Cion InvestmentCION
13F holders, Q4 2025 (December 31)166holders +12
30new positions
21sold out
5famous investors
$9.67avg. 13F price*
At the end of Q4 2025, 166 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, up 12 from Q3 2025. 30 opened new positions and 21 sold out. The largest holders were Bulldog Investors, LLP ($14.9M), Invesco Ltd. ($12.2M) and Van Eck Associates Corp. ($12.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $10.4M |
| Exits | 21 | $4.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,301,711 shares bought and 2,587,346 shares sold, net −285,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Bulldog Investors, LLP | 3.33% | No change | 1,538,071 | $14.9M |
| Invesco Ltd. | 0.00% | Add +0.8% | 1,256,649 | $12.2M |
| Van Eck Associates Corp. | 0.01% | Reduce -8.5% | 1,243,866 | $12.0M |
| North Ground Capital | 5.22% | Add +8.4% | 1,086,992 | $10.5M |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 933,985 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.3% | 755,768 | $7.3M |
| Private Advisor Group, LLC | 0.03% | Add +4.5% | 740,833 | $7.2M |
| Callodine Capital Management, LP | 0.44% | No change | 562,388 | $5.4M |
| UBS Group AG | 0.00% | Reduce -3.1% | 556,353 | $5.4M |
| Two Sigma Investments, LP | 0.01% | Add +104.2% | 485,483 | $4.7M |
| Berger Financial Group, Inc | 0.27% | Add +0.1% | 485,188 | $4.7M |
| Closed-End Fund Advisors, Inc. | 2.72% | — | 475,908 | $4.6M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 453,788 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -19.6% | 414,620 | $4.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 375,759 | $3.6M |
| LSV Asset Management | 0.01% | Add +88.8% | 352,236 | $3.4M |
| Arkadios Wealth Advisors | 0.07% | Add +1.9% | 343,378 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +406.9% | 317,818 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +22.4% | 292,397 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.1% | 286,008 | $2.8M |
| Sigma Planning Corp | 0.07% | Add +1.1% | 280,046 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -15.2% | 260,800 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 233,110 | $2.3M |
| Pinkerton Wealth, LLC | 0.23% | Reduce -38.1% | 228,636 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -21.9% | 226,349 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.9% | 216,587 | $2.1M |
| Legacy Wealth Managment, LLC | 1.00% | Reduce -40.4% | 215,209 | $2.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -40.4% | 198,200 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.2% | 195,411 | $1.9M |
| True Freedom Investing, LLC | 0.13% | New | 193,758 | $1.9M |
| Tudor Investment Corporation | 0.01% | New | 189,494 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | No change | 184,026 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.8% | 178,764 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.6% | 171,520 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +500.6% | 171,360 | $1.7M |
| HighPoint Advisor Group LLC | 0.03% | Add +2.8% | 162,034 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -48.0% | 142,067 | $1.4M |
| Citadel Advisors | 0.00% | New | 133,837 | $1.3M |
| Diversify Wealth Management, LLC | 0.06% | Add +8.2% | 133,315 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -87.0% | 102,933 | $995K |
| D. E. Shaw & Co. | 0.00% | New | 99,531 | $962K |
| Adapt Wealth Advisors, LLC | 0.33% | New | 97,818 | $946K |
| Alpine Global Management, LLC | 0.22% | Add +5.6% | 93,836 | $907K |
| Trexquant Investment LP | 0.01% | Reduce -26.1% | 84,183 | $814K |
| Apollon Wealth Management, LLC | 0.01% | Add +23.6% | 83,184 | $804K |
| Virtus Investment Advisers, LLC | 0.20% | Reduce -22.9% | 74,429 | $720K |
| International Assets Investment Management, LLC | 0.05% | Reduce -38.9% | 70,091 | $678K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.6% | 68,216 | $660K |
