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Horizon Technology Finance

60 hedge funds and large institutions have $18.9M invested in Horizon Technology Finance in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

36% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.02M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 7.93%6.48% (-1.5%)

8% less funds holding

Funds holding: 6560 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

37% less capital invested

Capital invested by funds: $30.1M → $18.9M (-$11.2M)

Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
19
Reduced
13
Closed
20
Calls
$1.39M
Puts
$1.02M
Net Calls
+$370K
Net Calls Change
+$158K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$6.98K +$748 +96 +11%
SIC
52
Salem Investment Counselors
North Carolina
$5.04K
EWA
53
EverSource Wealth Advisors
Alabama
$4.76K +$5.15K +661 New
MCM
54
MAI Capital Management
Ohio
$3.68K +$3.12K +401 +365%
SWM
55
Spire Wealth Management
Virginia
$720
Citigroup
56
Citigroup
New York
$648 -$18.2K -2,339 -96%
PS
57
Principal Securities
Iowa
$598
PA
58
Pineridge Advisors
Missouri
$569
SIS
59
Sound Income Strategies
Florida
$360
CAM
60
Creekmur Asset Management
Illinois
$3
TI
61
TrueMark Investments
Illinois
-$2.57M -272,512 Closed
TI
62
Trexquant Investment
Connecticut
-$1.86M -197,539 Closed
Citadel Advisors
63
Citadel Advisors
Florida
-$554K -71,119 Closed
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
-$351K -37,236 Closed
Wolverine Trading
65
Wolverine Trading
Illinois
-$191K -20,293 Closed
Verition Fund Management
66
Verition Fund Management
Connecticut
-$177K -18,823 Closed
VF
67
Virtu Financial
New York
-$142K -15,080 Closed
CCM
68
Crew Capital Management
Ohio
-$101K -10,671 Closed
Lido Advisors
69
Lido Advisors
California
-$95.1K -10,084 Closed
MA
70
Mutual Advisors
Nebraska
-$88K -10,056 Closed
FFA
71
Farther Finance Advisors
California
-$21.9K -2,315 Closed
JP Morgan Chase
72
JP Morgan Chase
New York
-$13.7K -1,453 Closed
CCM
73
Coldstream Capital Management
Washington
-$11.6K -1,233 Closed
FAM
74
Flaharty Asset Management
Florida
-$10.1K -1,075 Closed
HNB
75
Huntington National Bank
Ohio
-$9.42K -1,000 Closed

HRZN Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q2 2025, worth a combined $18.9M — down 37% from $30.1M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HRZN and 16 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was BlackRock, adding an estimated $462K. The largest seller was TrueMark Investments, exiting entirely with an estimated $2.57M sold.

  • 60 institutional investors held Horizon Technology Finance (HRZN) as of Q2 2025, down from 65 in Q1 2025.
  • Funds reported $18.9M of Horizon Technology Finance stock for Q2 2025, down 37% quarter-over-quarter.
  • 16 funds opened new Horizon Technology Finance positions in Q2 2025 and 20 closed out, a net change of -4 holders.
  • The largest Horizon Technology Finance buyer in Q2 2025 was BlackRock, an estimated $462K added.
  • The largest Horizon Technology Finance seller in Q2 2025 was TrueMark Investments, an estimated $2.57M sold.

Based on aggregated 13F filings for Q2 2025.