Chicago Atlantic BDC
LIEN
4 hedge funds and large institutions have $9.16M invested in Chicago Atlantic BDC in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.03% less ownership
Funds ownership: 3.58% → 3.55% (-0.03%)
8% less capital invested
Capital invested by funds: $9.95M → $9.16M (-$789K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$579K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$17.8K |
| 3 |
Morgan Stanley
New York
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICM
1
Intrepid Capital Management
Jacksonville Beach,
Florida
| $8.54M | – | – | – |
|
|
TI
2
Tidal Investments
Milwaukee,
Wisconsin
| $488K | +$505K | +43,225 | New |
|
|
OSAM
3
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $131K | -$17.8K | -1,520 | -12% |
|
|
4
Morgan Stanley
New York
| $17 | -$12 | -1 | -50% |
|
|
PCM
5
Penserra Capital Management
Orinda,
California
| – | -$579K | -47,544 | Closed |
|
LIEN Hedge Fund Activity: Q1 2025 in Review
4 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic BDC (LIEN) for Q1 2025, worth a combined $9.16M — down 7.9% from $9.95M a quarter earlier.
Fund positioning in LIEN was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $505K. The largest seller was Penserra Capital Management, exiting entirely with an estimated $579K sold.
- 4 institutional investors held Chicago Atlantic BDC (LIEN) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $9.16M of Chicago Atlantic BDC stock for Q1 2025, down 7.9% quarter-over-quarter.
- 1 fund opened new Chicago Atlantic BDC positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Chicago Atlantic BDC buyer in Q1 2025 was Tidal Investments, an estimated $505K added.
- The largest Chicago Atlantic BDC seller in Q1 2025 was Penserra Capital Management, an estimated $579K sold.
Based on aggregated 13F filings for Q1 2025.