D.E. Shaw & Co
CION icon

D.E. Shaw & Co’s CION Investment CION Stock Holding History

D.E. Shaw & Co’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.38M Buy
348,640
+249,109
+250% +$2.09M ﹤0.01% 2780
2025
Q4 		$962K Buy
+99,531
New +$959K ﹤0.01% 3566
2025
Q1 		– Sell
-75,582
Closed -$862K – 4313
2024
Q4 		$862K Buy
75,582
+62,594
+482% +$730K ﹤0.01% 3288
2024
Q3 		$155K Buy
+12,988
New +$157K ﹤0.01% 4207
2024
Q2 		– Sell
-60,040
Closed -$660K – 4517
2024
Q1 		$660K Buy
60,040
+9,152
+18% +$101K ﹤0.01% 3339
2023
Q4 		$576K Buy
+50,888
New +$541K ﹤0.01% 3447

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return