CION InvestmentCION
About: CION Invt Corp is an externally managed, non-diversified, closed-end management investment company that has elected to be regulated as a business development company. The Company's portfolio is comprised of investments in senior secured debt, including first lien loans, second lien loans, and unitranche loans, and, to a lesser extent, collateralized securities, structured products and other similar securities, unsecured debt, and equity, of private and thinly-traded U.S. middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation for investors.
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
17% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
0.07% less ownership
Funds ownership: 36.38% [Q1] → 36.32% (-0.07%) [Q2]
8% less capital invested
Capital invested by funds: $200M [Q1] → $183M (-$16.2M) [Q2]
8% less funds holding
Funds holding: 170 [Q1] → 156 (-14) [Q2]
40% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 25
44% less call options, than puts
Call options by funds: $118K | Put options by funds: $211K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Wells Fargo Finian O'Shea | 21%downside $8.50 | Underweight Maintained | 12 Aug 2025 |
Financial journalist opinion
Based on 8 articles about CION published over the past 30 days
