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Chicago Atlantic BDC
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Overview Fund Trends Analyst Outlook Journalist POV

29 hedge funds and large institutions have $23.2M invested in Chicago Atlantic BDC in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.78M
2
+$1.9M
3
+$1.84M
4
AWM
Apollon Wealth Management
South Carolina
+$1.06M
5
Brown Advisory
Brown Advisory
Maryland
+$1.04M

Top Sellers

1
-$131K
2
-$49.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
26
Bernardo Wealth Planning
Pennsylvania
$106K
UBS Group
27
UBS Group
Switzerland
$9.73K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$9K
Morgan Stanley
29
Morgan Stanley
New York
$11
OSAM
30
O'Shaughnessy Asset Management
Connecticut
–
1
2