Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CHICAGO ATLANTIC BDC INC (LIEN)

36 + Investors. Track Smart Money conviction in LIEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — LIEN

Based on 36 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LIEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
36 hedge funds hold LIEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +800% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+800% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

16 buying14 selling
Last quarter: 16 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 26 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 83% entered in last year

■ 0% conviction (2yr+) ■ 17% medium ■ 83% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

1 → 1 → 26 → 5 → 9 new funds/Q
New funds entering each quarter: 1 → 26 → 5 → 9. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 86% of holders entered in last year

■ 8% veterans ■ 6% 1-2yr ■ 86% new
Of 36 current holders: 31 (86%) entered in the past year, only 3 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
3 of 36 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LIEN

In 2025 Q4, 16 hedge funds were net buyers of LIEN (9 opened a new position, 7 added to an existing one), while 14 reduced or exited (10 trimmed, 4 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: LIEN

How many hedge funds hold LIEN — quarterly history vs. share price
Quarterly hedge fund ownership of LIEN vs. share price

Market Analysis: LIEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LIEN

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: LIEN
2026 Q1 Stats Unlock in 6 days 36 + Investors

Track Smart Money conviction in LIEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 36 31 16.13%
13F Shares 3M 3M 26.61%
Total Value $35M $28M 26.47%
New Positions 9 5 +4
Increased Positions 7 10 -3
Closed Positions 4 3 +1
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LIEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LIEN. Verified SEC 13F-HR filings.

Top 24 institutional holders of LIEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 0.21% 21,578 $202K
2 Sowell Financial Services LLC 0.17% 493,437 $4.6M
3 LVM CAPITAL MANAGEMENT LTD/MI 0.14% 161,326 $1.5M
4 Sage Mountain Advisors LLC 0.14% 215,576 $2.0M
5 CONDOR CAPITAL MANAGEMENT 0.13% 161,459 $1.5M
6 FIRETHORN WEALTH PARTNERS, LLC 0.12% 35,674 $333K
7 Seneca House Advisors 0.09% 24,888 $232K
8 Twelve Points Wealth Management LLC 0.05% 26,233 $245K
9 Tyche Wealth Partners LLC 0.02% 14,500 $135K
10 SAGE RHINO CAPITAL LLC 0.02% 10,901 $102K
11 Bernardo Wealth Planning LLC 0.02% 10,278 $96K
12 Venturi Wealth Management, LLC 0.02% 40,171 $375K
13 Icon Wealth Advisors, LLC 0.01% 14,255 $131K
14 Triumph Capital Management 0.01% 4,305 $42K
15 Apollon Wealth Management, LLC 0.01% 55,809 $521K
16 RITHOLTZ WEALTH MANAGEMENT 0.01% 34,697 $324K
17 SteelPeak Wealth, LLC 0.00% 10,277 $99K
18 WEDBUSH SECURITIES INC 0.00% 10,737 —
19 Mesirow Financial Investment Management, Inc. 0.00% 12,433 $116K
20 HighTower Advisors, LLC 0.00% 173,624 $1.6M
21 Mariner, LLC 0.00% 22,693 $212K
22 JANE STREET GROUP, LLC 0.00% 23,790 $222K
23 BlackRock, Inc. 0.00% 71,395 $667K
24 UBS Group AG 0.00% 65 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CHICAGO ATLANTIC BDC INC (LIEN)

What does the Smart Money Trend signal show for LIEN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LIEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LIEN?

Slight buying edge — 53% buying: Last quarter: 16 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LIEN holders?

Smaller funds dominant — 0% AUM from top-100: 3 of 36 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LIEN?

Mostly new holders — 83% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.