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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -238,823 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Independent Financial Group, Llc | Sell | -63,333 | -21.9% | 226,349 | $2.19M | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +962 | — | 962 | $9.30K | Q4 2025 | May 12, 2026 |
| Capital Asset Managemnet, Llc | Buy | +10,821 | — | 10,821 | $104.64K | Q4 2025 | Apr 07, 2026 |
| Virtu Financial Llc | Buy | +19,921 | — | 19,921 | $193.00K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +3,061 | — | 3,061 | $29.60K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,000 | — | 2,000 | $19.34K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +171,520 | — | 171,520 | $1.66M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +13,243 | — | 13,243 | $128.06K | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, Llc | Buy | +740,833 | — | 740,833 | $7.16M | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, Llc | Buy | +612,635 | — | 612,635 | $5.92M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +485,483 | — | 485,483 | $4.69M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +198,200 | — | 198,200 | $1.92M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +195,411 | — | 195,411 | $1.89M | Q4 2025 | Feb 17, 2026 |
| Sherman Porfolios, Llc | Buy | +193,758 | — | 193,758 | $1.87M | Q4 2025 | Feb 17, 2026 |
| Tudor Investment Corp Et Al | Buy | +189,494 | — | 189,494 | $1.83M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +142,067 | — | 142,067 | $1.37M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +133,837 | — | 133,837 | $1.29M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +99,531 | — | 99,531 | $962.47K | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment Lp | Buy | +84,183 | — | 84,183 | $814.05K | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, Llc | Buy | +74,429 | — | 74,429 | $719.73K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +65,595 | — | 65,595 | $634.30K | Q4 2025 | Feb 17, 2026 |
| Apollo Management Holdings, L.P. | Buy | +63,262 | — | 63,262 | $611.75K | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +51,374 | — | 51,374 | $496.79K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +51,174 | — | 51,174 | $494.85K | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +40,468 | — | 40,468 | $391.33K | Q4 2025 | Feb 17, 2026 |
| Nverses Capital, Llc | Buy | +34,892 | — | 34,892 | $337.40K | Q4 2025 | Feb 17, 2026 |
| Jump Financial, Llc | Buy | +32,013 | — | 32,013 | $309.57K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +31,909 | — | 31,909 | $308.56K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +26,354 | — | 26,354 | $255.00K | Q4 2025 | Feb 17, 2026 |
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.
Related CION Institutional Insights
- CION Overview
- CION 13F Institutional Holders
- CION Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CION Insider Trading & SEC Form 4 Activity
- CION Articles
- Top Institutional Investor Stock Rankings