Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cion Invt Corp (CION)

158 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — CION

Based on 158 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CION positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
158 funds currently hold this stock — 91% of the 3.0-year high of 174 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 — 49% buying

77 buying80 selling
Last quarter: 80 funds reduced or exited vs 77 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.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 29 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 20% new
97 out of 158 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.
💎

Buying through price weakness — shares -13%, value -47%

Value
-46%
Shares
-13%
Last quarter: funds added -13% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

26 → 17 → 19 → 29 → 27 new funds/Q
New funds entering each quarter: 17 → 19 → 29 → 27. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 22% new
Entry-cohort mix of 161 holders: 101 (63%) are 2+ year veterans, 25 entered 1–2 years ago, and 35 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
19 of 158 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — CION

In 2026 Q1, 77 hedge funds were net buyers of CION (27 opened a new position, 50 added to an existing one), while 80 reduced or exited (51 trimmed, 29 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 31% of total institutional value in CION is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 158.

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.

Is It Too Late to Buy Cion Invt Corp (CION) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CION has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
CION
+19.3%
XLF
+8.5%

CION outperformed XLF by +10.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
CION
+0.0%
XLF
+0.0%

Since the filing became public, CION outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CION
2026 Q2 Stats Unlock in 4 days 158 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 158 159 -0.63%
13F Shares 17M 20M -13.35%
Total Value $103M $194M -46.7%
New Positions 27 29 -2
Increased Positions 49 42 +7
Closed Positions 28 22 +6
Reduced Positions 50 55 -5
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: CION

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

158 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CION holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 2.11% 1,538,071 $9.6M
2 Smh Capital Advisors Inc 0.36% 14,600 $91K
3 Legacy Wealth Managment, LLC/ID 0.31% 121,169 $755K
4 Callodine Capital Management, LP 0.27% 674,138 $4.2M
5 Closed-End Fund Advisors, Inc. 0.21% 34,430 $214K
6 Hopwood Nicholas Hunter 0.20% 62,138 $601K
7 Adapt Wealth Advisors, LLC 0.19% 92,197 $574K
8 Endowment Wealth Management, Inc. 0.17% 68,503 $427K
9 Alpine Global Management, LLC 0.16% 155,635 $970K
10 Virtus Investment Advisers, LLC 0.16% 108,061 $673K
11 Berger Financial Group, Inc 0.13% 404,493 $2.5M
12 TT Capital Management LLC 0.12% 25,312 $158K
13 Pinkerton Wealth, LLC 0.10% 163,035 $1.1M
14 Financial Gravity Companies, Inc. 0.08% 78,833 $491K
15 True Freedom Investing, LLC 0.08% 143,122 $979K
16 Essential Investment Partners LLC 0.07% 7,880 $76K
17 GatePass Capital, LLC 0.05% 22,500 $140K
18 A&I Financial Services, LLC 0.05% 19,510 $122K
19 Hennion & Walsh Asset Management, Inc. 0.05% 290,756 $1.8M
20 LGT Financial Advisors LLC 0.05% 1,542 $10K
21 BlueChip Wealth Advisors LLC 0.05% 20,594 $128K
22 BXM Wealth LLC 0.03% 10,190 $63K
23 Sigma Planning Corp 0.03% 200,157 $1.2M
24 Doliver Advisors, LP 0.03% 21,600 $135K
25 Arkadios Wealth Advisors 0.03% 322,360 $2.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CION positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CION?

More sellers than buyers — 49% buying: Last quarter: 80 funds reduced or exited vs 77 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 — 31% AUM from major funds: 19 of 158 holders rank in the top 100 by AUM, accounting for 31% 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?

61% of holders stayed for 2+ years: 97 out of 158 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.

Is it too late to buy Cion Invt Corp (CION) following the 2026 Q2 hedge fund 13F filings?

As of today, CION has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CION has gained +19.3% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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