Cion InvestmentCION
13F holders, Q2 2025 (June 30)161holders −12
12new positions
27sold out
2famous investors
$9.58avg. 13F price*
At the end of Q2 2025, 161 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, down 12 from Q1 2025. 12 opened new positions and 27 sold out. The largest holders were Bulldog Investors, LLP ($14.7M), Invesco Ltd. ($12.9M) and Van Eck Associates Corp. ($12.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cion Investment Corp.
- CUSIP
- 17259U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.0M |
| Exits | 27 | $7.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,790,816 shares bought and 2,061,298 shares sold, net −270,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Bulldog Investors, LLP | 3.74% | Reduce -9.2% | 1,538,071 | $14.7M |
| Invesco Ltd. | 0.00% | Add +33.6% | 1,343,185 | $12.9M |
| Van Eck Associates Corp. | 0.01% | Add +6.3% | 1,304,706 | $12.5M |
| LPL Financial LLC | 0.00% | Add +7.5% | 1,067,915 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.0% | 902,203 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 887,357 | $8.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -8.3% | 677,822 | $6.5M |
| Hennion & Walsh Asset Management, Inc. | 0.23% | Add +5.4% | 585,434 | $5.6M |
| UBS Group AG | 0.00% | Add +60.5% | 551,905 | $5.3M |
| Callodine Capital Management, LP | 0.55% | Add +10.0% | 550,000 | $5.3M |
| North Ground Capital | 6.13% | Reduce -14.0% | 500,000 | $4.8M |
| Berger Financial Group, Inc | 0.30% | Add +27.6% | 487,404 | $4.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -19.8% | 479,900 | $4.6M |
| Pinkerton Wealth, LLC | 0.53% | Reduce -3.5% | 461,725 | $4.4M |
| Morgan Stanley | 0.00% | Reduce -16.2% | 459,664 | $4.4M |
| Sigma Planning Corp | 0.10% | Add +1.3% | 342,566 | $3.3M |
| Arkadios Wealth Advisors | 0.09% | Add +3.3% | 329,379 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +34.1% | 311,440 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.3% | 310,326 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -48.3% | 298,700 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 285,492 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Reduce -17.0% | 279,009 | $2.7M |
| Acorn Financial Advisory Services Inc. | 0.42% | Add +5.5% | 267,634 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +8.1% | 259,295 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -2.1% | 247,703 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -30.4% | 231,253 | $2.2M |
| Advisors Asset Management, Inc. | 0.04% | Add +63.0% | 219,520 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +98.8% | 199,905 | $1.9M |
| Strong Tower Advisory Services | 0.38% | Add +3.9% | 198,777 | $1.9M |
| LSV Asset Management | 0.00% | Add +17.9% | 186,600 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -8.4% | 184,073 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | No change | 184,026 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 182,218 | $1.7M |
| HighPoint Advisor Group LLC | 0.08% | No change | 157,704 | $1.5M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -14.1% | 132,850 | $1.4M |
| Virtus Investment Advisers, LLC | 0.35% | Add +20.9% | 109,146 | $1.0M |
| Financial Gravity Companies, Inc. | 0.18% | — | 97,634 | $934K |
| Alpine Global Management, LLC | 0.22% | No change | 88,836 | $850K |
| Brevan Howard Capital Management LP | 0.01% | New | 80,285 | $768K |
| Apollon Wealth Management, LLC | 0.01% | Add +28.0% | 69,707 | $667K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -0.5% | 69,500 | $665K |
| Millennium Management | 0.00% | Add +142.3% | 66,254 | $634K |
| International Assets Investment Management, LLC | 0.05% | Reduce -3.0% | 64,996 | $622K |
| Endowment Wealth Management, Inc. | 0.31% | Add +6.3% | 63,830 | $611K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +381.2% | 63,351 | $606K |
