Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CION INVT CORP (CION)

159 + Investors. Track Smart Money conviction in CION. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — CION

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CION than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
157 funds currently hold this stock — 91% of the 3.0-year high of 172 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold CION compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

71 buying78 selling
Last quarter: 78 funds reduced or exited vs 71 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new CION position: 24 → 16 → 19 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 15% new
101 out of 157 hedge funds have held CION for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

28 → 24 → 16 → 19 → 29 new funds/Q
New funds entering each quarter: 24 → 16 → 19 → 29. A growing number of institutions are discovering CION each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Of 159 current holders: 105 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
12 of 157 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CION

How many hedge funds hold CION — quarterly history vs. share price
Quarterly hedge fund ownership of CION vs. share price

Market Analysis: CION

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CION

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CION
2026 Q1 Stats Unlock in 9 days 159 + Investors

Track Smart Money conviction in CION. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 159 150 6.0%
13F Shares 20M 20M 1.56%
Total Value $194M $187M 3.6%
New Positions 30 19 +11
Increased Positions 42 44 -2
Closed Positions 22 26 -4
Reduced Positions 56 51 +5
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CION

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

159 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CION. Verified SEC 13F-HR filings.

Top 25 institutional holders of CION — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 2.36% 1,538,071 $10.5M
2 Legacy Wealth Managment, LLC/ID 0.71% 208,062 $1.4M
3 PINKERTON WEALTH, LLC 0.20% 228,636 $2.2M
4 Endowment Wealth Management, Inc. 0.20% 66,400 $454K
5 Berger Financial Group, Inc 0.16% 406,899 $2.8M
6 Capital Asset Managemnet, LLC 0.12% 10,821 $105K
7 Financial Gravity Asset Management, Inc. 0.10% 85,834 $587K
8 Rydar Equities, Inc. 0.08% 15,326 $105K
9 A&I FINANCIAL SERVICES, LLC 0.08% 24,902 $170K
10 BlueChip Wealth Advisors LLC 0.07% 24,676 $169K
11 GatePass Capital, LLC 0.07% 22,500 $154K
12 DOLIVER ADVISORS, LP 0.06% 36,000 $246K
13 LGT Financial Advisors LLC 0.05% 1,542 $11K
14 Trivium Point Advisory, LLC 0.05% 41,959 $287K
15 EPG Wealth Management LLC 0.05% 25,311 $173K
16 AVISO WEALTH MANAGEMENT 0.05% 14,632 $100K
17 Sigma Planning Corp 0.04% 211,663 $1.4M
18 SWMG, LLC 0.04% 19,374 $133K
19 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% 70,091 $476K
20 Cooper Financial Group 0.03% 44,610 $305K
21 Private Advisor Group, LLC 0.03% 860,616 $5.9M
22 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% 186,522 $1.4M
23 Continuum Advisory, LLC 0.02% 37,229 $255K
24 BridgePort Financial Solutions, LLC 0.02% 12,233 $84K
25 Gen-Wealth Partners Inc 0.02% 9,500 $65K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CION INVT CORP (CION)

What does the Smart Money Trend signal show for CION?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CION than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CION?

More sellers than buyers — 48% buying: Last quarter: 78 funds reduced or exited vs 71 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CION holders?

Strong quality — 20% AUM from major funds: 12 of 157 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CION?

64% of holders stayed for 2+ years: 101 out of 157 hedge funds have held CION for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.