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CION Investment (CION) Institutional Ownership

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$9.33 +0.20 (+2.20%)
Closing price 10/13/2025 03:58 PM Eastern
Extended Trading
$9.32 -0.01 (-0.08%)
As of 08:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for CION Investment (NYSE:CION)

Current
Institutional Ownership
Percentage
32.01%
Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$91.06M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$27.50M
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CION Institutional Buying and Selling by Quarter

CION Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025 Cooper Financial Group49,197$466K0.1%-3.3%0.094%
9/30/2025 Rydar Equities Inc.13,942$133K0.1%N/A0.027%
9/22/2025GatePass Capital LLC27,000$258K0.2%-37.2%0.052%
9/4/2025Osaic Holdings Inc.259,295$2.50M0.0%+8.1%0.498%
8/27/2025Orion Porfolio Solutions LLC17,831$171K0.0%-21.6%0.034%
8/22/2025TT Capital Management LLC34,416$329K0.1%+11.0%0.066%
8/19/2025Cape Investment Advisory Inc.14,045$134K0.0%-6.6%0.027%
8/18/2025Geneos Wealth Management Inc.8,802$84K0.0%+21.7%0.017%
8/15/2025Orion Porfolio Solutions LLC17,831$171K0.0%-21.6%0.034%
8/15/2025Great Valley Advisor Group Inc.12,643$121K0.0%N/A0.024%
8/15/2025Brevan Howard Capital Management LP80,285$768K0.0%N/A0.154%
8/15/2025Ameriprise Financial Inc.49,018$469K0.0%+20.0%0.094%
8/14/2025Raymond James Financial Inc.182,218$1.74M0.0%+4.3%0.350%
8/14/2025Diversify Wealth Management LLC132,850$1.27M0.1%-14.1%0.255%
8/14/2025Transce3nd LLC5,875$56K0.0%-21.6%0.011%
8/14/2025Callodine Capital Management LP550,000$5.26M0.5%+10.0%1.056%
8/14/2025Cerity Partners LLC24,064$230K0.0%-6.2%0.046%
8/13/2025StoneX Group Inc.22,031$211K0.0%+18.0%0.042%
8/13/2025Invesco Ltd.1,343,185$12.85M0.0%+33.6%2.579%
8/13/2025Pinkerton Wealth LLC461,725$4.42M0.5%-3.5%0.886%
8/13/2025Beacon Pointe Advisors LLC11,346$109K0.0%N/A0.022%
8/13/2025Quantbot Technologies LP29,665$284K0.0%N/A0.057%
8/13/2025Virtus Investment Advisers LLC109,146$1.05M0.4%+20.9%0.210%
8/12/2025Advisors Asset Management Inc.219,520$2.10M0.0%+63.0%0.421%
8/12/2025XTX Topco Ltd21,618$207K0.0%N/A0.042%
8/12/2025JPMorgan Chase & Co.14,015$134K0.0%-74.4%0.027%
8/11/2025LSV Asset Management186,600$1.79M0.0%+18.0%0.354%
8/11/2025PAX Financial Group LLC13,662$131K0.0%-44.5%0.026%
8/8/2025Financial Gravity Companies Inc.97,634$934K0.1%N/A0.185%
8/8/2025Collaborative Wealth Managment Inc.19,402$186K0.1%-8.2%0.037%
8/8/2025Cetera Investment Advisers247,703$2.37M0.0%-2.1%0.470%
8/8/2025Creative Planning23,905$229K0.0%-44.2%0.045%
8/6/2025AE Wealth Management LLC33,123$317K0.0%+3.3%0.063%
8/6/2025Legacy Investment Solutions LLC7,711$74K0.0%N/A0.015%
8/6/2025Wedbush Securities Inc.20,400$195K0.0%+24.8%0.039%
8/6/2025Golden State Wealth Management LLC18,856$180K0.0%+88.0%0.036%
8/5/2025Sigma Planning Corp342,566$3.28M0.1%+1.3%0.650%
8/4/2025Simon Quick Advisors LLC25,526$244K0.0%+8.1%0.048%
8/4/2025Spire Wealth Management3,931$38K0.0%-75.8%0.007%
8/4/2025Arkadios Wealth Advisors329,379$3.15M0.1%+3.3%0.625%
8/4/2025Daymark Wealth Partners LLC10,283$98K0.0%N/A0.020%
8/1/2025Y Intercept Hong Kong Ltd63,351$606K0.0%+381.2%0.120%
8/1/2025Envestnet Asset Management Inc.199,905$1.91M0.0%+98.8%0.379%
7/31/2025Whipplewood Advisors LLC52,245$500K0.3%+208,880.0%0.099%
7/30/2025Strategic Blueprint LLC48,293$462K0.0%-6.4%0.092%
7/30/2025BlueChip Wealth Advisors LLC52,976$507K0.2%+3.1%0.101%
