Cion InvestmentCION
13F holders, Q4 2024 (December 31)177holders +2
15new positions
23sold out
2famous investors
$11.40avg. 13F price*
At the end of Q4 2024, 177 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, up 2 from Q3 2024. 15 opened new positions and 23 sold out. The largest holders were Bulldog Investors, LLP ($19.2M), Van Eck Associates Corp. ($15.2M) and Invesco Ltd. ($11.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cion Investment Corp.
- CUSIP
- 17259U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $13.8M |
| Exits | 23 | $10.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,491,959 shares bought and 2,429,389 shares sold, net +1,062,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Bulldog Investors, LLP | 5.02% | Add +62.4% | 1,682,352 | $19.2M |
| Van Eck Associates Corp. | 0.02% | Add +1.7% | 1,329,799 | $15.2M |
| Invesco Ltd. | 0.00% | New | 1,042,279 | $11.9M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 967,240 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.8% | 905,919 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +6958.9% | 722,201 | $8.2M |
| Private Advisor Group, LLC | 0.04% | Add +2.5% | 667,922 | $7.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -0.4% | 566,400 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -56.1% | 546,560 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +63.4% | 531,476 | $6.1M |
| Pinkerton Wealth, LLC | 0.87% | Reduce -20.6% | 523,465 | $6.0M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +14.1% | 504,411 | $5.8M |
| Callodine Capital Management, LP | 1.18% | Reduce -20.0% | 500,000 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -12.6% | 479,688 | $5.5M |
| Acadian Asset Management LLC | 0.02% | Reduce -15.8% | 468,613 | $5.3M |
| North Ground Capital | 5.18% | — | 421,801 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +14.1% | 409,661 | $4.7M |
| Two Sigma Investments, LP | 0.01% | Add +5.1% | 390,572 | $4.5M |
| Independent Financial Group, LLC | 0.13% | Add +0.7% | 331,888 | $3.8M |
| Berger Financial Group, Inc | 0.26% | Reduce -2.0% | 326,434 | $3.7M |
| Sigma Planning Corp | 0.12% | Add +6.2% | 325,766 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.6% | 298,858 | $3.4M |
| Arkadios Wealth Advisors | 0.18% | Add +2.2% | 292,964 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -10.4% | 259,744 | $3.0M |
| Acorn Financial Advisory Services Inc. | 0.48% | Add +0.1% | 253,698 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +31.1% | 245,608 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +11.6% | 231,696 | $2.6M |
| Strong Tower Advisory Services | 0.61% | Add +5.0% | 205,941 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.0% | 202,710 | $2.3M |
| HighPoint Advisor Group LLC | 0.10% | Reduce -0.2% | 157,704 | $1.8M |
| Diversify Wealth Management, LLC | 0.14% | Reduce -8.2% | 168,958 | $1.8M |
| Raymond James Financial Inc. | 0.00% | — | 150,088 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +36.9% | 134,367 | $1.5M |
| Advisors Asset Management, Inc. | 0.03% | Add +144.0% | 121,199 | $1.4M |
| UBS Group AG | 0.00% | Add +9.2% | 97,502 | $1.1M |
| Financial Gravity Companies, Inc. | 0.25% | Add +499.3% | 97,281 | $1.1M |
| Virtus Advisers, LLC | 0.38% | Add +43.6% | 81,660 | $931K |
| Trexquant Investment LP | 0.01% | Add +68.3% | 78,149 | $891K |
| Trivium Point Advisory, LLC | 0.11% | Reduce -6.2% | 76,014 | $867K |
| D. E. Shaw & Co. | 0.00% | Add +481.9% | 75,582 | $862K |
| Lazard Asset Management LLC | 0.00% | Add +36.5% | 74,621 | $850K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.6% | 73,555 | $839K |
| International Assets Investment Management, LLC | 0.06% | Reduce -8.5% | 66,973 | $766K |
| Apollo Management Holdings, L.P. | 0.02% | No change | 63,262 | $721K |