| Apollo Management Holdings, L.P. | 0.01% | No change | 63,262 | $605K |
| Founders Financial Securities LLC | 0.04% | Add +0.0% | 53,199 | $509K |
| BlueChip Wealth Advisors LLC | 0.21% | Add +3.1% | 52,976 | $507K |
| Whipplewood Advisors, LLC | 0.27% | Add +208880.0% | 52,245 | $500K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +19.3% | 51,286 | $491K |
| Cooper Financial Group | 0.06% | Reduce -3.6% | 50,895 | $487K |
| Stifel Financial Corp. | 0.00% | Add +15.0% | 49,039 | $469K |
| Ameriprise Financial Inc. | 0.00% | Add +20.0% | 49,018 | $469K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.4% | 48,293 | $462K |
| Continuum Advisory, LLC | 0.05% | No change | 42,245 | $404K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -2.5% | 40,973 | $392K |
| Symmetry Partners, LLC | 0.05% | Add +117.5% | 40,376 | $386K |
| Trexquant Investment LP | 0.00% | Reduce -36.7% | 39,306 | $376K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.4% | 35,778 | $342K |
| Avantax Advisory Services, Inc. | 0.00% | Add +36.7% | 35,751 | $342K |
| TT Capital Management LLC | 0.27% | Add +11.0% | 34,416 | $329K |
| Beacon Capital Management, LLC | 0.04% | Add +7.7% | 33,404 | $320K |
| AE Wealth Management LLC | 0.00% | Add +3.3% | 33,123 | $317K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -4.0% | 32,788 | $314K |
| Mariner, LLC | 0.00% | Add +15.8% | 30,792 | $295K |
| Quantbot Technologies LP | 0.01% | New | 29,665 | $284K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +14.0% | 29,102 | $279K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +40.8% | 28,979 | $277K |
| A&I Financial Services, LLC | 0.16% | Reduce -6.6% | 28,743 | $275K |
| Silver Oak Securities, Incorporated | 0.02% | Add +2.2% | 28,461 | $272K |
| Verition Fund Management LLC | 0.00% | Add +43.0% | 27,409 | $262K |
| GatePass Capital, LLC | 0.17% | Reduce -37.2% | 27,000 | $258K |
| Simon Quick Advisors, LLC | 0.01% | Add +8.1% | 25,526 | $244K |
| EWG Elevate Inc. | 0.08% | No change | 25,474 | $244K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.1% | 25,450 | $244K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -0.4% | 24,588 | $235K |
| EPG Wealth Management LLC | 0.07% | Add +4.2% | 24,195 | $232K |
| United Advisor Group, LLC | 0.04% | No change | 24,136 | $231K |
| Cerity Partners LLC | 0.00% | Reduce -6.2% | 24,064 | $230K |
| Creative Planning | 0.00% | Reduce -44.2% | 23,905 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.0% | 22,213 | $213K |
| StoneX Group Inc. | 0.01% | Add +18.0% | 22,031 | $211K |
| XTX Topco Ltd | 0.01% | New | 21,618 | $207K |
| Focus Partners Advisor Solutions, LLC | 0.00% | No change | 20,427 | $195K |
| Wedbush Securities Inc. | 0.01% | Add +24.8% | 20,400 | $195K |
| Swmg, LLC | 0.07% | No change | 19,374 | $193K |
| Collaborative Wealth Managment Inc. | 0.08% | Reduce -8.2% | 19,402 | $186K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.6% | 18,893 | $181K |
| Golden State Wealth Management, LLC | 0.02% | Add +88.0% | 18,856 | $180K |
| Northern Trust Corp. | 0.00% | New | 18,455 | $177K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.6% | 17,927 | $172K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.6% | 17,831 | $171K |
| Aviso Wealth Management | 0.08% | Reduce -0.2% | 17,654 | $169K |
| IFP Advisors, Inc | 0.00% | Add +2.2% | 16,870 | $161K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 16,865 | $161K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $160K |
| Townsquare Capital LLC | 0.02% | Reduce -47.9% | 16,388 | $157K |
| BridgePort Financial Solutions, LLC | 0.05% | No change | 15,987 | $153K |
| Belpointe Asset Management LLC | 0.01% | Add +10.3% | 15,946 | $153K |
| Harbour Investments, Inc. | 0.00% | Add +1.7% | 15,930 | $152K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.8% | 15,479 | $148K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,230 | $146K |
