CION Investment Corp (CION) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

51,997,101Shares Outstanding

2,607,467Shares held by institutions

$22,450,291Value of institutional holdings

34.93%Institutional ownership %

7.26%Shares Changed QoQ

153No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 153 institutions have reported a stake in CION Investment Corp (NYSE:CION) as of December 2025, according to recent 13F filings with the SEC.

The percentage of CION Investment owned by institutions changed from 36.7% in September 2025 to 34.9% in December 2025, marking a slight down trend.
On a quarter-over-quarter basis, institutional holdings shifted by 7.26%, with a year-over-year a decrease of 12.07% in the count of filers.
A review of institutional activity for CION Investment shows 69 of 153 filers increasing their positions, while 53 reduced their stake, and 31 remained unchanged.
The total number of shares held by institutions in CION Investment increased to 18.16Mn as of December 2025, a net change of up by 1.23Mn shares quarter on quarter, and down 1.03Mn shares year over year.
With 1.54Mn shares, Bulldog Investors, LLP commands the largest institutional position in CION Investment as of December 31, 2025, equating to 2.96% of the company.
Among the most significant buyers of CION Investment during December 2025 were Alpine Global Management, LLC (523.80K), Closed-End Fund Advisors, Inc. (475.91K), JANE STREET GROUP, LLC (255.12K), TWO SIGMA INVESTMENTS, LP (247.74K), SHERMAN PORFOLIOS, LLC (193.76K).
Leading sellers of CION Investment stock in 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 (134.40K), Cetera Investment Advisers (130.99K).
The top 10 institutional holders of CION Investment for the quarter ending December 2025 included Bulldog Investors, LLP (1.54Mn), VAN ECK ASSOCIATES CORP (1.24Mn), North Ground Capital (1.09Mn), LPL Financial LLC (933.99K), Cambridge Investment Research Advisors, Inc. (755.77K), Private Advisor Group, LLC (740.83K), Alpine Global Management, LLC (612.63K), Callodine Capital Management, LP (562.39K), UBS Group AG (556.35K), TWO SIGMA INVESTMENTS, LP (485.48K).

153 Institutional Holders

2,607,467 Total Shares Held

Rows:

Download Data

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
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	612,635	523,799	589.62%	$5,924,180.00
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
Sigma Planning Corp	31 Dec, 2025	280,046	3,005	1.08%	$2,708,042.00

1 - 20 of 153

Research Tools