Who Owns Chicago Atlantic BDC, Inc. (LIEN)?Hedge Fund & Institutional Holders
Institutional Holders
37
as of Q4 2025
Total Institutional Value
$7.843493939542768e+88T
% of Float Held
—
QoQ Change in Holders
+15 / -4
Price History
LIEN — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sowell Financial Services LLC | New Position | +478K | +$4.9M |
| Sage Mountain Advisors LLC | New Position | +268K | +$2.8M |
| LVM CAPITAL MANAGEMENT LTD/MI | New Position | +161K | +$1.7M |
| CDC Financial, Inc. | New Position | +127K | +$1.3M |
| BlackRock, Inc. | New Position | +138K | +$1.0M |
| Apollon Wealth Management, LLC | New Position | +78K | +$803K |
| RITHOLTZ WEALTH MANAGEMENT | New Position | +35K | +$358K |
| Twelve Points Wealth Management LLC | New Position | +26K | +$272K |
| Shade Tree Advisors LLC | New Position | +17K | +$179K |
| Closed-End Fund Advisors, Inc. | New Position | +13K | +$131K |
| SAGE RHINO CAPITAL LLC | New Position | +11K | +$112K |
| SteelPeak Wealth, LLC | New Position | +10K | +$109K |
| Bernardo Wealth Planning LLC | New Position | +10K | +$106K |
| MATHER GROUP, LLC. | New Position | +10K | +$105K |
| Triumph Capital Management | New Position | +3K | +$32K |
LIEN — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Decreased | -5K | -$2.1B |
| CONDOR CAPITAL MANAGEMENT | Decreased | -17K | -$1.9B |
| Black Maple Capital Management LP | Decreased | -21K | -$1.6B |
| DEUTSCHE BANK AG\ | Closed Position | -111K | -$1.2B |
| BROWN ADVISORY INC | Decreased | -49K | -$1.1B |
| Integrated Advisors Network LLC | Closed Position | -84K | -$880.8M |
| Wick Capital Partners, LLC | Decreased | -57K | -$621.5M |
| MILLENNIUM MANAGEMENT LLC | Decreased | -2K | -$509.7M |
| Tidal Investments LLC | Decreased | -2K | -$426.1M |
| Rockefeller Capital Management L.P. | Decreased | -27K | -$319.5M |
| Mariner, LLC | Closed Position | -12K | -$127.0M |
| JANE STREET GROUP, LLC | Closed Position | -12K | -$126.3M |
| ROYAL BANK OF CANADA | Decreased | -1K | -$18.0M |
| UBS Group AG | Decreased | -59 | -$956K |
Top Institutional Holders(Q4 2025)
LIEN Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 37 | $30.9M | +12 |
| Q3 2025 | 25 | $23.9B | -2 |
| Q2 2025 | 27 | $21.8B | +23 |
| Q1 2025 | 4 | $9.2B | -1 |
| Q4 2024 | 5 | $9.4B | +0 |
| Q3 2024 | 5 | $29.0B | +1 |
| Q2 2024 | 4 | $55.6B | +0 |
| Q1 2024 | 4 | $45.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 37 institutional investors hold LIEN (Chicago Atlantic BDC, Inc.). The largest holder is INTREPID CAPITAL MANAGEMENT INC with $7.8M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own LIEN?
As of Q4 2025, 37 institutional investors report holding LIEN (Chicago Atlantic BDC, Inc.) in their 13F filings.
Who is the largest institutional holder of LIEN?
The largest institutional holder of LIEN is INTREPID CAPITAL MANAGEMENT INC with $7.8M in shares.
Is institutional ownership of LIEN increasing or decreasing?
This quarter, 15 institutions opened new positions in LIEN and 4 closed their positions.