Cion Invt Corp (CION): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Cion Invt Corp (CION) following the 2026 Q1 hedge fund 13F filings?

As of today, CION has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), CION gained +0.3% vs +1220.3% 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.

Cion Invt Corp (CION)

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

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 173 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 buying79 selling

Last quarter: 79 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: 16 → 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%

-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 → 16 → 19 → 29 → 27 new funds/Q

New funds entering each quarter: 16 → 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 — 30% AUM from major funds

30% from top-100 AUM funds

20 of 158 holders rank in the top 100 by AUM, accounting for 30% 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.

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

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

-2

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.5

0.0

Bullish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	2.36%	1,538,071	$10.5M
2	Legacy Wealth Managment, LLC/ID	0.71%	208,062	$1.4M
3	North Ground Capital	0.62%	75,000	$513K
4	Callodine Capital Management, LP	0.29%	612,388	$4.2M
5	nVerses Capital, LLC	0.24%	38,781	$265K
6	Closed-End Fund Advisors, Inc.	0.24%	34,407	$235K
7	Adapt Wealth Advisors, LLC	0.24%	95,767	$655K
8	Pinkerton Wealth, LLC	0.20%	228,636	$2.2M
9	Endowment Wealth Management, Inc.	0.20%	66,400	$454K
10	Alpine Global Management, LLC	0.20%	194,060	$1.3M
11	Virtus Investment Advisers, LLC	0.17%	89,408	$612K
12	Berger Financial Group, Inc	0.16%	406,899	$2.8M
13	TT Capital Management LLC	0.15%	25,832	$177K
14	Capital Asset Managemnet, LLC	0.12%	10,821	$105K
15	Financial Gravity Asset Management, Inc.	0.10%	85,834	$587K
16	Rydar Equities, Inc.	0.08%	15,326	$105K
17	A&I Financial Services, LLC	0.08%	24,902	$170K
18	Sherman Porfolios, LLC	0.08%	143,122	$979K
19	BlueChip Wealth Advisors LLC	0.07%	24,676	$169K
20	Hennion & Walsh Asset Management, Inc.	0.07%	317,252	$2.2M
21	GatePass Capital, LLC	0.07%	22,500	$154K
22	Innovative Asset Advisors Group, LLC	0.06%	14,418	$99K
23	Doliver Advisors, LP	0.06%	36,000	$246K
24	LGT Financial Advisors LLC	0.05%	1,542	$11K
25	Trivium Point Advisory, LLC	0.05%	41,959	$287K

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: 79 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 — 30% AUM from major funds: 20 of 158 holders rank in the top 100 by AUM, accounting for 30% 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 Q1 hedge fund 13F filings?

As of today, CION has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), CION has gained +0.3% vs +1220.3% 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.

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Cion Invt Corp (CION)

Smart Money Signals — CION

Selling streak — 1 quarter in a row

High ownership — 91% of 3.0Y peak

Outflows — 8% fewer funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~27 new funds per quarter

61% of holders stayed for 2+ years

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

Acceleration phase — new buyers rushing in

Veteran-anchored — 63% veterans vs 22% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — CION

Hedge Fund Ownership: CION

Market Analysis: CION

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CION

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

Hedge Fund Positioning: CION

Statistics: CION

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Cion Invt Corp (CION)

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