Cion InvestmentCION
13F holders, Q1 2026 (March 31)161holders −5
22new positions
25sold out
4famous investors
$6.88avg. 13F price*
At the end of Q1 2026, 161 institutions reported holding Cion Investment Corp. (CION) in their 13F filings, down 5 from Q4 2025. 22 opened new positions and 25 sold out. The largest holders were Bulldog Investors, LLP ($10.5M), Morgan Stanley ($7.9M) and LPL Financial LLC ($6.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $3.7M |
| Exits | 25 | $7.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,467,332 shares bought and 4,842,633 shares sold, net −2,375,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Bulldog Investors, LLP | 2.37% | No change | 1,538,071 | $10.5M |
| Morgan Stanley | 0.00% | Add +154.1% | 1,152,950 | $7.9M |
| LPL Financial LLC | 0.00% | Add +5.9% | 989,153 | $6.8M |
| Van Eck Associates Corp. | 0.01% | Reduce -22.2% | 968,155 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +16.2% | 860,616 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.9% | 718,509 | $4.9M |
| UBS Group AG | 0.00% | Add +22.8% | 683,002 | $4.7M |
| Invesco Ltd. | 0.00% | Reduce -50.9% | 617,425 | $4.2M |
| Callodine Capital Management, LP | 0.30% | Add +8.9% | 612,388 | $4.2M |
| Berger Financial Group, Inc | 0.16% | Reduce -16.1% | 406,899 | $2.8M |
| LSV Asset Management | 0.01% | Add +10.0% | 387,536 | $2.7M |
| D. E. Shaw & Co. | 0.00% | Add +250.3% | 348,640 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.3% | 335,418 | $2.3M |
| Pinkerton Wealth, LLC | 0.20% | No change | 228,636 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -23.5% | 317,252 | $2.2M |
| Advisors Asset Management, Inc. | 0.04% | Add +5.3% | 307,954 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.6% | 299,079 | $2.0M |
| Renaissance Technologies | 0.00% | Add +4.2% | 271,800 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | New | 269,726 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +28.1% | 250,265 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 218,068 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -24.4% | 211,663 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 208,386 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -34.5% | 208,273 | $1.4M |
| Legacy Wealth Managment, LLC | 0.71% | Reduce -3.3% | 208,062 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Add +39.9% | 186,522 | $1.4M |
| BlackRock, Inc. | 0.00% | Reduce -46.7% | 200,393 | $1.4M |
| Alpine Global Management, LLC | 0.23% | Add +106.8% | 194,060 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 184,026 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +2.7% | 176,084 | $1.2M |
| True Freedom Investing, LLC | 0.08% | Reduce -26.1% | 143,122 | $979K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -21.6% | 140,140 | $959K |
| Cetera Investment Advisers | 0.00% | Reduce -13.6% | 122,748 | $840K |
| Two Sigma Investments, LP | 0.00% | Reduce -76.2% | 115,695 | $791K |
| Adapt Wealth Advisors, LLC | 0.24% | Reduce -2.1% | 95,767 | $655K |
| XTX Topco Ltd | 0.01% | Add +191.4% | 92,998 | $636K |
| Virtus Investment Advisers, LLC | 0.17% | Add +20.1% | 89,408 | $612K |
| Financial Gravity Asset Management, Inc. | 0.10% | Add +256.9% | 85,834 | $587K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.3% | 84,234 | $576K |
| Citadel Advisors | 0.00% | Reduce -41.4% | 78,454 | $537K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.1% | 75,805 | $519K |
| North Ground Capital | 0.62% | Reduce -93.1% | 75,000 | $513K |
| International Assets Investment Management, LLC | 0.03% | No change | 70,091 | $476K |
| Hopwood Nicholas Hunter | 0.15% | Add +10.8% | 68,849 | $471K |
| Jump Financial, LLC | 0.01% | Add +112.4% | 68,004 | $465K |
