CION Investment Corp (CION) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

52,065,707Shares Outstanding

19,770,348Shares held by institutions

$149,167,276Value of institutional holdings

37.97%Institutional ownership %

3.24%Shares Changed QoQ

160No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

CION Investment Corp (NYSE:CION) showed up in the 13F filings of 160 institutional investors as of December 2025.

Collectively, these holders controlled 38.0% of CION Investment's outstanding shares in December 2025, down from 38.2% in September 2025.
They increased total shares held in CION by 3.23% quarter over quarter, and investors in CION Investment decreased 8.05% from a year ago.
Activity in CION broke down as 73 buyers, 54 sellers, and 33 unchanged among 160 total holders.
The aggregate institutional position in CION Investment amounted to 19.77Mn shares as of December 2025, up by 618.98K shares quarter on quarter, and down 388.55K shares year over year.
Bulldog Investors, LLP leads ownership in CION with 1.54Mn shares as of December 31, 2025, equal to 2.95% of outstanding shares.
The most significant purchases of CION for the quarter ending December 2025 came from Closed-End Fund Advisors, Inc. (475.91K), JANE STREET GROUP, LLC (255.12K), TWO SIGMA INVESTMENTS, LP (247.74K), SHERMAN PORFOLIOS, LLC (193.76K), TUDOR INVESTMENT CORP ET AL (189.49K).
Leading sellers of CION Investment shares for the quarter ending December 2025 were Wells Fargo & Company/Mn (691.17K), Legacy Wealth Managment, LLC/ID (145.73K), PINKERTON WEALTH, LLC (140.71K), TWO SIGMA ADVISERS, LP (134.4K), Cetera Investment Advisers (130.99K).
Business Quant data shows the 10 biggest positions in CION Investment as of December 2025 are held by Bulldog Investors, LLP (1.54Mn), Invesco Ltd. (1.26Mn), VAN ECK ASSOCIATES CORP (1.24Mn), North Ground Capital (1.09Mn), LPL Financial LLC (933.98K), Cambridge Investment Research Advisors, Inc. (755.77K), Private Advisor Group, LLC (740.83K), Alpine Global Management, LLC (706.47K), Callodine Capital Management, LP (562.39K), UBS Group AG (556.35K).

160 Institutional Holders

19,770,348 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Bulldog Investors, LLP	31 Dec, 2025	1,538,071	0	0.00%	$14,873,147.00
Invesco Ltd.	31 Dec, 2025	1,256,649	9,323	0.75%	$12,151,796.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	1,243,866	-115,157	-8.47%	$12,028.00
North Ground Capital	31 Dec, 2025	1,086,992	84,214	8.40%	$10,511,213.00
LPL Financial LLC	31 Dec, 2025	933,985	-57,418	-5.79%	$9,031,631.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	755,768	-42,627	-5.34%	$7,308.00
Private Advisor Group, LLC	31 Dec, 2025	740,833	31,911	4.50%	$7,163,857.00
Alpine Global Management, LLC	31 Dec, 2025	706,471	1,021	0.14%	$6,831,574.00
Callodine Capital Management, LP	31 Dec, 2025	562,388	0	0.00%	$5,438,292.00
UBS Group AG	31 Dec, 2025	556,353	-17,692	-3.08%	$5,379,933.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	485,483	247,741	104.21%	$4,694,621.00
Berger Financial Group, Inc	31 Dec, 2025	485,188	298	0.06%	$4,691,764.00
Closed-End Fund Advisors, Inc.	31 Dec, 2025	475,908	475,908	0.00%	$4,602,030.00
Morgan Stanley	31 Dec, 2025	453,788	-7,142	-1.55%	$4,388,134.00
Hennion & Walsh Asset Management, Inc.	31 Dec, 2025	414,620	-101,156	-19.61%	$4,009,375.00
BlackRock, Inc.	31 Dec, 2025	375,759	-10,442	-2.70%	$3,633,590.00
LSV ASSET MANAGEMENT	31 Dec, 2025	352,236	165,636	88.77%	$3,406.00
Arkadios Wealth Advisors	31 Dec, 2025	343,378	6,278	1.86%	$3,320,471.00
JANE STREET GROUP, LLC	31 Dec, 2025	317,818	255,115	406.86%	$3,073,300.00
Kestra Advisory Services, LLC	31 Dec, 2025	286,008	-3,306	-1.14%	$2,765,701.00

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