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Horizon Technology Finance

55 hedge funds and large institutions have $13.5M invested in Horizon Technology Finance in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.32% less ownership

Funds ownership: 9.01%6.7% (-2.3%)

15% less funds holding

Funds holding: 6555 (-10)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

35% less call options, than puts

Call options by funds: $238K | Put options by funds: $364K

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

48% less capital invested

Capital invested by funds: $25.8M → $13.5M (-$12.3M)

Holders
55
Holders Change
-10
Holders Change %
-15.38%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
15
Reduced
21
Closed
18
Calls
$238K
Puts
$364K
Net Calls
-$126K
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
1
Green Alpha Advisors
Colorado
$2.48M +$181K +31,197 +6%
EPCM
2
Eagle Point Credit Management
Connecticut
$1.54M -$20.9K -3,602 -1%
Legal & General Group
3
Legal & General Group
United Kingdom
$1.39M +$126K +21,751 +7%
CWM
4
Connecticut Wealth Management
Connecticut
$900K +$5.61K +969 +0.5%
BlackRock
5
BlackRock
New York
$756K -$628K -108,460 -38%
Marshall Wace
6
Marshall Wace
United Kingdom
$723K -$640K -110,511 -39%
Two Sigma Investments
7
Two Sigma Investments
New York
$632K -$2.14M -369,074 -71%
UBS Group
8
UBS Group
Switzerland
$607K +$603K +104,156 +261%
VIA
9
Virtus Investment Advisers
Connecticut
$606K -$136K -23,556 -14%
Millennium Management
10
Millennium Management
New York
$320K +$373K +64,417 +558%
FFBTD
11
First Financial Bank - Trust Division
Ohio
$276K
IMC Chicago
12
IMC Chicago
Illinois
$260K +$358K +61,795 New
Bank of America
13
Bank of America
North Carolina
$257K -$17.5K -3,019 -5%
Canada Life
14
Canada Life
Manitoba, Canada
$240K +$18.4K +3,181 +6%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$221K +$12.5K +2,160 +4%
Morgan Stanley
16
Morgan Stanley
New York
$200K -$170K -29,428 -38%
IAIM
17
International Assets Investment Management
Florida
$185K -$53.9K -9,296 -17%
RIA
18
Regal Investment Advisors
Michigan
$183K -$31.9K -5,506 -11%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$149K -$6.64K -1,146 -3%
AQR Capital Management
20
AQR Capital Management
Connecticut
$139K -$6.64K -1,146 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$129K -$14.7K -2,545 -8%
Wells Fargo
22
Wells Fargo
California
$117K -$13.4K -2,308 -8%
OAM
23
Oxford Asset Management
United Kingdom
$116K +$40.4K +6,966 +34%
LPL Financial
24
LPL Financial
California
$110K -$64.2K -11,083 -30%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$86K +$701 +121 +0.6%

HRZN Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q1 2026, worth a combined $13.5M — down 48% from $25.8M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HRZN and 11 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 15 added.

The largest buyer was UBS Group, adding an estimated $603K. The largest seller was Two Sigma Investments, cutting an estimated $2.14M.

  • 55 institutional investors held Horizon Technology Finance (HRZN) as of Q1 2026, down from 65 in Q4 2025.
  • Funds reported $13.5M of Horizon Technology Finance stock for Q1 2026, down 48% quarter-over-quarter.
  • 11 funds opened new Horizon Technology Finance positions in Q1 2026 and 18 closed out, a net change of -7 holders.
  • The largest Horizon Technology Finance buyer in Q1 2026 was UBS Group, an estimated $603K added.
  • The largest Horizon Technology Finance seller in Q1 2026 was Two Sigma Investments, an estimated $2.14M sold.

Based on aggregated 13F filings for Q1 2026.