Cion InvestmentCION
13F holders, Q3 2025 (September 30)154holders −7
18new positions
22sold out
2famous investors
$9.49avg. 13F price*
At the end of Q3 2025, 154 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, down 7 from Q2 2025. 18 opened new positions and 22 sold out. The largest holders were Bulldog Investors, LLP ($14.6M), Van Eck Associates Corp. ($12.9M) and Invesco Ltd. ($11.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $2.5M |
| Exits | 22 | $4.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,730,933 shares bought and 1,628,285 shares sold, net +102,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Bulldog Investors, LLP | 3.39% | No change | 1,538,071 | $14.6M |
| Van Eck Associates Corp. | 0.01% | Add +4.2% | 1,359,023 | $12.9M |
| Invesco Ltd. | 0.00% | Reduce -7.1% | 1,247,326 | $11.8M |
| North Ground Capital | 5.83% | Add +100.6% | 1,002,778 | $9.5M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 991,403 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -11.5% | 798,395 | $7.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.5% | 794,106 | $7.5M |
| Private Advisor Group, LLC | 0.03% | Add +4.6% | 708,922 | $6.7M |
| UBS Group AG | 0.00% | Add +4.0% | 574,045 | $5.4M |
| Callodine Capital Management, LP | 0.47% | Add +2.3% | 562,388 | $5.3M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -11.9% | 515,776 | $4.9M |
| Berger Financial Group, Inc | 0.28% | Reduce -0.5% | 484,890 | $4.6M |
| Morgan Stanley | 0.00% | Add +0.3% | 460,930 | $4.4M |
| BlackRock, Inc. | 0.00% | Add +24.0% | 386,201 | $3.7M |
| Pinkerton Wealth, LLC | 0.38% | Reduce -20.0% | 369,344 | $3.5M |
| Legacy Wealth Managment, LLC | 1.55% | Add +4580.9% | 360,943 | $3.4M |
| Arkadios Wealth Advisors | 0.08% | Add +2.3% | 337,100 | $3.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -30.7% | 332,600 | $3.2M |
| Renaissance Technologies | 0.00% | Add +3.0% | 307,500 | $2.9M |
| Independent Financial Group, LLC | 0.07% | Add +3.8% | 289,682 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.8% | 289,314 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -19.1% | 277,041 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +10.2% | 273,060 | $2.6M |
| Acorn Financial Advisory Services Inc. | 0.39% | Add +0.1% | 267,862 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 260,667 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.0% | 236,007 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Add +8.8% | 238,823 | $2.3M |
| Two Sigma Investments, LP | 0.00% | Add +2.8% | 237,742 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.2% | 226,323 | $2.1M |
| LSV Asset Management | 0.00% | No change | 186,600 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | No change | 184,026 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.1% | 182,124 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.2% | 165,486 | $1.6M |
| HighPoint Advisor Group LLC | 0.07% | No change | 157,704 | $1.5M |
| Diversify Wealth Management, LLC | 0.07% | Reduce -7.3% | 123,194 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Add +76.6% | 114,799 | $1.1M |
| Trexquant Investment LP | 0.01% | Add +189.8% | 113,893 | $1.1M |
| Virtus Investment Advisers, LLC | 0.26% | Reduce -11.5% | 96,586 | $916K |
| Alpine Global Management, LLC | 0.22% | No change | 88,836 | $842K |
| Bank of America Corp. | 0.00% | Add +1084.0% | 88,299 | $837K |
| Janney Montgomery Scott LLC | 0.00% | New | 87,026 | $825K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.5% | 67,272 | $638K |
| Apollo Management Holdings, L.P. | 0.01% | No change | 63,262 | $600K |
| Endowment Wealth Management, Inc. | 0.27% | Reduce -1.7% | 62,771 | $595K |
| Jane Street Group, LLC | 0.00% | New | 62,703 | $594K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -17.1% | 57,610 | $546K |
