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LIEN

Chicago Atlantic BDC
LIEN

42 hedge funds and large institutions have $34.9M invested in Chicago Atlantic BDC in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more funds holding

Funds holding: 39 → 42 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.27% less ownership

Funds ownership: 16.67% → 16.4% (-0.27%)

11% less capital invested

Capital invested by funds: $39.3M → $34.9M (-$4.36M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
9
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.42M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.55M
3
VWM
Venturi Wealth Management
Texas
+$408K
4
CF
CDC Financial
Illinois
+$330K
5
Citadel Advisors
Citadel Advisors
Florida
+$281K

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$3.91M
2
BlackRock
BlackRock
New York
-$682K
3
SMA
Sage Mountain Advisors
Georgia
-$534K
4
Brown Advisory
Brown Advisory
Maryland
-$358K
5
WCP
Wick Capital Partners
Pennsylvania
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$195K -$260K -25,553 -55%
TI
27
Trexquant Investment
Connecticut
$188K +$205K +20,160 New
Brown Advisory
28
Brown Advisory
Maryland
$153K -$358K -35,205 -68%
TWP
29
Tyche Wealth Partners
Texas
$135K +$147K +14,500 New
IWA
30
Icon Wealth Advisors
Texas
$131K – – –
MFIM
31
Mesirow Financial Investment Management
Illinois
$116K – – –
FL
32
FreeGulliver LLC
Louisiana
$114K – – –
SRC
33
Sage Rhino Capital
California
$102K – – –
WHG
34
Westwood Holdings Group
Texas
$100K – – –
WS
35
Wedbush Securities
California
$100K +$109K +10,737 New
SW
36
SteelPeak Wealth
California
$99.5K – – –
BWP
37
Bernardo Wealth Planning
Pennsylvania
$96K – – –
TCM
38
Triumph Capital Management
Colorado
$41.7K +$12.2K +1,200 +39%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$28K – – –
UBS Group
40
UBS Group
Switzerland
$607 +$335 +33 +103%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$513 +$559 +55 New
Morgan Stanley
42
Morgan Stanley
New York
$18 -$10 -1 -50%
STA
43
Shade Tree Advisors
New York
– -$179K -17,360 Closed
MG
44
Mather Group
Illinois
– -$106K -10,215 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
– -$63.5K -6,146 Closed
VR
46
Vision Retirement
New Jersey
– -$4.13K -400 Closed
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
– -$2K -194 Closed
1
2

LIEN Hedge Fund Activity: Q1 2026 in Review

42 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic BDC (LIEN) for Q1 2026, worth a combined $34.9M — down 11% from $39.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LIEN positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $2.42M. The largest seller was Corient Private Wealth, cutting an estimated $3.91M.

  • 42 institutional investors held Chicago Atlantic BDC (LIEN) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $34.9M of Chicago Atlantic BDC stock for Q1 2026, down 11% quarter-over-quarter.
  • 8 funds opened new Chicago Atlantic BDC positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest Chicago Atlantic BDC buyer in Q1 2026 was JP Morgan Chase, an estimated $2.42M added.
  • The largest Chicago Atlantic BDC seller in Q1 2026 was Corient Private Wealth, an estimated $3.91M sold.

Based on aggregated 13F filings for Q1 2026.