REFI

Chicago Atlantic Real Estate Finance

108 hedge funds and large institutions have $96.8M invested in Chicago Atlantic Real Estate Finance in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

14% less capital invested

Capital invested by funds: $112M → $96.8M (-$15.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$291K
Puts
$99K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$63.9K
LC
77
Lindbrook Capital
California
$48.6K
SO
78
STRS Ohio
Ohio
$47K
LFG
79
Larson Financial Group
Missouri
$42.9K
Russell Investments Group
80
Russell Investments Group
United Kingdom
$40.4K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$26.8K
MCM
82
MAI Capital Management
Ohio
$22.1K
AIP
83
Ameritas Investment Partners
Nebraska
$19.9K
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$19K
Group One Trading
85
Group One Trading
Illinois
$14.7K
PA
86
Parallel Advisors
California
$12.3K
TRCT
87
Tower Research Capital (TRC)
New York
$9.1K
GI
88
GAMMA Investing
California
$9.05K
Citadel Advisors
89
Citadel Advisors
Florida
$8.78K
AB
90
Amalgamated Bank
New York
$8K
FFA
91
Farther Finance Advisors
California
$7.84K
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.35K
WIM
93
Westside Investment Management
California
$7.35K
CAL
94
Capital Advisors Ltd
Ohio
$7K
SCM
95
Sterling Capital Management
North Carolina
$4.41K
A
96
AlphaQuest
New York
$4.41K
FFO
97
Fortitude Family Office
Arizona
$3.66K
HNB
98
Huntington National Bank
Ohio
$3.38K
EWA
99
EverSource Wealth Advisors
Alabama
$3.15K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$3K