CION INVESTMENT CORP (CION) Institutional Ownership Changes & 13F Activity

CION INVESTMENT CORP (CION). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Van Eck Associates Corp, Ubs Group Ag, Qube Research & Technologies Ltd, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-2,888-22.2%10,106$62.96KQ2 2026Sep 09, 2026
Empowered Funds, LlcSell-1,925-15.2%10,781$67.17KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,368,7251,368,725$8.53MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+268,242+27.7%1,236,397$7.70MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-155,759-57.7%113,967$710.01KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-145,757-82.8%30,327$188.94KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+113,949+203.6%169,916$1.06MQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+75,45275,452$470.07KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+70,56370,563$439.61KQ2 2026Aug 14, 2026
Callodine Capital Management, LpBuy+61,750+10.1%674,138$4.20MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-54,234-46.9%61,461$382.90KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+40,843+16.3%291,108$1.81MQ2 2026Aug 14, 2026
Alpine Global Management, LlcSell-38,425-19.8%155,635$969.61KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-35,933-10.3%312,707$1.95MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+35,349+105.1%68,994$430.00KQ2 2026Aug 14, 2026
Engineers Gate Manager LpBuy+23,897+170.2%37,935$236.34KQ2 2026Aug 14, 2026
Oxford Asset Management LlpBuy+22,67622,676$141.27KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-21,942-66.9%10,857$67.64KQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+20,59020,590$128.28KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-17,754-5.8%290,200$1.81MQ2 2026Aug 14, 2026
Nfsg CorpSell-10,396-68.9%4,698$29.27KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-10,000-70.2%4,253$26.50KQ2 2026Aug 14, 2026
Punch & Associates Investment Management, Inc.Buy+4,075+27.5%18,920$117.87KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-2,424-9.4%23,242$144.80KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,0382,038$12.70KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-646-2.9%21,864$136.21KQ2 2026Aug 14, 2026
Apollo Management Holdings, L.P.Buy+1+0.0%63,263$394.13KQ2 2026Aug 14, 2026
Ubs Group AgBuy+232,651+34.1%915,653$5.70MQ2 2026Aug 13, 2026
Morgan StanleyBuy+114,000+9.9%1,266,950$7.89MQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdSell-86,893-41.8%121,169$754.88KQ2 2026Aug 13, 2026
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Frequently asked questions about CION activity

  • Which institutional owners are buying CION?

    Institutional owners buying CION include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CION activity?

    "Buy" means an investor increased their reported position in CION compared to the prior reporting period. This reflects growing exposure to CION INVESTMENT CORP (CION) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CION increasing?

    Institutional interest in CION can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.