| Bank of America Corp. | 0.00% | Reduce -25.7% | 65,595 | $634K |
| Endowment Wealth Management, Inc. | 0.29% | Add +2.8% | 64,505 | $624K |
| Apollo Management Holdings, L.P. | 0.01% | No change | 63,262 | $612K |
| Hopwood Nicholas Hunter | 0.20% | — | 62,138 | $601K |
| AE Wealth Management LLC | 0.00% | Add +7.6% | 54,724 | $529K |
| Millennium Management | 0.00% | Add +249.6% | 51,374 | $497K |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 51,174 | $495K |
| Founders Financial Securities LLC | 0.03% | Add +32.2% | 48,781 | $472K |
| Cooper Financial Group | 0.05% | Reduce -5.8% | 46,332 | $448K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -20.0% | 46,074 | $446K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.6% | 45,074 | $436K |
| BlueChip Wealth Advisors LLC | 0.17% | Add +51.5% | 41,426 | $401K |
| Strategic Blueprint, LLC | 0.02% | Add +3.9% | 40,797 | $395K |
| Quadrature Capital Ltd | 0.00% | Add +283.3% | 40,468 | $391K |
| Acadian Asset Management LLC | 0.00% | New | 40,419 | $390K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.8% | 39,609 | $383K |
| Symmetry Partners, LLC | 0.02% | Reduce -2.8% | 39,228 | $379K |
| nVerses Capital, LLC | 0.76% | — | 34,892 | $337K |
| Wedbush Securities Inc. | 0.01% | Add +14.1% | 34,875 | $337K |
| Jump Financial, LLC | 0.00% | New | 32,013 | $310K |
| Marshall Wace, LLP | 0.00% | New | 32,012 | $310K |
| XTX Topco Ltd | 0.01% | New | 31,909 | $309K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.1% | 29,440 | $285K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -2.4% | 28,060 | $273K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.0% | 28,012 | $271K |
| TT Capital Management LLC | 0.21% | Reduce -12.8% | 27,225 | $263K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 27,177 | $263K |
| Verition Fund Management LLC | 0.00% | Reduce -2.2% | 26,809 | $259K |
| Royal Bank of Canada | 0.00% | Add +134.5% | 26,354 | $255K |
| Beacon Capital Management, LLC | 0.04% | Reduce -19.6% | 26,321 | $255K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -44.3% | 25,979 | $251K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.6% | 25,505 | $247K |
| Kovack Advisors, Inc. | 0.01% | New | 25,349 | $245K |
| EPG Wealth Management LLC | 0.07% | Add +1.9% | 25,156 | $243K |
| GatePass Capital, LLC | 0.13% | Reduce -3.9% | 25,000 | $242K |
| A&I Financial Services, LLC | 0.11% | No change | 24,902 | $241K |
| Dynamic Technology Lab Private Ltd | 0.05% | Add +47.0% | 24,787 | $240K |
| Aquatic Capital Management LLC | 0.01% | Add +138.3% | 24,671 | $239K |
| United Advisor Group, LLC | 0.03% | No change | 24,085 | $233K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 24,049 | $233K |
| Northern Trust Corp. | 0.00% | Reduce -11.6% | 23,424 | $227K |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 23,189 | $224K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +7.5% | 21,627 | $209K |
| Quantbot Technologies LP | 0.01% | Add +1939.7% | 21,254 | $206K |
| Creative Planning | 0.00% | Add +1.3% | 20,920 | $202K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -43.9% | 20,906 | $202K |
| Virtu Financial LLC | 0.01% | New | 19,921 | $193K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 19,734 | $191K |
| Nomura Holdings Inc. | 0.00% | New | 19,500 | $189K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -4.5% | 19,312 | $187K |
| Engineers Gate Manager LP | 0.00% | New | 19,203 | $186K |
| Swmg, LLC | 0.05% | No change | 19,374 | $171K |
| PharVision Advisers, LLC | 0.09% | New | 17,485 | $169K |
| HighTower Advisors, LLC | 0.00% | Reduce -51.1% | 17,350 | $168K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -26.8% | 17,076 | $165K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $161K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -31.6% | 15,517 | $150K |
| NFSG Corp | 0.02% | No change | 15,094 | $146K |