7/29/2025International Assets Investment Management LLC64,996$622K0.0%-3.0%0.123%
7/29/2025Koshinski Asset Management Inc.32,788$314K0.0%-3.9%0.062%
7/28/2025Acorn Financial Advisory Services Inc. ADV267,634$2.56M0.4%+5.5%0.508%
7/25/2025Endowment Wealth Management Inc.63,830$611K0.3%+6.2%0.121%
7/25/2025Concurrent Investment Advisors LLC51,286$491K0.0%+19.3%0.097%
7/25/2025Apollon Wealth Management LLC69,707$667K0.0%+28.0%0.132%
7/24/2025Strong Tower Advisory Services198,777$1.90M0.4%+3.9%0.377%
7/23/2025Winthrop Advisory Group LLC11,493$110K0.0%-32.7%0.022%
7/23/2025Kingswood Wealth Advisors LLC14,599$140K0.0%-66.7%0.028%
7/22/2025Belpointe Asset Management LLC15,946$153K0.0%+10.3%0.030%
7/22/2025Wealthcare Advisory Partners LLC28,979$277K0.0%+40.8%0.055%
7/22/2025Berger Financial Group Inc487,404$4.66M0.3%+27.6%0.925%
7/18/2025Consolidated Portfolio Review Corp40,973$392K0.1%-2.5%0.078%
7/18/2025 Cooper Financial Group50,895$487K0.1%-3.6%0.097%
7/17/2025Symmetry Partners LLC40,376$386K0.0%+117.6%0.077%
7/17/2025Beacon Capital Management LLC33,404$320K0.0%+7.7%0.063%
7/14/2025A&I Financial Services LLC28,743$275K0.2%-6.6%0.055%
7/11/2025SeaCrest Wealth Management LLC29,102$279K0.0%+14.0%0.055%
7/9/2025Triumph Capital Management14,619$140K0.0%-37.0%0.028%
5/20/2025Belpointe Asset Management LLC14,456$150K0.0%-12.2%0.027%
5/16/2025Advisors Asset Management Inc.134,665$1.39M0.0%+11.1%0.256%
5/15/2025Focus Partners Advisor Solutions LLC20,427$211K0.0%N/A0.039%
5/15/2025Royal Bank of Canada29,757$308K0.0%-21.0%0.056%
5/15/2025Alpine Global Management LLC88,836$919K0.2%-76.8%0.168%
5/15/2025Quarry LP2,570$27K0.0%N/A0.005%
5/15/2025Magnetar Financial LLC50,023$518K0.0%N/A0.094%
5/15/2025WPG Advisers LLC3,497$36K0.0%N/A0.007%
5/15/2025Trexquant Investment LP62,120$643K0.0%-20.5%0.117%
5/15/2025OMERS ADMINISTRATION Corp13,700$142K0.0%N/A0.026%
5/14/2025Wealth Preservation Advisors LLC3,061$32K0.0%N/A0.006%
5/14/2025North Ground Capital581,100$5.84M5.7%+37.8%1.096%
5/14/2025Kestra Advisory Services LLC314,514$3.26M0.0%-40.8%0.593%
5/14/2025BI Asset Management Fondsmaeglerselskab A S184,026$1.91M0.0%+37.0%0.347%
5/13/2025Elevatus Welath Management11,099$115K0.1%N/A0.021%
5/13/2025Gen Wealth Partners Inc11,298$117K0.0%-11.0%0.021%
5/13/2025Leigh Baldwin & CO. LLC13,259$137K0.1%N/A0.025%
5/13/2025Trivium Point Advisory LLC69,866$723K0.1%-8.1%0.132%
5/13/2025HighTower Advisors LLC39,500$409K0.0%+72.1%0.074%
5/12/2025Virtu Financial LLC19,259$199K0.0%-19.2%0.036%
5/12/2025Invesco Ltd.1,005,064$10.40M0.0%-3.6%1.895%
5/12/2025Berger Financial Group Inc381,926$3.95M0.3%+17.0%0.720%
5/12/2025Townsquare Capital LLC31,438$325K0.0%-7.2%0.059%
5/12/2025Founders Financial Alliance LLC24,677$255K0.1%+13.4%0.047%
5/9/2025Atria Wealth Solutions Inc.29,755$308K0.0%-59.5%0.056%
5/8/2025Harbour Investments Inc.15,660$162K0.0%-14.2%0.030%
5/8/2025Arkadios Wealth Advisors318,983$3.30M0.1%+8.9%0.602%
5/7/2025LPL Financial LLC992,946$10.28M0.0%+2.7%1.873%
5/6/2025Cetera Investment Advisers252,994$2.62M0.0%-2.6%0.477%
5/6/2025Avantax Advisory Services Inc.26,147$271K0.0%N/A0.049%
5/6/2025AE Wealth Management LLC32,079$332K0.0%+17.4%0.060%
5/6/2025Wedbush Securities Inc.16,350$169K0.0%+31.3%0.031%
5/6/2025Efficient Advisors LLC11,690$121K0.0%N/A0.022%
5/6/2025BlueChip Wealth Advisors LLC51,366$532K0.2%+48.4%0.097%
5/6/2025Y Intercept Hong Kong Ltd13,165$136K0.0%-8.5%0.025%
(Data available from 1/1/2016 forward)

