Jim Simons
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Jim Simons’s CION Investment CION Stock Holding History

Jim Simons’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 		$1.86M Buy
271,800
+11,000
+4% +$92.4K ﹤0.01% 1939
2025
Q4 		$2.52M Sell
260,800
-46,700
-15% -$450K ﹤0.01% 1723
2025
Q3 		$2.92M Buy
307,500
+8,800
+3% +$88.8K ﹤0.01% 1814
2025
Q2 		$2.86M Sell
298,700
-278,600
-48% -$2.65M ﹤0.01% 1884
2025
Q1 		$5.98M Buy
577,300
+97,612
+20% +$1.13M 0.01% 1321
2024
Q4 		$5.47M Sell
479,688
-68,912
-13% -$804K 0.01% 1398
2024
Q3 		$6.53M Buy
548,600
+226,000
+70% +$2.73M 0.01% 1280
2024
Q2 		$3.91M Sell
322,600
-229,500
-42% -$2.71M 0.01% 1461
2024
Q1 		$6.07M Buy
552,100
+37,100
+7% +$409K 0.01% 1291
2023
Q4 		$5.83M Buy
515,000
+311,600
+153% +$3.31M 0.01% 1256
2023
Q3 		$2.15M Sell
203,400
-82,688
-29% -$895K ﹤0.01% 1820
2023
Q2 		$2.97M Sell
286,088
-94,112
-25% -$928K ﹤0.01% 1746
2023
Q1 		$3.75M Buy
380,200
+236,600
+165% +$2.48M 0.01% 1643
2022
Q4 		$1.4M Buy
143,600
+47,300
+49% +$459K ﹤0.01% 2315
2022
Q3 		$819K Buy
96,300
+23,200
+32% +$218K ﹤0.01% 2619
2022
Q2 		$636K Buy
73,100
+61,600
+536% +$662K ﹤0.01% 3004
2022
Q1 		$170K Buy
+11,500
New +$149K ﹤0.01% 3688

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.96B AUM 20.58% 1-Year Est. Return

Jim Simons's CION Position: Q1 2026 in Review

Jim Simons increased its CION Investment (CION) stake by 4.2% in Q1 2026, buying an estimated $92.4K and bringing the position to 271,800 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Jim Simons first reported a position in CION in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.53M in Q3 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Jim Simons held 271,800 shares of CION Investment worth $1.86M as of Q1 2026.
  • Jim Simons bought 11,000 CION Investment shares in Q1 2026, an estimated $92.4K.
  • CION Investment made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1939 holding.
  • Jim Simons first reported a position in CION Investment in Q1 2022 and has held it in 17 quarters since.
  • Jim Simons's CION Investment position peaked at $6.53M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.