| NFSG Corp | 0.02% | No change | 15,094 | $144K |
| Triumph Capital Management | 0.04% | Reduce -37.0% | 14,619 | $140K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 14,599 | $140K |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.7% | 14,225 | $136K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -6.7% | 14,045 | $134K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.4% | 14,015 | $134K |
| Rydar Equities, Inc. | 0.11% | — | 13,942 | $133K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -89.4% | 13,702 | $131K |
| PAX Financial Group, LLC | 0.03% | Reduce -44.5% | 13,662 | $131K |
| Global Retirement Partners, LLC | 0.00% | — | 13,410 | $128K |
| Western Wealth Management, LLC | 0.01% | No change | 13,068 | $125K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 12,643 | $121K |
| Sanctuary Advisors, LLC | 0.00% | New | 12,468 | $119K |
| SageView Advisory Group, LLC | 0.00% | No change | 11,322 | $113K |
| Winthrop Advisory Group LLC | 0.01% | Reduce -32.7% | 11,493 | $110K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -29.9% | 11,482 | $110K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,346 | $109K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 10,966 | $104K |
| Atticus Wealth Management, LLC | 0.03% | No change | 10,594 | $101K |
| Daymark Wealth Partners, LLC | 0.00% | New | 10,283 | $98K |
| Gen-Wealth Partners Inc | 0.04% | Reduce -15.9% | 9,500 | $91K |
| Geneos Wealth Management Inc. | 0.00% | Add +21.7% | 8,802 | $84K |
| Legacy Investment Solutions, LLC | 0.04% | — | 7,711 | $74K |
| Legacy Wealth Managment, LLC | 0.04% | No change | 7,711 | $74K |
| Cwm, LLC | 0.00% | Add +2.4% | 7,679 | $73K |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 7,458 | $71K |
| Gitterman Wealth Management, LLC | 0.02% | New | 7,300 | $70K |
| Private Trust Co. NA | 0.01% | No change | 7,284 | $70K |
| Royal Bank of Canada | 0.00% | Reduce -77.0% | 6,856 | $66K |
| Transce3nd, LLC | 0.02% | Reduce -21.6% | 5,875 | $56K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,826 | $56K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 5,144 | $49K |
| Joseph Group Capital Management | 0.01% | No change | 4,131 | $40K |
| Spire Wealth Management | 0.00% | Reduce -75.8% | 3,931 | $38K |
| Aquatic Capital Management LLC | 0.00% | New | 3,907 | $37K |
| MAI Capital Management | 0.00% | No change | 3,562 | $34K |
| WPG Advisers, LLC | 0.03% | No change | 3,497 | $33K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,133 | $30K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 3,061 | $29K |
| Hollencrest Capital Management | 0.00% | No change | 3,000 | $29K |
| Main Street Group, LTD | 0.01% | Reduce -24.3% | 2,856 | $27K |
| New England Capital Financial Advisors LLC | 0.01% | Add +8.0% | 2,513 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $23K |
| Comerica Bank | 0.00% | No change | 2,342 | $22K |
| Tidemark, LLC | 0.01% | No change | 2,134 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,562 | $15K |
| Darwin Wealth Management, LLC | 0.01% | New | 1,511 | $14K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,416 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +167.0% | 1,068 | $10K |
| Arlington Trust Co LLC | 0.00% | Reduce -52.4% | 1,000 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 800 | $8K |
| Kozak & Associates, Inc. | 0.00% | Add +4.1% | 590 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 404 | $4K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +482.6% | 402 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 153 | $1K |
| NewEdge Advisors, LLC | 0.00% | Add +16.7% | 7 | $64 |
| Creekmur Asset Management LLC | 0.00% | Reduce -86.7% | 2 | $19 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.