| Belpointe Asset Management LLC | 0.01% | No change | 15,093 | $146K |
| Rydar Equities, Inc. | 0.11% | Add +3.6% | 14,978 | $145K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -22.8% | 14,869 | $144K |
| Aviso Wealth Management | 0.06% | Reduce -9.6% | 14,632 | $142K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 14,599 | $141K |
| IFP Advisors, Inc | 0.00% | Reduce -6.6% | 14,424 | $139K |
| Susquehanna International Group, LLP | 0.00% | New | 13,956 | $135K |
| Mariner, LLC | 0.00% | Add +16.0% | 13,816 | $134K |
| Global Retirement Partners, LLC | 0.00% | Add +1.4% | 13,791 | $133K |
| Sowell Financial Services LLC | 0.00% | New | 13,763 | $133K |
| PAX Financial Group, LLC | 0.02% | No change | 13,662 | $132K |
| Triumph Capital Management | 0.03% | Reduce -5.9% | 13,563 | $131K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.6% | 13,243 | $128K |
| Western Wealth Management, LLC | 0.01% | No change | 13,068 | $126K |
| Merit Financial Group, LLC | 0.00% | Reduce -40.6% | 12,928 | $125K |
| BridgePort Financial Solutions, LLC | 0.03% | Reduce -23.5% | 12,233 | $118K |
| Bensler, LLC | 0.01% | New | 11,866 | $115K |
| First Heartland Consultants, Inc. | 0.01% | New | 11,770 | $114K |
| Focus Partners Wealth | 0.00% | New | 11,689 | $113K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 11,482 | $111K |
| Capital Asset Managemnet, LLC | 0.12% | — | 10,821 | $105K |
| Savvy Advisors, Inc. | 0.00% | New | 10,675 | $103K |
| Atticus Wealth Management, LLC | 0.03% | No change | 10,594 | $102K |
| Punch & Associates Investment Management, Inc. | 0.01% | New | 10,435 | $101K |
| Diversify Advisory Services, LLC | 0.00% | New | 10,042 | $95K |
| Gen-Wealth Partners Inc | 0.03% | No change | 9,500 | $92K |
| SageView Advisory Group, LLC | 0.00% | Reduce -11.7% | 9,071 | $88K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +183.2% | 8,872 | $86K |
| Geneos Wealth Management Inc. | 0.00% | No change | 8,802 | $85K |
| Cwm, LLC | 0.00% | Reduce -21.4% | 8,130 | $79K |
| Essential Investment Partners LLC | 0.07% | — | 7,880 | $76K |
| Private Trust Co. NA | 0.01% | No change | 7,284 | $70K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -51.8% | 6,720 | $65K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,826 | $56K |
| Joseph Group Capital Management | 0.01% | No change | 4,131 | $40K |
| Spire Wealth Management | 0.00% | No change | 3,821 | $37K |
| MAI Capital Management | 0.00% | No change | 3,562 | $34K |
| WPG Advisers, LLC | 0.03% | No change | 3,497 | $34K |
| Signaturefd, LLC | 0.00% | No change | 3,309 | $32K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 3,061 | $30K |
| New England Capital Financial Advisors LLC | 0.01% | Add +3.5% | 2,696 | $26K |
| Financial Management Professionals, Inc. | 0.00% | New | 2,482 | $24K |
| Tidemark, LLC | 0.01% | No change | 2,134 | $21K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,000 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,000 | $19K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.6% | 1,902 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,562 | $15K |
| LGT Financial Advisors LLC | 0.09% | New | 1,542 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.5% | 1,353 | $13K |
| Quarry LP | 0.00% | Add +33.5% | 1,183 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 962 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 800 | $8K |
| Kozak & Associates, Inc. | 0.00% | Add +3.6% | 633 | $6K |
| CX Institutional | 0.00% | New | 574 | $6K |
| Garner Asset Management Corp | 0.00% | New | 600 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 399 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 404 | $4K |
| Simplex Trading, LLC | 0.00% | New | 312 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.3% | 50 | $484 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $29 |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.