| Endowment Wealth Management, Inc. | 0.46% | Add +2.6% | 59,852 | $682K |
| Cooper Financial Group | 0.07% | Reduce -2.6% | 52,808 | $602K |
| Apollon Wealth Management, LLC | 0.01% | Add +15.4% | 52,747 | $601K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 52,632 | $600K |
| Continuum Advisory, LLC | 0.07% | Reduce -3.0% | 45,434 | $518K |
| Redmont Wealth Advisors LLC | 0.87% | No change | 44,101 | $503K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.6% | 42,822 | $488K |
| Whipplewood Advisors, LLC | 0.27% | — | 40,899 | $466K |
| Royal Bank of Canada | 0.00% | Reduce -5.8% | 37,647 | $429K |
| Founders Financial Securities LLC | 0.04% | Reduce -6.6% | 37,204 | $424K |
| Consolidated Portfolio Review Corp | 0.07% | New | 36,610 | $417K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.6% | 35,126 | $400K |
| BlueChip Wealth Advisors LLC | 0.22% | Reduce -30.0% | 34,616 | $395K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 34,136 | $389K |
| Townsquare Capital LLC | 0.00% | Add +7.8% | 33,883 | $386K |
| A&I Financial Services, LLC | 0.38% | — | 33,860 | $386K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -40.0% | 32,459 | $370K |
| Beacon Capital Management, LLC | 0.05% | Add +2.1% | 32,450 | $370K |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.7% | 32,381 | $369K |
| LSV Asset Management | 0.00% | Add +434.5% | 31,000 | $353K |
| TT Capital Management LLC | 0.27% | — | 29,698 | $339K |
| Beck Capital Management, LLC | 0.09% | Reduce -0.9% | 29,233 | $333K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 29,198 | $333K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 27,851 | $313K |
| AE Wealth Management LLC | 0.00% | Reduce -12.5% | 27,320 | $311K |
| Mariner, LLC | 0.00% | Reduce -15.2% | 27,172 | $310K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -25.6% | 26,869 | $306K |
| United Advisor Group, LLC | 0.06% | Reduce -0.0% | 26,455 | $302K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.7% | 26,377 | $301K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.7% | 26,377 | $301K |
| IHT Wealth Management, LLC | 0.01% | Add +0.7% | 25,958 | $296K |
| EPG Wealth Management LLC | 0.08% | Reduce -15.0% | 25,808 | $294K |
| Cerity Partners LLC | 0.00% | Reduce -8.0% | 25,666 | $293K |
| EWG Elevate Inc. | 0.09% | Reduce -8.3% | 25,474 | $290K |
| GatePass Capital, LLC | 0.31% | — | 24,820 | $283K |
| PAX Financial Group, LLC | 0.05% | Add +1.3% | 24,627 | $281K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.0% | 24,621 | $281K |
| Virtu Financial LLC | 0.01% | Add +124.1% | 23,831 | $272K |
| Eagle Global Advisors LLC | 0.01% | No change | 23,820 | $272K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -48.7% | 23,655 | $270K |
| Simon Quick Advisors, LLC | 0.02% | Add +3.0% | 23,521 | $268K |
| HighTower Advisors, LLC | 0.00% | Add +16.4% | 22,956 | $262K |
| HRT Financial LP | 0.00% | Reduce -68.5% | 22,798 | $259K |
| IFP Advisors, Inc | 0.01% | Reduce -3.5% | 22,325 | $255K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.1% | 21,974 | $251K |
| Founders Financial Alliance, LLC | 0.07% | Add +5.3% | 21,769 | $248K |
| Strategic Blueprint, LLC | 0.01% | Add +26.0% | 21,377 | $244K |
| Jane Street Group, LLC | 0.00% | Add +57.5% | 21,305 | $243K |
| Collaborative Wealth Managment Inc. | 0.11% | Add +0.1% | 21,126 | $241K |
| Northern Trust Corp. | 0.00% | Reduce -9.2% | 21,100 | $241K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -38.9% | 20,275 | $231K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -4.7% | 20,184 | $230K |
| Swmg, LLC | 0.09% | No change | 19,374 | $223K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.5% | 19,181 | $219K |
| Transce3nd, LLC | 0.07% | — | 19,110 | $218K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 18,246 | $208K |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.