Cion InvestmentCION
13F holders, Q1 2025 (March 31)173holders −4
23new positions
24sold out
4famous investors
$10.34avg. 13F price*
At the end of Q1 2025, 173 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, down 4 from Q4 2024. 23 opened new positions and 24 sold out. The largest holders were Bulldog Investors, LLP ($17.5M), Van Eck Associates Corp. ($12.7M) and Invesco Ltd. ($10.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cion Investment Corp.
- CUSIP
- 17259U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.0M |
| Exits | 24 | $9.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,238,397 shares bought and 1,990,235 shares sold, net +248,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Bulldog Investors, LLP | 4.76% | Add +0.7% | 1,694,446 | $17.5M |
| Van Eck Associates Corp. | 0.02% | Reduce -7.7% | 1,227,826 | $12.7M |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 1,005,064 | $10.4M |
| LPL Financial LLC | 0.00% | Add +2.7% | 992,946 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +21.9% | 880,204 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.1% | 859,402 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Add +10.7% | 739,356 | $7.7M |
| Two Sigma Advisers, LP | 0.01% | Add +5.7% | 598,600 | $6.2M |
| Renaissance Technologies | 0.01% | Add +20.4% | 577,300 | $6.0M |
| North Ground Capital | 5.94% | Add +37.8% | 581,100 | $5.8M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +10.1% | 555,374 | $5.7M |
| Morgan Stanley | 0.00% | Add +0.4% | 548,556 | $5.7M |
| Callodine Capital Management, LP | 0.86% | No change | 500,000 | $5.2M |
| Pinkerton Wealth, LLC | 0.64% | Reduce -8.6% | 478,317 | $5.0M |
| Berger Financial Group, Inc | 0.27% | Add +17.0% | 381,926 | $4.0M |
| UBS Group AG | 0.00% | Add +252.8% | 343,981 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +3.8% | 338,143 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Add +1.3% | 336,284 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -14.9% | 332,417 | $3.4M |
| Arkadios Wealth Advisors | 0.13% | Add +8.9% | 318,983 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -40.8% | 314,514 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 295,068 | $3.1M |
| Acorn Financial Advisory Services Inc. | 0.47% | Reduce -0.0% | 253,627 | $2.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.6% | 252,994 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +3.5% | 239,911 | $2.5M |
| BlackRock, Inc. | 0.00% | Reduce -5.4% | 232,315 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.9% | 200,964 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +37.0% | 184,026 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +16.4% | 174,686 | $1.8M |
| Strong Tower Advisory Services | 0.42% | Reduce -7.1% | 191,279 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -60.5% | 161,878 | $1.7M |
| LSV Asset Management | 0.00% | Add +410.3% | 158,200 | $1.6M |
| HighPoint Advisor Group LLC | 0.09% | No change | 157,704 | $1.6M |
| Diversify Wealth Management, LLC | 0.12% | Reduce -8.4% | 154,702 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +11.1% | 134,665 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +427.1% | 129,776 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +91.0% | 100,541 | $1.0M |
| Financial Gravity Asset Management, Inc. | 0.22% | — | 97,281 | $1.0M |
| Virtus Investment Advisers, LLC | 0.26% | New | 90,249 | $934K |
| Tudor Investment Corporation | 0.01% | New | 89,388 | $925K |
| Alpine Global Management, LLC | 0.27% | New | 88,836 | $919K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -8.1% | 69,866 | $723K |
| International Assets Investment Management, LLC | 0.06% | No change | 66,973 | $693K |
| Redhawk Wealth Advisors, Inc. | 0.09% | New | 65,718 | $680K |
| Apollo Management Holdings, L.P. | 0.02% | No change | 63,262 | $655K |
| Trexquant Investment LP | 0.01% | Reduce -20.5% | 62,120 | $643K |
| Endowment Wealth Management, Inc. | 0.40% | Add +0.4% | 60,077 | $622K |
| JPMorgan Chase & Co. | 0.00% | Add +746.7% | 54,713 | $566K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.2% | 54,457 | $564K |
