CION Investment Corp (CION) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

727,246Shares held by institutions

$4,945,273Value of institutional holdings

37.88%Institutional ownership %

9.97%Shares Changed QoQ

160No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

CION Investment Corp (NYSE:CION) is held by 160 institutional investors per 13F filings through December 2025.

These investors collectively held 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 Investment by 3.23% from the prior quarter, while the number of investors in CION decreased 8.05% year over year.
Among the 160 funds, 73 bought more CION Investment shares, 54 sold down, and 33 held their ground.
Combined, these investors held 19.77Mn shares in CION for December 2025, up by 618.98K shares quarter on quarter, and down 388.55K shares year over year.
Bulldog Investors, LLP holds the largest position in CION at 1.54Mn shares as of December 31, 2025, or 2.95% of shares outstanding.
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).
Top sellers of CION stock for the quarter ending December 2025 included 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).
CION Investment's 10 largest shareholders as of December 2025 include 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) per Business Quant data.

160 Institutional Holders

727,246 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-10,442	-2.70%	$0.00
Bulldog Investors, LLP	31 Dec, 2025	0	0.00%	$0.00
North Ground Capital	31 Dec, 2025	84,214	8.40%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	1,399	107.04%	$0.00
Invesco Ltd.	31 Dec, 2025	9,323	0.75%	$0.00
Callodine Capital Management, LP	31 Dec, 2025	0	0.00%	$0.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	-115,157	-8.47%	$0.00
UBS Group AG	31 Dec, 2025	-17,692	-3.08%	$0.00
LPL Financial LLC	31 Dec, 2025	-57,418	-5.79%	$0.00
Berger Financial Group, Inc	31 Dec, 2025	298	0.06%	$0.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	-42,627	-5.34%	$0.00
Closed-End Fund Advisors, Inc.	31 Dec, 2025	475,908	0.00%	$0.00
Private Advisor Group, LLC	31 Dec, 2025	31,911	4.50%	$0.00
Hennion & Walsh Asset Management, Inc.	31 Dec, 2025	-101,156	-19.61%	$0.00
Alpine Global Management, LLC	31 Dec, 2025	1,021	0.14%	$0.00
Arkadios Wealth Advisors	31 Dec, 2025	6,278	1.86%	$0.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	247,741	104.21%	$0.00
Kestra Advisory Services, LLC	31 Dec, 2025	-3,306	-1.14%	$0.00
Morgan Stanley	31 Dec, 2025	-7,142	-1.55%	$0.00
Legacy Wealth Managment, LLC/ID	31 Dec, 2025	-145,734	-40.38%	$0.00

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