Horizon Technology Finance CHRZN
13F holders, Q1 2025 (March 31)66holders −15
10new positions
25sold out
2famous investors
$9.41avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding Horizon Technology Finance C (HRZN) in their 13F filings, down 15 from Q4 2024. 10 opened new positions and 25 sold out. The largest holders were Green Alpha Advisors, LLC ($3.4M), TrueMark Investments, LLC ($2.6M) and Legal & General Group Plc ($2.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Horizon Technology Finance C
- CUSIP
- 44045A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 25 | $6.6M |
All 13F filers, Q4 2024 → Q1 2025: 813,854 shares bought and 985,480 shares sold, net −171,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Green Alpha Advisors, LLC | 3.61% | Add +23.5% | 358,742 | $3.4M |
| TrueMark Investments, LLC | 0.67% | Add +30.1% | 272,512 | $2.6M |
| Legal & General Group Plc | 0.00% | Add +12.1% | 267,551 | $2.5M |
| Two Sigma Investments, LP | 0.01% | Add +156.1% | 264,447 | $2.5M |
| Two Sigma Advisers, LP | 0.01% | Add +379.0% | 238,997 | $2.3M |
| Connecticut Wealth Management, LLC | 0.10% | Add +0.1% | 210,748 | $2.0M |
| Trexquant Investment LP | 0.02% | Reduce -0.5% | 197,539 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +8.2% | 173,714 | $1.6M |
| Virtus Investment Advisers, LLC | 0.37% | New | 141,542 | $1.3M |
| Morgan Stanley | 0.00% | Add +48.9% | 116,452 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -5.7% | 110,619 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -49.8% | 88,796 | $836K |
| Citadel Advisors | 0.00% | Reduce -10.9% | 71,119 | $670K |
| Cetera Investment Advisers | 0.00% | Add +20.2% | 63,008 | $594K |
| ETF Store, Inc. | 0.64% | Add +16.6% | 55,348 | $521K |
| First Financial Bank - Trust Division | 0.04% | No change | 45,725 | $431K |
| UBS Group AG | 0.00% | Reduce -70.5% | 45,262 | $426K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 44,953 | $423K |
| Wells Fargo & Company | 0.00% | Add +134.1% | 37,392 | $352K |
| Balyasny Asset Management L.P. | 0.00% | Add +94.0% | 37,236 | $351K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +22.7% | 36,071 | $340K |
| AQR Capital Management | 0.00% | Reduce -2.0% | 36,089 | $340K |
| Jackson Thornton Wealth Management, LLC | 0.04% | Reduce -2.0% | 36,089 | $303K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 24,964 | $235K |
| Pathstone Holdings, LLC | 0.00% | Add +3.1% | 24,341 | $230K |
| Wolverine Trading, LLC | 0.01% | Add +7.3% | 20,293 | $191K |
| Royal Bank of Canada | 0.00% | Add +13.1% | 19,314 | $182K |
| Verition Fund Management LLC | 0.00% | New | 18,823 | $177K |
| Virtu Financial LLC | 0.01% | Reduce -52.5% | 15,080 | $142K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 14,716 | $139K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 14,638 | $138K |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 13,937 | $131K |
| Adell Harriman & Carpenter Inc. | 0.01% | No change | 12,000 | $113K |
| Crew Capital Management, Ltd | 0.08% | Reduce -3.5% | 10,671 | $101K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 10,205 | $96K |
| Lido Advisors, LLC | 0.00% | New | 10,084 | $95K |
| Mutual Advisors, LLC | 0.00% | Reduce -12.7% | 10,056 | $88K |
| Quantbot Technologies LP | 0.00% | Reduce -67.5% | 4,325 | $41K |
| N.E.W. Advisory Services LLC | 0.00% | New | 3,800 | $36K |
| Nova Wealth Management, Inc. | 0.03% | Add +20.1% | 3,722 | $35K |
| Citigroup Inc. | 0.00% | Add +13.9% | 2,429 | $23K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,315 | $22K |
| ORG Partners LLC | 0.01% | No change | 2,120 | $20K |
| JPMorgan Chase & Co. | 0.00% | New | 1,453 | $14K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,233 | $12K |
| Bank of America Corp. | 0.00% | Reduce -20.3% | 1,177 | $11K |
| Flaharty Asset Management, LLC | 0.00% | New | 1,075 | $10K |
| Huntington National Bank | 0.00% | New | 1,000 | $9K |
| Group One Trading LLC | 0.00% | Add +476.2% | 968 | $9K |
| Comerica Bank | 0.00% | Add +773.0% | 873 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 800 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -73.6% | 887 | $8K |
| Salem Investment Counselors Inc. | 0.00% | New | 700 | $7K |
| US Bancorp \de | 0.00% | No change | 225 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +857.1% | 201 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -31.1% | 115 | $1K |
| MAI Capital Management | 0.00% | New | 110 | $1K |
| Innovative Advisory Group, LLC | 0.00% | No change | 100 | $942 |
| Spire Wealth Management | 0.00% | No change | 100 | $942 |
| Principal Securities, Inc. | 0.00% | No change | 83 | $746 |
| Pineridge Advisors LLC | 0.00% | No change | 79 | $744 |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $471 |
| Parallel Advisors, LLC | 0.00% | No change | 10 | $94 |
| Danske Bank A/S | 0.00% | Reduce -66.7% | 1 | $9 |
| Hantz Financial Services, Inc. | 0.00% | No change | 2 | $0 |
| Cwm, LLC | 0.00% | No change | 25 | $0 |
"% of holder's portfolio" is HRZN's weight in each manager's 13F, not the share of Horizon Technology Finance C the manager owns.