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Ci Investments Inc.

CIK:0001163648
Asset Manager
$110B AUM
1,293 holdings
Toronto, ON, Canada
Founded:1965
800 employees
Latest filing:Jun 30, 2025

CI Investments Inc. is one of Canada’s largest investment management firms, headquartered in Toronto, Ontario. The company, founded in 1965, is a subsidiary of CI Financial Corp., offering a range of investment solutions including mutual funds, ETFs, and alternative investments for individual investors, institutions, and financial advisors. With several hundred employees, CI Investments serves the Canadian market predominantly and manages a wide array of investment funds and strategies.

Investment Strategy

CI Investments Inc. manages a diversified suite of mutual funds, ETFs, segregated funds, and alternative investment vehicles. The firm utilizes both active and passive investment strategies, leveraging internal and external management teams to access public equities, fixed income, and alternative asset classes globally. Their approach combines fundamental research, quantitative analysis, and tactical asset allocation, providing clients with tailored investment solutions based on risk profile and investment goals.

Top Buys
I
IVVISHARES TR
+$429.4M
N
NVDANVIDIA CORPORATION
+$418.5M
M
MSFTMICROSOFT CORP
+$379.7M
A
AVGOBROADCOM INC
+$194.9M
M
METAMETA PLATFORMS INC
+$173.7M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$236.5M
A
AAPLAPPLE INC
-$137.1M
M
MRKMERCK & CO INC NEW
-$104.3M
S
SPYSPDR S&P 500 ETF TR
-$103.1M
L
LLYELI LILLY & CO
-$89.9M

Top Holdings

I
IVVISHARES TR
+17.0%$4.52B
M
MSFTMICROSOFT CORP
+5.4%$1.45B
N
NVDANVIDIA CORPORATION
+4.6%$1.24B
A
AMZNAMAZON COM INC
+3.7%$983.8M
M
METAMETA PLATFORMS INC
+3.1%$839.5M

Equity Positions (1,257)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR16.95%$4.52B7,277,282$522.36$620.90+$429.4M
M
MSFT
MICROSOFT CORP5.44%$1.45B2,914,064$177.34$497.41+$379.7M
N
NVDA
NVIDIA CORPORATION4.64%$1.24B7,836,537$34.49$157.99+$418.5M
A
AMZN
AMAZON COM INC3.69%$983.8M4,484,170$114.52$219.39+$99.1M
M
META
META PLATFORMS INC3.15%$839.5M1,137,371$277.02$738.09+$173.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+10.2%
SEMICONDUCTORS & RELATED DEVICES
+9.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.6%
SERVICES-BUSINESS SERVICES, NEC
+4.9%
REAL ESTATE INVESTMENT TRUSTS
+4.7%