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.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more funds holding
Funds holding: 39 → 42 (+3)
1.4% more ownership
Funds ownership: 14.99% → 16.4% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $35.3M → $34.9M (-$402K)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.42M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.55M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$408K |
| 4 |
CF
CDC Financial
Chicago,
Illinois
|
+$330K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$682K |
| 2 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$534K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$358K |
| 4 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$268K |
| 5 |
Millennium Management
New York
|
-$260K |
LIEN Hedge Fund Activity: Q1 2026 in Review
42 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Chicago Atlantic BDC (LIEN) for Q1 2026, worth a combined $34.9M — down 1.1% from $35.3M 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 BlackRock, cutting an estimated $682K.
- 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 1.1% 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 BlackRock, an estimated $682K sold.
Based on aggregated 13F filings for Q1 2026.