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CION Investment Ownership | Who Owns CION Investment?

OverviewRevenueFinancialsChartTranscripts

CION Investment Ownership Summary

CION Investment is owned by 25.99% institutional investors, 0.79% insiders, and 73.23% retail investors. Bulldog investors, llp is the largest institutional shareholder, holding 3.15% of CION shares. VanEck BDC Income ETF is the top mutual fund, with 2.20% of its assets in CION Investment shares.

CION Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCION Investment25.99%0.79%73.23%
SectorFinancial Services Stocks 29.46%14.51%56.04%
IndustryAsset Management Stocks24.71%8.62%66.67%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Bulldog investors, llp1.68M3.15%$19.19M
Van eck associates1.33M2.49%$15.16M
Morgan stanley1.13M2.10%$13.70M
Invesco1.04M1.95%$11.88M
Lpl financial936.66K1.74%$11.35M
Cambridge investment research advisors905.92K1.70%$10.33M
Wells fargo & company/mn722.20K1.35%$8.23M
Pinkerton retirement specialists695.02K1.29%$8.42M
Private advisor group667.92K1.25%$7.61M
Two sigma advisers, lp566.40K1.06%$6.46M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bulldog investors, llp1.68M5.01%$19.19M
Pinkerton retirement specialists695.02K1.29%$8.42M
Callodine capital management, lp500.00K1.18%$5.70M
Alpine global management383.63K1.03%$4.37M
Redmont wealth advisors44.10K0.87%$502.75K
Strong tower advisory services205.94K0.61%$2.35M
Acorn financial advisory services inc /adv253.70K0.48%$2.89M
Endowment wealth management59.85K0.46%$682.31K
Ai financial services33.86K0.38%$386.00K
Hennion & walsh asset management504.41K0.26%$5.75M

Top Buyers

HolderShares% AssetsChange
Invesco1.04M0.00%1.04M
Wells fargo & company/mn722.20K0.00%711.97K
Bulldog investors, llp1.68M5.01%646.60K
Morgan stanley1.13M0.00%522.71K
Kestra advisory services531.48K0.03%206.18K

Top Sellers

HolderShares% AssetsChange
International assets investment management66.97K0.06%-804.11K
Wealthfront advisers---605.15K
Punch & associates investment management---556.21K
Wealthplan partners---528.46K
Millennium management---180.89K

New Positions

HolderShares% AssetsChangeValue
Invesco1.04M0.00%1.04M$11.88M
Raymond james financial150.09K0.00%150.09K$1.71M
Consolidated portfolio review36.61K0.07%36.61K$417.35K
Ai financial services33.86K0.38%33.86K$386.00K
Winthrop advisory group17.09K0.02%17.09K$194.77K

Sold Out

HolderChange
National bank of canada /fi/-66.00
Simplex trading-103.00
Nbc securities-165.00
Wealthcollab-232.00
Richard w. paul & associates-285.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024133-23.12%13,886,619-23.26%252.27%62-22.50%42-25.00%
Sep 30, 2024170-4.49%18,060,1715.37%333.35%78-4.88%56-5.08%
Jun 30, 2024177-17,117,895-5.98%312.82%81-7.95%599.26%
Mar 31, 2024177-2.75%18,207,1974.58%333.29%88-54-10.00%
Dec 31, 20231828.33%17,409,518-3.49%312.94%8827.54%60-9.09%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
VanEck BDC Income ETF1.17M2.20%-
Invesco KBW High Dividend Yld Fincl ETF993.55K1.87%-
Special Opportunities Fund Inc909.62K1.72%10.40K
Special Opportunities Fund909.62K1.71%10.40K
High Income Securities617.72K1.16%-
iShares Listed Private Eq ETF USD Dist304.89K0.57%-
Putnam BDC Income ETF161.43K0.30%-214.99K
BankInvest Børsnoterede Alt. Akk. W130.41K0.25%32.27K
Alternative Credit Income I120.80K0.23%-
Virtus Private Credit ETF82.44K0.16%-

Recent Insider Transactions

DateNameRoleActivityValue
May 16, 2025Breakstone Robert A-Buy$4.86K
May 12, 2025Gatto Mark Co-Chairman & Co-CEOBuy$20.00K
May 12, 2025Reisner Michael A Co-Chairman & Co-CEOBuy$4.99K
Mar 31, 2025BRESNER GREGG A. President & CIOBuy$10.41K
Apr 01, 2025BRESNER GREGG A. President & CIOBuy$10.48K

Insider Transactions Trends

DateBuySell
2025 Q23-
2025 Q19-
2024 Q45-
2024 Q37-
2024 Q26-

CION Ownership FAQ

Who Owns CION Investment?

CION Investment shareholders are primarily institutional investors at 25.99%, followed by 0.79% insiders and 73.22% retail investors. The average institutional ownership in CION Investment's industry, Asset Management Stocks, is 24.71%, which CION Investment exceeds.

Who owns the most shares of CION Investment?

CION Investment’s largest shareholders are Bulldog investors, llp (1.68M shares, 3.15%), Van eck associates (1.33M shares, 2.49%), and Morgan stanley (1.13M shares, 2.10%). Together, they hold 7.73% of CION Investment’s total shares outstanding.

Does Blackrock own CION Investment?

BlackRock is not among the top 10 institutional shareholders of CION Investment.

Who is CION Investment’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is CION Investment’s biggest shareholder by percentage of total assets invested, with 5.01% of its assets in 1.68M CION Investment shares, valued at 19.19M$.

Who is the top mutual fund holder of CION Investment shares?

VanEck BDC Income ETF is the top mutual fund holder of CION Investment shares, with 2.20% of its total shares outstanding invested in 1.17M CION Investment shares.

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