +$5.87M +699,162 +154%
LPL Financial
3
LPL Financial
California
$6.77M +$464K +55,168 +6%
VanEck Associates
4
VanEck Associates
New York
$6.62M -$2.32M -275,711 -22%
PAG
5
Private Advisor Group
New Jersey
$5.89M +$1.01M +119,783 +16%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.92M -$313K -37,259 -5%
UBS Group
7
UBS Group
Switzerland
$4.67M +$1.06M +126,649 +23%
Invesco
8
Invesco
Georgia
$4.22M -$5.37M -639,224 -51%
CCM
9
Callodine Capital Management
Massachusetts
$4.19M +$420K +50,000 +9%
BFG
10
Berger Financial Group
Minnesota
$2.78M -$658K -78,289 -16%
LSV Asset Management
11
LSV Asset Management
Illinois
$2.65M +$297K +35,300 +10%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$2.38M +$2.09M +249,109 +250%
AWA
13
Arkadios Wealth Advisors
Georgia
$2.29M -$66.9K -7,960 -2%
PRS
14
Pinkerton Retirement Specialists
Idaho
$2.21M
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$2.17M -$818K -97,368 -23%
AAM
16
Advisors Asset Management
Colorado
$2.11M +$131K +15,557 +5%
KAS
17
Kestra Advisory Services
Texas
$2.05M +$110K +13,071 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.86M +$92.4K +11,000 +4%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$1.84M +$2.27M +269,726 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.71M +$461K +54,854 +28%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.49M +$12.4K +1,481 +0.7%
SPC
22
Sigma Planning Corp
Michigan
$1.45M -$575K -68,383 -24%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.43M -$208K -24,724 -11%
Jane Street
24
Jane Street
New York
$1.42M -$920K -109,545 -34%
LWMI
25
Legacy Wealth Management (Idaho)
Idaho
$1.42M -$60K -7,147 -3%