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CION Investment Corp

CION
Exchange
NYSE
SEC CIK
0001534254

No open-market purchases or sales by CION Investment Corp insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.

Other share classesCICBCICC

Q1 2025 vs. Q4 2024

How the institutions holding CION Investment Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of CION: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders17741730
Shares19.5M119.3K19.7M+342.1K (+1.8%)
Value$222.0M$1.36M$203.7M−$16.9M (−7.7%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held CION Investment Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to CION in Q1 2025
InstitutionSharesValue% of portfolio
Sofos Investments, Inc.97,281$1.01M0.22%
Virtus Investment Advisers, Inc.90,249$934.1K0.25%
Tudor Investment Corp Et Al89,388$925.2K0.01%
Alpine Global Management, LLC88,836$919.5K0.24%
Redhawk Wealth Advisors, Inc.65,718$680.2K0.09%
Magnetar Financial LLC50,023$517.7K0.01%
Stifel Financial Corp42,655$441.5K0.00%
Marex Group plc35,184$364.2K0.01%
Citadel Advisors LLC31,557$326.6K0.00%
Millennium Management LLC27,349$283.1K0.00%
Avantax Advisory Services, Inc.26,147$270.6K0.00%
SeaCrest Wealth Management, LLC25,538$264.3K0.03%
Buckingham Strategic Partners20,427$211.4K0.00%
Merit Financial Group, LLC19,803$205.0K0.00%
Symmetry Partners, LLC18,559$192.1K0.03%
Omers Administration Corp13,700$141.8K0.00%
Leigh Baldwin & Co., LLC13,259$137.2K0.11%
Elevatus Welath Management11,099$114.9K0.07%
Wealth Preservation Advisors, LLC3,061$31.7K0.02%
Hollencrest Capital Management3,000$31.1K0.00%
Quarry LP2,570$26.6K0.01%
Assetmark, Inc1,004$10.4K0.00%
Simplex Trading, LLC930$9.00K0.00%
First Horizon Advisors, Inc.153$1.58K0.00%
Fifth Third Bancorp80$8280.00%

Sold out (25)

Institutions that held CION Investment Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of CION in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Acadian Asset Management LLC468,613$5.34M
Virtus ETF Advisers LLC81,660$930.9K
D. E. Shaw & Co., Inc.75,582$861.6K
Eagle Global Advisors LLC23,820$271.5K
HRT Financial LP22,798$259.0K
Jane Street Group, LLC21,305$242.9K
Northern Trust Corp21,100$240.5K
Beacon Pointe Advisors, LLC20,275$231.1K
Gsa Capital Partners LLP13,384$153.0K
Entropy Technologies, LP12,083$137.7K
First Heartland Consultants, Inc.11,951$136.2K
Dynamic Technology Lab Private Ltd11,111$127.0K
GWN Securities Inc.10,819$124.2K
Stratos Wealth Partners, LTD.10,535$120.1K
Aquatic Capital Management LLC8,992$102.5K
Quantbot Technologies LP8,421$96.0K
Proequities, Inc.6,364$73.6K
Ameriflex Group, Inc.4,681$54.9K
CIBC Private Wealth Group, LLC4,000$44.3K
Tower Research Capital LLC (TRC)2,908$33.2K
Nomura Asset Management Co Ltd1,998$22.8K
Tucker Asset Management LLC590$6.73K
Skopos Labs, Inc.418$4.77K
Richard W. Paul & Associates, LLC285$3.25K
National Bank of Canada66$752

Not filed for Q1 2025 yet (4)

Institutions that held CION Investment Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CION in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Financial Gravity Companies, Inc.97,281$1.11M
Global Retirement Partners, LLC12,998$148.2K
Legacy Investment Solutions, LLC8,486$98.7K
RE Dickinson Investment Advisors, LLC538$6.10K