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LIEN

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
29
Holders Change
+25
Holders Change %
+625%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$2.78M
2
BMCM
Black Maple Capital Management
Wisconsin
+$1.89M
3
CCM
Condor Capital Management
New Jersey
+$1.84M
4
AWM
Apollon Wealth Management
South Carolina
+$1.06M
5
Brown Advisory
Brown Advisory
Maryland
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$131K
2
TI
Tidal Investments
Wisconsin
-$49K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1
Intrepid Capital Management
Florida
$7.86M +$32.2K +3,118 +0.4%
Corient Private Wealth
2
Corient Private Wealth
Florida
$2.78M +$2.78M +269,031 New
BMCM
3
Black Maple Capital Management
Wisconsin
$1.9M +$1.89M +183,668 New
CCM
4
Condor Capital Management
New Jersey
$1.84M +$1.84M +178,138 New
AWM
5
Apollon Wealth Management
South Carolina
$1.06M +$1.06M +102,368 New
Brown Advisory
6
Brown Advisory
Maryland
$1.04M +$1.04M +100,955 New
IAN
7
Integrated Advisors Network
Texas
$975K +$972K +94,187 New
NFC
8
Northeast Financial Consultants
Connecticut
$851K +$848K +82,192 New
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$619K +$617K +59,774 New
WCP
10
Wick Capital Partners
Pennsylvania
$613K +$61.9K +6,000 New
Citadel Advisors
11
Citadel Advisors
Florida
$417K +$416K +40,326 New
TI
12
Tidal Investments
Wisconsin
$398K -$49K -4,752 -11%
SHA
13
Seneca House Advisors
Virginia
$367K +$366K +35,491 New
RWM
14
Ritholtz Wealth Management
New York
$361K +$360K +34,911 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$315K +$314K +30,424 New
TPWM
16
Twelve Points Wealth Management
Massachusetts
$272K +$271K +26,233 New
HighTower Advisors
17
HighTower Advisors
Illinois
$208K +$207K +20,112 New
FWP
18
Firethorn Wealth Partners
Georgia
$201K +$200K +19,415 New
Millennium Management
19
Millennium Management
New York
$185K +$184K +17,829 New
HF
20
HRT Financial
New York
$173K +$173K +16,763 New
MFIM
21
Mesirow Financial Investment Management
Illinois
$129K +$128K +12,433 New
Mariner
22
Mariner
Kansas
$125K +$125K +12,100 New
XT
23
XTX Topco
Cayman Islands
$112K +$111K +10,776 New
WHG
24
Westwood Holdings Group
Texas
$111K +$111K +10,737 New
SMA
25
Sage Mountain Advisors
Georgia
$106K +$106K +10,251 New
1
2

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.