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Horizon Technology Finance

107 hedge funds and large institutions have $37.7M invested in Horizon Technology Finance in 2026 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 11

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

179% more capital invested

Capital invested by funds: $13.5M → $37.7M (+$24.2M)

95% more funds holding

Funds holding: 55107 (+52)

4.97% more ownership

Funds ownership: 6.7%11.66% (+5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

56% less call options, than puts

Call options by funds: $196K | Put options by funds: $449K

Holders
107
Holders Change
+52
Holders Change %
+94.55%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
64
Increased
27
Reduced
8
Closed
11
Calls
$196K
Puts
$449K
Net Calls
-$253K
Net Calls Change
-$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.99M +$4.36M +1,008,154 +2,125%
BI
2
Bulldog Investors
New Jersey
$3.12M +$2.85M +658,617 New
Marshall Wace
3
Marshall Wace
United Kingdom
$2.8M +$1.82M +420,469 +245%
CG
4
Caprock Group
Idaho
$2.16M +$1.97M +454,442 New
GAA
5
Green Alpha Advisors
Colorado
$2.03M -$693K -160,228 -27%
Legal & General Group
6
Legal & General Group
United Kingdom
$1.82M +$249K +57,556 +18%
EPCM
7
Eagle Point Credit Management
Connecticut
$1.73M
VIA
8
Virtus Investment Advisers
Connecticut
$1.19M +$469K +108,487 +75%
William Blair & Company
9
William Blair & Company
Illinois
$1.13M +$1.03M +239,073 New
Bank of America
10
Bank of America
North Carolina
$1.07M +$713K +164,779 +270%
CWM
11
Connecticut Wealth Management
Connecticut
$1.01M +$3.02K +698 +0.3%
UBS Group
12
UBS Group
Switzerland
$925K +$222K +51,330 +36%
BlackRock
13
BlackRock
New York
$856K +$6.12K +1,415 +0.8%
AAP
14
Arax Advisory Partners
Colorado
$597K +$546K +126,305 New
AWM
15
Apollon Wealth Management
South Carolina
$597K +$546K +126,196 New
LG
16
LaFleur & Godfrey
Michigan
$542K +$495K +114,526 New
CI
17
CAZ Investments
Texas
$514K +$470K +108,630 New
UB
18
UMB Bank
Missouri
$508K +$465K +107,470 New
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$483K +$435K +100,593 New
AQR Capital Management
20
AQR Capital Management
Connecticut
$432K +$252K +58,350 +177%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$429K +$249K +57,591 +174%
Corient Private Wealth
22
Corient Private Wealth
Florida
$423K +$387K +89,475 New
LPL Financial
23
LPL Financial
California
$388K +$241K +55,755 +213%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$384K +$351K +81,264 New
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$374K +$342K +78,980 New

HRZN Hedge Fund Activity: Q2 2026 in Review

107 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Horizon Technology Finance (HRZN) for Q2 2026, worth a combined $37.7M — up 179% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HRZN positions and 11 closed out — a net gain of 53 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.36M. The largest seller was Green Alpha Advisors, cutting an estimated $693K.

  • 107 institutional investors held Horizon Technology Finance (HRZN) as of Q2 2026, up from 55 in Q1 2026.
  • Funds reported $37.7M of Horizon Technology Finance stock for Q2 2026, up 179% quarter-over-quarter.
  • 64 funds opened new Horizon Technology Finance positions in Q2 2026 and 11 closed out, a net change of +53 holders.
  • The largest Horizon Technology Finance buyer in Q2 2026 was Morgan Stanley, an estimated $4.36M added.
  • The largest Horizon Technology Finance seller in Q2 2026 was Green Alpha Advisors, an estimated $693K sold.

Based on aggregated 13F filings for Q2 2026.