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Horizon Technology Finance

62 hedge funds and large institutions have $19.3M invested in Horizon Technology Finance in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3% more funds holding

Funds holding: 6062 (+2)

1.07% more ownership

Funds ownership: 6.48%7.55% (+1.1%)

2% more capital invested

Capital invested by funds: $18.9M → $19.3M (+$353K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

37% less call options, than puts

Call options by funds: $459K | Put options by funds: $724K

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
16
Reduced
20
Closed
10
Calls
$459K
Puts
$724K
Net Calls
-$265K
Net Calls Change
-$635K
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
1
Green Alpha Advisors
Colorado
$3.05M +$816K +112,303 +29%
Marshall Wace
2
Marshall Wace
United Kingdom
$2.12M +$2.42M +333,498 +2,335%
BlackRock
3
BlackRock
New York
$1.83M +$491K +67,552 +29%
Legal & General Group
4
Legal & General Group
United Kingdom
$1.51M -$142K -19,519 -7%
CWM
5
Connecticut Wealth Management
Connecticut
$1.29M +$4.89K +673 +0.3%
VIA
6
Virtus Investment Advisers
Connecticut
$1.29M +$244K +33,507 +19%
Millennium Management
7
Millennium Management
New York
$1.1M +$1.31M +180,199 New
UBS Group
8
UBS Group
Switzerland
$652K +$223K +30,716 +40%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$475K +$98.4K +13,533 +21%
Morgan Stanley
10
Morgan Stanley
New York
$447K +$168K +23,063 +46%
MF
11
Magnetar Financial
Illinois
$435K +$518K +71,242 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$420K +$32.7K +4,492 +7%
LPL Financial
13
LPL Financial
California
$399K -$137K -18,840 -22%
ACM
14
Aquatic Capital Management
Illinois
$395K +$471K +64,831 New
ES
15
ETF Store
Kansas
$353K +$12.6K +1,740 +3%
Canada Life
16
Canada Life
Manitoba, Canada
$321K +$73.9K +10,162 +23%
Osaic Holdings
17
Osaic Holdings
Arizona
$289K -$25.1K -3,447 -8%
FFBTD
18
First Financial Bank - Trust Division
Ohio
$279K
BHCM
19
Brevan Howard Capital Management
Jersey
$245K +$292K +40,197 New
AQR Capital Management
20
AQR Capital Management
Connecticut
$213K -$5.42K -746 -2%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$212K -$7.76K -1,068 -3%
OAM
22
Oxford Asset Management
United Kingdom
$208K -$39.5K -5,441 -14%
Wells Fargo
23
Wells Fargo
California
$200K -$47.6K -6,551 -17%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$185K -$290K -39,897 -57%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$144K -$2.94K -405 -2%

HRZN Hedge Fund Activity: Q3 2025 in Review

62 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q3 2025, worth a combined $19.3M — up 1.9% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HRZN positions and 10 closed out — a net gain of 2 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Marshall Wace, adding an estimated $2.42M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $769K sold.

  • 62 institutional investors held Horizon Technology Finance (HRZN) as of Q3 2025, up from 60 in Q2 2025.
  • Funds reported $19.3M of Horizon Technology Finance stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 12 funds opened new Horizon Technology Finance positions in Q3 2025 and 10 closed out, a net change of +2 holders.
  • The largest Horizon Technology Finance buyer in Q3 2025 was Marshall Wace, an estimated $2.42M added.
  • The largest Horizon Technology Finance seller in Q3 2025 was Freedom Investment Management, an estimated $769K sold.

Based on aggregated 13F filings for Q3 2025.