| Cooper Financial Group | 0.07% | No change | 52,808 | $547K |
| Founders Financial Securities LLC | 0.05% | Add +43.0% | 53,182 | $539K |
| Strategic Blueprint, LLC | 0.03% | Add +141.4% | 51,604 | $534K |
| BlueChip Wealth Advisors LLC | 0.26% | Add +48.4% | 51,366 | $532K |
| Magnetar Financial LLC | 0.01% | New | 50,023 | $518K |
| Whipplewood Advisors, LLC | 0.27% | Reduce -99.9% | 25 | $453K |
| GatePass Capital, LLC | 0.34% | Add +73.3% | 43,000 | $445K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.4% | 42,983 | $445K |
| Creative Planning | 0.00% | Add +147.9% | 42,815 | $443K |
| Stifel Financial Corp. | 0.00% | New | 42,655 | $441K |
| Continuum Advisory, LLC | 0.06% | Reduce -7.0% | 42,245 | $437K |
| Consolidated Portfolio Review Corp | 0.07% | Add +14.8% | 42,021 | $435K |
| Ameriprise Financial Inc. | 0.00% | Add +26.1% | 40,835 | $423K |
| HighTower Advisors, LLC | 0.00% | Add +72.1% | 39,500 | $409K |
| Marex Group Ltd | 0.01% | New | 35,184 | $364K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 34,136 | $353K |
| AE Wealth Management LLC | 0.00% | Add +17.4% | 32,079 | $332K |
| Citadel Advisors | 0.00% | New | 31,557 | $327K |
| Townsquare Capital LLC | 0.00% | Reduce -7.2% | 31,438 | $325K |
| Redmont Wealth Advisors LLC | 0.63% | Reduce -29.4% | 31,151 | $322K |
| Beacon Capital Management, LLC | 0.04% | Reduce -4.4% | 31,030 | $321K |
| TT Capital Management LLC | 0.27% | Add +4.4% | 30,998 | $321K |
| A&I Financial Services, LLC | 0.22% | Reduce -9.1% | 30,780 | $319K |
| Royal Bank of Canada | 0.00% | Reduce -21.0% | 29,757 | $308K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -59.5% | 29,755 | $308K |
| Beck Capital Management, LLC | 0.09% | Add +0.7% | 29,423 | $305K |
| Clearstead Advisors, LLC | 0.00% | Add +119.8% | 28,565 | $296K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 27,851 | $291K |
| Millennium Management | 0.00% | New | 27,349 | $283K |
| Mariner, LLC | 0.00% | Reduce -2.1% | 26,593 | $275K |
| Avantax Advisory Services, Inc. | 0.00% | New | 26,147 | $271K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 25,984 | $269K |
| Cerity Partners LLC | 0.00% | No change | 25,666 | $266K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 25,538 | $264K |
| EWG Elevate Inc. | 0.10% | No change | 25,474 | $264K |
| Founders Financial Alliance, LLC | 0.06% | Add +13.4% | 24,677 | $255K |
| PAX Financial Group, LLC | 0.05% | No change | 24,627 | $255K |
| United Advisor Group, LLC | 0.05% | Reduce -8.8% | 24,136 | $250K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.4% | 23,624 | $245K |
| EPG Wealth Management LLC | 0.07% | Reduce -10.1% | 23,213 | $240K |
| Triumph Capital Management | 0.08% | Add +52.1% | 23,199 | $240K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -13.8% | 22,738 | $235K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -13.8% | 22,738 | $235K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 21,986 | $228K |
| Collaborative Wealth Managment Inc. | 0.10% | Add +0.0% | 21,129 | $219K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -23.4% | 20,577 | $213K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 20,427 | $211K |
| Merit Financial Group, LLC | 0.00% | New | 19,803 | $205K |
| Virtu Financial LLC | 0.01% | Reduce -19.2% | 19,259 | $199K |
| Verition Fund Management LLC | 0.00% | Add +16.2% | 19,172 | $198K |
| Swmg, LLC | 0.08% | No change | 19,374 | $195K |
| StoneX Group Inc. | 0.01% | Add +2.6% | 18,666 | $193K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.4% | 18,594 | $192K |
| Symmetry Partners, LLC | 0.03% | New | 18,559 | $192K |
| Aviso Wealth Management | 0.10% | No change | 17,691 | $183K |
| Winthrop Advisory Group LLC | 0.02% | No change | 17,085 | $183K |
| Tanglewood Legacy Advisors, LLC | 0.08% | No change | 16,865 | $175K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $173K |
| IFP Advisors, Inc | 0.01% | Reduce -26.1% | 16,501 | $171K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 16,392 | $170K |
