Chicago Atlantic BDC
LIEN
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.
2,500% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 1
625% more funds holding
Funds holding: 4 → 29 (+25)
153% more capital invested
Capital invested by funds: $9.16M → $23.2M (+$14M)
6.02% more ownership
Funds ownership: 3.55% → 9.57% (+6%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$2.78M |
| 2 |
BMCM
Black Maple Capital Management
Milwaukee,
Wisconsin
|
+$1.89M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$1.84M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.06M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$131K |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
26
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $106K | +$106K | +10,278 | New |
|
27
UBS Group
Zurich,
Switzerland
| $9.73K | +$9.7K | +940 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$8.83K | +856 | New |
|
29
Morgan Stanley
New York
| $11 | – | – | – |
|
|
OSAM
30
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$131K | -11,570 | Closed |
|
LIEN Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic BDC (LIEN) for Q2 2025, worth a combined $23.2M — up 153% from $9.16M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LIEN positions and 1 closed out — a net gain of 25 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $2.78M. The largest seller was O'Shaughnessy Asset Management, exiting entirely with an estimated $131K sold.
- 29 institutional investors held Chicago Atlantic BDC (LIEN) as of Q2 2025, up from 4 in Q1 2025.
- Funds reported $23.2M of Chicago Atlantic BDC stock for Q2 2025, up 153% quarter-over-quarter.
- 26 funds opened new Chicago Atlantic BDC positions in Q2 2025 and 1 closed out, a net change of +25 holders.
- The largest Chicago Atlantic BDC buyer in Q2 2025 was Corient Private Wealth, an estimated $2.78M added.
- The largest Chicago Atlantic BDC seller in Q2 2025 was O'Shaughnessy Asset Management, an estimated $131K sold.
Based on aggregated 13F filings for Q2 2025.