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Horizon Technology Finance

65 hedge funds and large institutions have $30.1M invested in Horizon Technology Finance in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

15% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $30.3M → $30.1M (-$205K)

0.92% less ownership

Funds ownership: 8.86%7.93% (-0.92%)

19% less funds holding

Funds holding: 8065 (-15)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

Holders
65
Holders Change
-15
Holders Change %
-18.75%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
23
Reduced
18
Closed
25
Calls
$1.61M
Puts
$1.4M
Net Calls
+$212K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$191K +$12.9K +1,379 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$182K +$21K +2,241 +13%
Verition Fund Management
28
Verition Fund Management
Connecticut
$177K +$177K +18,823 New
VF
29
Virtu Financial
New York
$142K -$156K -16,649 -52%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$139K -$2.83K -302 -2%
PCIA
31
Prime Capital Investment Advisors
Kansas
$138K +$356 +38 +0.3%
Raymond James Financial
32
Raymond James Financial
Florida
$131K +$994 +106 +0.8%
AHC
33
Adell Harriman & Carpenter
Texas
$113K
CCM
34
Crew Capital Management
Ohio
$101K -$3.62K -386 -3%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$96.1K
Lido Advisors
36
Lido Advisors
California
$95.1K +$94.6K +10,084 New
MA
37
Mutual Advisors
Nebraska
$88K -$13.8K -1,466 -13%
QT
38
Quantbot Technologies
New York
$40.7K -$84.1K -8,965 -67%
NEWAS
39
N.E.W. Advisory Services
Wisconsin
$35.8K +$35.6K +3,800 New
NWM
40
Nova Wealth Management
Florida
$35.1K +$5.83K +622 +20%
Citigroup
41
Citigroup
New York
$22.9K +$2.78K +296 +14%
FFA
42
Farther Finance Advisors
California
$21.9K
OP
43
ORG Partners
Indiana
$20.1K
JP Morgan Chase
44
JP Morgan Chase
New York
$13.7K +$13.6K +1,453 New
CCM
45
Coldstream Capital Management
Washington
$11.6K +$11.6K +1,233 New
Bank of America
46
Bank of America
North Carolina
$11.1K -$2.81K -300 -20%
FAM
47
Flaharty Asset Management
Florida
$10.1K +$10.1K +1,075 New
HNB
48
Huntington National Bank
Ohio
$9.42K +$9.38K +1,000 New
Group One Trading
49
Group One Trading
Illinois
$9.12K +$7.5K +800 +476%
Comerica Bank
50
Comerica Bank
Texas
$8.22K +$7.25K +773 +773%

HRZN Hedge Fund Activity: Q1 2025 in Review

65 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q1 2025, worth a combined $30.1M — down 0.68% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HRZN and 10 opened new positions — a net loss of 15 holders — while 18 trimmed existing stakes and 23 added.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Marshall Wace, exiting entirely with an estimated $1.29M sold.

  • 65 institutional investors held Horizon Technology Finance (HRZN) as of Q1 2025, down from 80 in Q4 2024.
  • Funds reported $30.1M of Horizon Technology Finance stock for Q1 2025, down 0.68% quarter-over-quarter.
  • 10 funds opened new Horizon Technology Finance positions in Q1 2025 and 25 closed out, a net change of -15 holders.
  • The largest Horizon Technology Finance buyer in Q1 2025 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Horizon Technology Finance seller in Q1 2025 was Marshall Wace, an estimated $1.29M sold.

Based on aggregated 13F filings for Q1 2025.