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 |
| StoneX Group Inc. | 0.01% | New | 18,200 | $207K |
| Belpointe Asset Management LLC | 0.01% | No change | 16,456 | $202K |
| Aviso Wealth Management | 0.10% | Reduce -19.0% | 17,691 | $202K |
| Creative Planning | 0.00% | Add +24.9% | 17,273 | $197K |
| Winthrop Advisory Group LLC | 0.02% | New | 17,085 | $195K |
| Tanglewood Legacy Advisors, LLC | 0.08% | No change | 16,865 | $192K |
| NFSG Corp | 0.05% | Reduce -0.4% | 16,740 | $191K |
| BridgePort Financial Solutions, LLC | 0.09% | — | 15,576 | $191K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $190K |
| Brookstone Capital Management | 0.00% | Reduce -12.5% | 16,590 | $189K |
| Verition Fund Management LLC | 0.00% | New | 16,500 | $188K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.9% | 16,392 | $187K |
| Spire Wealth Management | 0.01% | No change | 16,258 | $185K |
| Triumph Capital Management | 0.06% | Reduce -1.7% | 15,253 | $174K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,230 | $174K |
| Engineers Gate Manager LP | 0.00% | Reduce -15.0% | 15,163 | $173K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -2.8% | 15,045 | $172K |
| Creekmur Asset Management LLC | 0.04% | Reduce -26.6% | 14,618 | $167K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -39.9% | 14,384 | $164K |
| Fullcircle Wealth LLC | 0.06% | No change | 12,811 | $153K |
| Gsa Capital Partners LLP | 0.01% | Reduce -32.6% | 13,384 | $153K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 12,998 | $148K |
| Clearstead Advisors, LLC | 0.00% | New | 12,998 | $148K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -12.3% | 12,688 | $145K |
| Wedbush Securities Inc. | 0.01% | No change | 12,450 | $142K |
| Entropy Technologies, LP | 0.01% | New | 12,083 | $138K |
| First Heartland Consultants, Inc. | 0.01% | No change | 11,951 | $136K |
| SageView Advisory Group, LLC | 0.01% | No change | 11,322 | $129K |
| Bensler, LLC | 0.02% | Add +2.4% | 11,211 | $128K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 11,111 | $127K |
| Providence Wealth Advisors, LLC | 0.10% | No change | 11,146 | $127K |
| GWN Securities Inc. | 0.03% | — | 10,819 | $124K |
| Coppell Advisory Solutions LLC | 0.02% | Add +11.1% | 10,966 | $123K |
| Atticus Wealth Management, LLC | 0.04% | No change | 10,594 | $121K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.1% | 10,535 | $120K |
| Catalina Capital Group, LLC | 0.04% | Reduce -62.6% | 10,197 | $116K |
| Bank of America Corp. | 0.00% | Reduce -32.9% | 9,902 | $113K |
| Aquatic Capital Management LLC | 0.00% | New | 8,992 | $103K |
| Legacy Investment Solutions, LLC | 0.06% | Reduce -22.3% | 8,486 | $99K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -22.3% | 8,486 | $99K |
| Golden State Wealth Management, LLC | 0.01% | — | 8,434 | $96K |
| Quantbot Technologies LP | 0.00% | Reduce -3.3% | 8,421 | $96K |
| Cwm, LLC | 0.00% | Add +0.8% | 7,499 | $85K |
| Private Trust Co. NA | 0.01% | No change | 7,284 | $83K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.8% | 7,231 | $82K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.8% | 6,462 | $74K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 6,364 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.4% | 5,826 | $66K |
| Ameriflex Group, Inc. | 0.03% | — | 4,681 | $55K |
| WPG Advisers, LLC | 0.05% | — | 4,555 | $52K |
| Joseph Group Capital Management | 0.02% | No change | 4,131 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,000 | $44K |
| MAI Capital Management | 0.00% | New | 3,562 | $41K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $38K |
| Citigroup Inc. | 0.00% | Add +30.2% | 3,151 | $36K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,133 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +33.8% | 2,908 | $33K |
| Main Street Group, LTD | 0.01% | No change | 2,856 | $33K |
| New England Capital Financial Advisors LLC | 0.01% | Add +3.0% | 2,315 | $26K |
| Tidemark, LLC | 0.01% | No change | 2,134 | $24K |
| Arlington Trust Co LLC | 0.01% | No change | 2,100 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +355.1% | 1,998 | $23K |
| Comerica Bank | 0.00% | No change | 1,994 | $23K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,562 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 800 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 590 | $7K |
| Kozak & Associates, Inc. | 0.00% | Add +3.0% | 545 | $6K |
| Brooklyn Investment Group | 0.00% | New | 418 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 404 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 400 | $5K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 285 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 66 | $752 |
| National Bank of Canada | 0.00% | New | 66 | $752 |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $70 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 538 | $61 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.