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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Private Advisor Group, Llc, Alpine Global Management, Llc, Two Sigma Investments, Lp, Advisors Asset Management, Inc., and Two Sigma Advisers, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-238,823-100.0%0$0.00Q4 2025Aug 26, 2026
Independent Financial Group, LlcSell-63,333-21.9%226,349$2.19MQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+962—962$9.30KQ4 2025May 12, 2026
Capital Asset Managemnet, LlcBuy+10,821—10,821$104.64KQ4 2025Apr 07, 2026
Virtu Financial LlcBuy+19,921—19,921$193.00KQ4 2025Feb 23, 2026
Wealth Preservation Advisors, LlcBuy+3,061—3,061$29.60KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+2,000—2,000$19.34KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+171,520—171,520$1.66MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+13,243—13,243$128.06KQ4 2025Feb 18, 2026
Private Advisor Group, LlcBuy+740,833—740,833$7.16MQ4 2025Feb 17, 2026
Alpine Global Management, LlcBuy+612,635—612,635$5.92MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+485,483—485,483$4.69MQ4 2025Feb 17, 2026
Two Sigma Advisers, LpBuy+198,200—198,200$1.92MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+195,411—195,411$1.89MQ4 2025Feb 17, 2026
Sherman Porfolios, LlcBuy+193,758—193,758$1.87MQ4 2025Feb 17, 2026
Tudor Investment Corp Et AlBuy+189,494—189,494$1.83MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+142,067—142,067$1.37MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+133,837—133,837$1.29MQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+99,531—99,531$962.47KQ4 2025Feb 17, 2026
Trexquant Investment LpBuy+84,183—84,183$814.05KQ4 2025Feb 17, 2026
Virtus Investment Advisers, LlcBuy+74,429—74,429$719.73KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+65,595—65,595$634.30KQ4 2025Feb 17, 2026
Apollo Management Holdings, L.P.Buy+63,262—63,262$611.75KQ4 2025Feb 17, 2026
Millennium Management LlcBuy+51,374—51,374$496.79KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+51,174—51,174$494.85KQ4 2025Feb 17, 2026
Quadrature Capital LtdBuy+40,468—40,468$391.33KQ4 2025Feb 17, 2026
Nverses Capital, LlcBuy+34,892—34,892$337.40KQ4 2025Feb 17, 2026
Jump Financial, LlcBuy+32,013—32,013$309.57KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+31,909—31,909$308.56KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+26,354—26,354$255.00KQ4 2025Feb 17, 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.