| AE Wealth Management LLC | 0.00% | Add +53.5% | 50,841 | $482K |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 50,424 | $478K |
| Cooper Financial Group | 0.05% | Reduce -3.3% | 49,197 | $466K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -41.9% | 46,645 | $442K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.7% | 45,814 | $434K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.5% | 42,045 | $399K |
| Consolidated Portfolio Review Corp | 0.05% | No change | 40,973 | $388K |
| Symmetry Partners, LLC | 0.04% | No change | 40,376 | $383K |
| Strategic Blueprint, LLC | 0.02% | Reduce -18.7% | 39,283 | $372K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +82.4% | 37,265 | $358K |
| Founders Financial Securities LLC | 0.02% | Reduce -30.6% | 36,904 | $350K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 35,456 | $336K |
| Beacon Capital Management, LLC | 0.04% | Reduce -2.0% | 32,734 | $310K |
| TT Capital Management LLC | 0.23% | Reduce -9.3% | 31,221 | $296K |
| Wedbush Securities Inc. | 0.01% | Add +49.9% | 30,575 | $290K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -7.3% | 30,396 | $288K |
| Silver Oak Securities, Incorporated | 0.02% | Add +1.0% | 28,758 | $273K |
| JPMorgan Chase & Co. | 0.00% | Add +103.6% | 28,530 | $270K |
| Founders Financial Alliance, LLC | 0.05% | Add +13.9% | 28,008 | $266K |
| Verition Fund Management LLC | 0.00% | No change | 27,409 | $260K |
| BlueChip Wealth Advisors LLC | 0.11% | Reduce -48.4% | 27,351 | $259K |
| Northern Trust Corp. | 0.00% | Add +43.5% | 26,484 | $251K |
| Simon Quick Advisors, LLC | 0.01% | Add +3.7% | 26,460 | $251K |
| GatePass Capital, LLC | 0.14% | Reduce -3.7% | 26,000 | $246K |
| IHT Wealth Management, LLC | 0.01% | Add +0.8% | 25,653 | $243K |
| EWG Elevate Inc. | 0.08% | No change | 25,474 | $241K |
| A&I Financial Services, LLC | 0.11% | Reduce -13.4% | 24,902 | $235K |
| EPG Wealth Management LLC | 0.06% | Add +2.0% | 24,676 | $234K |
| United Advisor Group, LLC | 0.03% | Reduce -0.2% | 24,085 | $228K |
| Cerity Partners LLC | 0.00% | No change | 24,064 | $228K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 24,049 | $228K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.0% | 23,324 | $221K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -21.7% | 22,689 | $215K |
| Merit Financial Group, LLC | 0.00% | Add +15.1% | 21,754 | $206K |
| Creative Planning | 0.00% | Reduce -13.6% | 20,657 | $196K |
| Golden State Wealth Management, LLC | 0.02% | Add +7.2% | 20,219 | $192K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +59.1% | 20,115 | $191K |
| Harbour Investments, Inc. | 0.00% | Add +23.0% | 19,600 | $186K |
| Collaborative Wealth Managment Inc. | 0.07% | No change | 19,402 | $184K |
| Swmg, LLC | 0.06% | No change | 19,374 | $183K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +8.1% | 19,269 | $183K |
| StoneX Group Inc. | 0.01% | Reduce -16.9% | 18,306 | $174K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 16,858 | $160K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $158K |
| Aviso Wealth Management | 0.07% | Reduce -8.3% | 16,188 | $153K |
| BridgePort Financial Solutions, LLC | 0.04% | No change | 15,987 | $152K |
| Townsquare Capital LLC | 0.02% | Reduce -3.6% | 15,797 | $150K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.5% | 15,693 | $149K |
| IFP Advisors, Inc | 0.00% | Reduce -8.5% | 15,439 | $146K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,230 | $144K |
| Sanctuary Advisors, LLC | 0.00% | Add +21.6% | 15,155 | $144K |
| NFSG Corp | 0.02% | No change | 15,094 | $143K |
| Belpointe Asset Management LLC | 0.01% | Reduce -5.3% | 15,093 | $143K |
| Millennium Management | 0.00% | Reduce -77.8% | 14,696 | $139K |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.