CION Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CION shares?

During the previous two years, 192 institutional investors and hedge funds held shares of CION Investment. The most heavily invested institutionals were Bulldog Investors LLP ($19.19M), Punch & Associates Investment Management Inc. ($17.23M), Van ECK Associates Corp ($15.16M), Invesco Ltd. ($12.85M), LPL Financial LLC ($10.28M), Acadian Asset Management LLC ($8.43M), and Wells Fargo & Company MN ($8.23M).Learn more on CION Investment's institutional investors.

What percentage of CION Investment's stock is owned by institutional investors?

32.01% of CION Investment's stock is owned by institutional investors. Learn more on CION's institutional investor holdings.

Which institutional investors have been buying CION Investment's stock?

Of the 144 institutional investors that purchased CION Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.63M), Invesco Ltd. ($1.38M), WealthPlan Investment Management LLC ($936.14K), Alpine Global Management LLC ($717.14K), Wells Fargo & Company MN ($711.97K), Bulldog Investors LLP ($677.61K), and Private Advisor Group LLC ($659.59K).

How much institutional buying is happening at CION Investment?

Institutional investors have bought a total of 8,227,030 shares in the last 24 months. This purchase volume represents approximately $91.06M in transactions.

Which of CION Investment's major shareholders have been selling company stock?

Of the 72 institutional investors that sold CION Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($806.08K), Alpine Global Management LLC ($294.80K), Kestra Advisory Services LLC ($216.96K), Pinkerton Retirement Specialists LLC ($180.86K), Callodine Capital Management LP ($125.18K), Renaissance Technologies LLC ($68.91K), and Diversify Wealth Management LLC ($60.93K).

How much institutional selling is happening at CION Investment?

Institutional investors have sold a total of 2,510,750 shares in the last 24 months. This volume of shares sold represents approximately $27.50M in transactions.


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This page (NYSE:CION) was last updated on 10/14/2025 by MarketBeat.com Staff
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