Who Owns CION Investment Corporation (CION)?Hedge Fund & Institutional Holders

$6.57-0.35 (-5.13%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

2.4523735949291766e+263%

QoQ Change in Holders

+11 / -2

Price History

$6.92$8.33$9.73$11.14$12.55Aug 24Jun 25Mar 26

CION — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+415K+$4.0B
Arkadios Wealth AdvisorsNew Position+343K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+217K+$2.0B
TWO SIGMA INVESTMENTS, LPIncreased+248K+$1.7B
CITADEL ADVISORS LLCNew Position+134K+$1.0B
ADAPT WEALTH ADVISORS, LLCNew Position+98K+$945.0M
JPMORGAN CHASE & COIncreased+143K+$731.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+70K+$677.0M
Endowment Wealth Management, Inc.New Position+65K+$623.0M
BlueChip Wealth Advisors LLCNew Position+41K+$400.0M
Strategic Blueprint, LLCNew Position+41K+$394.0M
Invesco Ltd.Increased+9K+$326.4M
Private Advisor Group, LLCIncreased+32K+$279.4M
SILVER OAK SECURITIES, INCORPORATEDNew Position+28K+$273.0M
EPG Wealth Management LLCNew Position+25K+$243.0M

CION — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-57K-$9.4B
WELLS FARGO & COMPANY/MNDecreased-691K-$7.5B
Cetera Investment AdvisersDecreased-131K-$2.6B
TWO SIGMA ADVISERS, LPDecreased-134K-$2.2B
OSAIC HOLDINGS, INC.Decreased-41K-$1.5B
Legacy Wealth Managment, LLC/IDDecreased-146K-$1.3B
Trexquant Investment LPDecreased-30K-$1.1B
RENAISSANCE TECHNOLOGIES LLCDecreased-47K-$915.1M
LEIGH BALDWIN & CO., LLCClosed Position-26K-$751.1M
OneDigital Investment Advisors LLCDecreased-3K-$726.5M
Brevan Howard Capital Management LPDecreased-21K-$442.2M
Consolidated Portfolio Review CorpClosed Position-41K-$388.4M
HighTower Advisors, LLCDecreased-18K-$336.1M
Verition Fund Management LLCDecreased-600-$259.8M
NORTHERN TRUST CORPDecreased-3K-$251.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.1,256,649$12.2B0.00%Share
2Private Advisor Group, LLC740,833$7.0B0.03%Share
3UBS Group AG551,442$5.3B0.00%Share
4Berger Financial Group, Inc485,188$4.7B0.27%Share
5Hennion & Walsh Asset Management, Inc.414,620$4.0B0.14%Share
6TWO SIGMA INVESTMENTS, LP485,483$4.0B0.01%Share
7Sigma Planning Corp280,046$2.7B0.07%Share
8Legacy Wealth Managment, LLC/ID214,056$2.1B0.99%Share
9Arkadios Wealth Advisors270,581$2.0B0.04%Share
10Advisors Asset Management, Inc.292,397$2.0B0.03%Share
11RENAISSANCE TECHNOLOGIES LLC260,800$2.0B0.00%Share
12COMMONWEALTH EQUITY SERVICES, LLC216,587$2.0B0.00%Share
13DIVERSIFY WEALTH MANAGEMENT, LLC133,315$1.3B0.06%Share
14TWO SIGMA ADVISERS, LP198,200$1.0B0.00%Share
15OneDigital Investment Advisors LLC178,764$1.0B0.01%Share
16RAYMOND JAMES FINANCIAL INC162,045$1.0B0.00%Share
17CITADEL ADVISORS LLC133,837$1.0B0.00%Share
18JPMORGAN CHASE & CO168,668$1.0B0.00%Share
19OSAIC HOLDINGS, INC.175,123$1.0B0.00%Share
20ADAPT WEALTH ADVISORS, LLC97,818$945.0M0.33%Share
21Virtus Investment Advisers, LLC74,429$719.0M0.20%Share
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC70,091$677.0M0.05%Share
23Endowment Wealth Management, Inc.64,505$623.0M0.29%Share
24Apollo Management Holdings, L.P.63,262$611.0M0.01%Share
25BlueChip Wealth Advisors LLC41,426$400.0M0.17%Share
26Strategic Blueprint, LLC40,797$394.0M0.02%Share
27Symmetry Partners, LLC39,228$379.0M0.02%Share
28Koshinski Asset Management, Inc.29,440$284.0M0.02%Share
29SILVER OAK SECURITIES, INCORPORATED28,060$273.0M0.02%Share
30Founders Financial Alliance, LLC28,012$270.0M0.05%Share
31TT Capital Management LLC27,225$263.0M0.21%Share
32Beacon Capital Management, LLC26,321$254.0M0.04%Share
33EPG Wealth Management LLC25,156$243.0M0.07%Share
34GatePass Capital, LLC25,000$241.0M0.12%Share
35A&I FINANCIAL SERVICES, LLC24,902$240.0M0.11%Share
36United Advisor Group, LLC24,085$232.0M0.03%Share
37Financial Gravity Asset Management, Inc.24,049$232.0M0.04%Share
38Kovack Advisors, Inc.25,348$204.0M0.02%Share
39Golden State Wealth Management, LLC19,312$186.0M0.02%Share
40SWMG, LLC19,374$171.0M0.05%Share
41Wealthcare Advisory Partners LLC15,517$150.0M0.00%Share
42Belpointe Asset Management LLC15,093$145.0M0.01%Share
43Newbridge Financial Services Group, Inc.15,094$145.0M0.02%Share
44Rydar Equities, Inc.14,978$144.0M0.11%Share
45KINGSWOOD WEALTH ADVISORS, LLC14,599$141.0M0.01%Share
46Sowell Financial Services LLC13,763$133.0M0.00%Share
47Triumph Capital Management13,563$131.0M0.03%Share
48BridgePort Financial Solutions, LLC12,233$118.0M0.03%Share
49Bensler, LLC11,866$114.0M0.01%Share
50First Heartland Consultants, Inc.11,770$113.0M0.01%Share

CION Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025161$67.4B+57
Q3 2025104$84.6B-39
Q2 2025143$121.7B-27
Q1 2025170$134.5B+7
Q4 2024163$2.9T+35
Q3 2024128$15.9T-9
Q2 2024137$4.0T+5
Q1 2024132$3.6T—

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As of Q4 2025, 50 institutional investors hold CION (CION Investment Corporation). The largest holder is Invesco Ltd. with $12.2B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CION?

As of Q4 2025, 50 institutional investors report holding CION (CION Investment Corporation) in their 13F filings.

Who is the largest institutional holder of CION?

The largest institutional holder of CION is Invesco Ltd. with $12.2B in shares.

Is institutional ownership of CION increasing or decreasing?

This quarter, 11 institutions opened new positions in CION and 2 closed their positions.