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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
GAA
1
Green Alpha Advisors
Colorado
$2.79M +$226K +28,984 +8%
Legal & General Group
2
Legal & General Group
United Kingdom
$1.92M -$1.78K -228 -0.1%
BlackRock
3
BlackRock
New York
$1.68M +$462K +59,308 +34%
CWM
4
Connecticut Wealth Management
Connecticut
$1.52M +$4.75K +610 +0.3%
VIA
5
Virtus Investment Advisers
Connecticut
$1.28M +$282K +36,226 +26%
FIM
6
Freedom Investment Management
Connecticut
$769K -$29.4K -3,770 -3%
Two Sigma Investments
7
Two Sigma Investments
New York
$639K -$1.37M -175,677 -66%
LPL Financial
8
LPL Financial
California
$607K -$35.3K -4,528 -5%
UBS Group
9
UBS Group
Switzerland
$549K +$241K +30,986 +68%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$506K -$1.31M -168,700 -71%
IAIM
11
International Assets Investment Management
Florida
$473K +$445K +57,135 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$463K +$10.4K +1,336 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$463K +$351K +45,105 +234%
ES
14
ETF Store
Kansas
$404K +$5.69K +730 +1%
Morgan Stanley
15
Morgan Stanley
New York
$361K -$516K -66,292 -57%
FFBTD
16
First Financial Bank - Trust Division
Ohio
$329K
Osaic Holdings
17
Osaic Holdings
Arizona
$327K +$3.81K +489 +1%
Canada Life
18
Canada Life
Manitoba, Canada
$312K +$56.1K +7,197 +20%
OAM
19
Oxford Asset Management
United Kingdom
$285K +$309K +39,603 New
Wells Fargo
20
Wells Fargo
California
$283K +$15K +1,921 +5%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$278K -$3.44K -442 -1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$257K -$3.44K -442 -1%
IMC Chicago
23
IMC Chicago
Illinois
$251K +$272K +34,918 New
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$172K -$6.47K -831 -3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$151K -$31.5K -4,038 -16%

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.