CION Investment Ownership | Who Owns CION Investment?

Overview RevenueFinancials Chart Transcripts

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 2.21% of its assets in CION Investment shares.

CION Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CION Investment	25.99%	0.79%	73.23%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Bulldog investors, llp	1.68M	3.15%	$19.19M
Van eck associates	1.33M	2.49%	$15.16M
Morgan stanley	1.13M	2.10%	$13.70M
Invesco	1.04M	1.95%	$11.88M
Lpl financial	936.66K	1.74%	$11.35M
Cambridge investment research advisors	905.92K	1.70%	$10.33M
Wells fargo & company/mn	722.20K	1.35%	$8.23M
Pinkerton retirement specialists	695.02K	1.29%	$8.42M
Private advisor group	667.92K	1.25%	$7.61M
Wealthfront advisers	605.15K	1.13%	$16.96M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bulldog investors, llp	1.68M	5.01%	$19.19M
Pinkerton retirement specialists	695.02K	1.29%	$8.42M
Callodine capital management, lp	500.00K	1.18%	$5.70M
Alpine global management	383.63K	1.03%	$4.37M
Redmont wealth advisors	44.10K	0.87%	$502.75K
Strong tower advisory services	205.94K	0.61%	$2.35M
Acorn financial advisory services inc /adv	253.70K	0.48%	$2.89M
Endowment wealth management	59.85K	0.46%	$682.31K
Virtus etf advisers	81.66K	0.38%	$930.92K
Ai financial services	33.86K	0.38%	$386.00K

Top Buyers

Holder	Shares	% Assets	Change
Invesco	1.04M	0.00%	1.04M
Wells fargo & company/mn	722.20K	0.00%	711.97K
Bulldog investors, llp	1.68M	5.01%	646.60K
Wealthfront advisers	605.15K	0.05%	605.15K
Morgan stanley	1.13M	0.00%	522.71K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	66.97K	0.06%	-804.11K
Punch & associates investment management	-	-	-556.21K
Wealthplan partners	-	-	-528.46K
Millennium management	-	-	-180.89K
Callodine capital management, lp	500.00K	1.18%	-125.18K

New Positions

Holder	Shares	% Assets	Change	Value
Invesco	1.04M	0.00%	1.04M	$11.88M
Wealthfront advisers	605.15K	0.05%	605.15K	$16.96M
Raymond james financial	150.09K	0.00%	150.09K	$1.71M
Consolidated portfolio review	36.61K	0.07%	36.61K	$417.35K
Ai financial services	33.86K	0.38%	33.86K	$386.00K

Sold Out

Holder	Change
Simplex trading	-103.00
Nbc securities	-165.00
Wealthcollab	-232.00
Soa wealth advisors, llc.	-854.00
Camelot portfolios	-1.63K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	133	-23.12%	13,886,619	-23.26%	25	2.27%	62	-22.50%	42	-25.00%
Sep 30, 2024	170	-4.49%	18,060,171	5.37%	33	3.35%	78	-4.88%	56	-5.08%
Jun 30, 2024	177	-	17,117,895	-5.98%	31	2.82%	81	-7.95%	59	9.26%
Mar 31, 2024	177	-2.75%	18,207,197	4.58%	33	3.29%	88	-	54	-10.00%
Dec 31, 2023	182	8.33%	17,409,518	-3.49%	31	2.94%	88	27.54%	60	-9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
VanEck BDC Income ETF	1.17M	2.21%	-
Invesco KBW High Dividend Yld Fincl ETF	999.56K	1.89%	1.59K
Special Opportunities Fund	909.62K	1.71%	10.40K
High Income Securities	617.72K	1.16%	-
Putnam BDC Income ETF	376.42K	0.71%	-74.80K
iShares Listed Private Eq ETF USD Dist	232.11K	0.44%	-
Alternative Credit Income I	120.80K	0.23%	-
BankInvest Børsnoterede Alt. Akk. W	98.14K	0.19%	9.97K
Virtus Private Credit ETF	90.25K	0.17%	-
VanEck Global Listed Priv Crdt AUD H ETF	80.72K	0.15%	1.53K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 01, 2025	BRESNER GREGG A.	President & CIO	Buy	$10.48K
Mar 31, 2025	BRESNER GREGG A.	President & CIO	Buy	$10.41K
Mar 28, 2025	Reisner Michael A	Co-Chairman & Co-CEO	Buy	$5.12K
Mar 24, 2025	Breakstone Robert A	-	Buy	$5.38K
Mar 18, 2025	BRESNER GREGG A.	President & CIO	Buy	$21.44K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	1	-
2025 Q1	9	-
2024 Q4	5	-
2024 Q3	7	-
2024 Q2	6	-

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 33.12%, which CION Investment falls below.

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 2.21% of its total shares outstanding invested in 1.17M CION Investment shares.

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