| Endowment Wealth Management, Inc. | 0.20% | Add +2.9% | 66,400 | $454K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +144.0% | 66,313 | $454K |
| Ameriprise Financial Inc. | 0.00% | Add +25.1% | 64,014 | $438K |
| Apollo Management Holdings, L.P. | 0.01% | No change | 63,262 | $433K |
| AE Wealth Management LLC | 0.00% | Add +3.1% | 56,447 | $386K |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 55,967 | $383K |
| Millennium Management | 0.00% | Reduce -3.7% | 49,474 | $338K |
| Independent Financial Group, LLC | 0.01% | Reduce -80.2% | 44,807 | $306K |
| Cooper Financial Group | 0.03% | Reduce -3.7% | 44,610 | $305K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -8.9% | 41,959 | $287K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 41,406 | $283K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -10.0% | 40,573 | $278K |
| nVerses Capital, LLC | 0.24% | Add +11.2% | 38,781 | $265K |
| Founders Financial Securities LLC | 0.01% | Reduce -24.4% | 36,904 | $262K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 37,814 | $259K |
| Continuum Advisory, LLC | 0.02% | Reduce -6.0% | 37,229 | $255K |
| Wedbush Securities Inc. | 0.01% | Add +3.7% | 36,175 | $247K |
| Doliver Advisors, LP | 0.06% | New | 36,000 | $246K |
| Strategic Blueprint, LLC | 0.01% | Reduce -12.0% | 35,899 | $246K |
| Closed-End Fund Advisors, Inc. | 0.24% | Reduce -92.8% | 34,407 | $235K |
| Royal Bank of Canada | 0.00% | Add +27.7% | 33,645 | $230K |
| Symmetry Partners, LLC | 0.01% | Reduce -15.3% | 33,214 | $227K |
| Susquehanna International Group, LLP | 0.00% | Add +135.0% | 32,799 | $224K |
| Creative Planning | 0.00% | Add +44.5% | 30,237 | $207K |
| Founders Financial Alliance, LLC | 0.04% | Add +5.7% | 29,613 | $203K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 29,440 | $201K |
| Virtu Financial LLC | 0.01% | Add +46.0% | 29,074 | $199K |
| Brevan Howard Capital Management LP | 0.00% | Add +8.0% | 28,067 | $192K |
| Dynamic Technology Lab Private Ltd | 0.03% | Add +6.0% | 26,279 | $180K |
| TT Capital Management LLC | 0.15% | Reduce -5.1% | 25,832 | $177K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -8.4% | 25,688 | $176K |
| IHT Wealth Management, LLC | 0.00% | Add +0.6% | 25,666 | $176K |
| EPG Wealth Management LLC | 0.05% | Add +0.6% | 25,311 | $173K |
| WINTON GROUP Ltd | 0.01% | New | 25,206 | $172K |
| A&I Financial Services, LLC | 0.08% | No change | 24,902 | $170K |
| Avior Wealth Management, LLC | 0.00% | New | 24,806 | $170K |
| BlueChip Wealth Advisors LLC | 0.07% | Reduce -40.4% | 24,676 | $169K |
| Kovack Advisors, Inc. | 0.01% | Reduce -3.0% | 24,601 | $167K |
| United Advisor Group, LLC | 0.02% | No change | 24,085 | $165K |
| Cerity Partners LLC | 0.00% | Reduce -2.9% | 22,510 | $154K |
| GatePass Capital, LLC | 0.08% | Reduce -10.0% | 22,500 | $154K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -0.9% | 21,434 | $147K |
| Harbour Investments, Inc. | 0.00% | Add +6.9% | 21,099 | $144K |
| Golden State Wealth Management, LLC | 0.01% | Add +1.7% | 19,638 | $134K |
| Swmg, LLC | 0.04% | No change | 19,374 | $133K |
| Focus Partners Wealth | 0.00% | Add +60.5% | 18,759 | $128K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -11.4% | 18,514 | $127K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.7% | 17,197 | $118K |
| Cwm, LLC | 0.00% | Add +109.4% | 17,026 | $116K |
| Legacy Advisors, LLC | 0.01% | New | 17,000 | $116K |
| Wealthspire Advisors, LLC | 0.00% | No change | 16,687 | $114K |
| Entropy Technologies, LP | 0.00% | New | 15,551 | $106K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 15,517 | $106K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.2% | 15,416 | $105K |
| Rydar Equities, Inc. | 0.08% | Add +2.3% | 15,326 | $105K |
"% of holder's portfolio" is CION's weight in each manager's 13F, not the share of Cion Investment Corp. the manager owns.