| Wedbush Securities Inc. | 0.01% | Add +31.3% | 16,350 | $169K |
| Spire Wealth Management | 0.01% | No change | 16,258 | $168K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +2.6% | 15,987 | $165K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.2% | 15,660 | $162K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -23.9% | 15,350 | $159K |
| Engineers Gate Manager LP | 0.00% | Add +1.1% | 15,336 | $159K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,230 | $158K |
| NFSG Corp | 0.04% | Reduce -9.8% | 15,094 | $156K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.1% | 15,080 | $156K |
| Cape Investment Advisory, Inc. | 0.06% | No change | 15,045 | $156K |
| Brookstone Capital Management | 0.00% | Reduce -9.9% | 14,943 | $155K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -50.0% | 14,599 | $153K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -55.3% | 14,500 | $150K |
| Belpointe Asset Management LLC | 0.01% | Reduce -12.2% | 14,456 | $150K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 13,700 | $142K |
| Leigh Baldwin & Co., LLC | 0.11% | New | 13,259 | $137K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -8.5% | 13,165 | $136K |
| Western Wealth Management, LLC | 0.01% | Reduce -31.9% | 13,068 | $135K |
| Fullcircle Wealth LLC | 0.05% | Reduce -4.7% | 12,214 | $124K |
| SageView Advisory Group, LLC | 0.01% | No change | 11,322 | $117K |
| Gen-Wealth Partners Inc | 0.05% | Reduce -11.0% | 11,298 | $117K |
| Providence Wealth Advisors, LLC | 0.09% | No change | 11,146 | $117K |
| Elevatus Welath Management | 0.07% | New | 11,099 | $115K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 10,966 | $111K |
| Atticus Wealth Management, LLC | 0.04% | No change | 10,594 | $110K |
| Bensler, LLC | 0.01% | Reduce -8.6% | 10,250 | $106K |
| Catalina Capital Group, LLC | 0.07% | No change | 10,197 | $106K |
| Golden State Wealth Management, LLC | 0.02% | Add +18.9% | 10,031 | $104K |
| Lazard Asset Management LLC | 0.00% | Reduce -88.7% | 8,407 | $87K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -9.1% | 7,711 | $80K |
| Bank of America Corp. | 0.00% | Reduce -23.4% | 7,590 | $79K |
| Cwm, LLC | 0.00% | No change | 7,499 | $78K |
| Transce3nd, LLC | 0.03% | Reduce -60.8% | 7,495 | $78K |
| Private Trust Co. NA | 0.01% | No change | 7,284 | $75K |
| Geneos Wealth Management Inc. | 0.00% | No change | 7,231 | $75K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,826 | $61K |
| Joseph Group Capital Management | 0.02% | No change | 4,131 | $43K |
| Main Street Group, LTD | 0.02% | Add +32.1% | 3,774 | $39K |
| MAI Capital Management | 0.00% | No change | 3,562 | $37K |
| WPG Advisers, LLC | 0.03% | Reduce -23.2% | 3,497 | $36K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $34K |
| Citigroup Inc. | 0.00% | Add +4.1% | 3,280 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,133 | $32K |
| Wealth Preservation Advisors, LLC | 0.02% | — | 3,061 | $32K |
| Hollencrest Capital Management | 0.00% | New | 3,000 | $31K |
| Quarry LP | 0.01% | New | 2,570 | $27K |
| Comerica Bank | 0.00% | Add +17.4% | 2,342 | $24K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.5% | 2,326 | $24K |
| Tidemark, LLC | 0.01% | No change | 2,134 | $22K |
| Arlington Trust Co LLC | 0.00% | No change | 2,100 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,562 | $16K |
| Assetmark, Inc. | 0.00% | New | 1,004 | $10K |
| Simplex Trading, LLC | 0.00% | New | 930 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 800 | $8K |
| Kozak & Associates, Inc. | 0.00% | Add +4.0% | 567 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 404 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 400 | $4K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $4K |
| First Horizon Advisors, Inc. | 0.00% | New | 153 | $2K |
| Fifth Third Bancorp | 0.00% | New | 80 | $828 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +4.5% | 69 | $714 |
| Creekmur Asset Management LLC | 0.00% | Reduce -99.9% | 15 | $159 |
| NewEdge Advisors, LLC | 0.00% | No change | 6 | $64 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.