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Hercules Capital
HTGC

Overview Fund Activity

320 hedge funds and large institutions have $935M invested in Hercules Capital in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 83 reducing their positions, and 36 closing their positions.

Holders
320
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
138
Reduced
83
Closed
36
Calls
$1.65M
Puts
$7.86M
Net Calls
-$6.21M
Net Calls Change
-$1.48M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$53.2M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$10.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$7M
4
UBS Group
4
UBS Group
Switzerland
$21.1M
5
AI
5
Atom Investors
Texas
$7.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$12.1M
2
ACM
2
Advisors Capital Management
New Jersey
$13.8M
3
AWS
3
Atria Wealth Solutions
New York
$415K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.62M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.99M
Name Market Value Shares Shares
Change 		Shares
Change %
UBP
1
Union Bancaire Privee
Switzerland
$93.9M 35,781 +1,731 +5%
VanEck Associates
2
VanEck Associates
New York
$66.1M 3,618,427 +255,028 +8%
SIS
3
Sound Income Strategies
Florida
$53.6M 2,930,340 +55,885 +2%
Millennium Management
4
Millennium Management
New York
$53.2M 2,909,160 +2,520,721 +649%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$38.1M 2,081,600 +62,000 +3%
Morgan Stanley
6
Morgan Stanley
New York
$26.1M 1,429,585 -144,914 -9%
Two Sigma Investments
7
Two Sigma Investments
New York
$24.1M 1,320,316 +55,232 +4%
LPL Financial
8
LPL Financial
California
$23.7M 1,296,534 +166,172 +15%
Legal & General Group
9
Legal & General Group
United Kingdom
$22.9M 1,253,204 +77,187 +7%
UBS Group
10
UBS Group
Switzerland
$21.1M 1,153,006 +341,951 +42%
BlackRock
11
BlackRock
New York
$19.5M 1,066,818 +184,519 +21%
Franklin Resources
12
Franklin Resources
California
$15.4M 843,114 +247,862 +42%
MW
13
Melia Wealth
Oklahoma
$14.5M 793,586 +31,074 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.4M 788,373 -15,704 -2%
ACM
15
Advisors Capital Management
New Jersey
$13.8M 754,521 -258,661 -26%
Wells Fargo
16
Wells Fargo
California
$13.8M 753,654 -4,638 -0.6%
MC
17
Muzinich & Co
New York
$13.5M 738,169 +227,798 +45%
Citadel Advisors
18
Citadel Advisors
Florida
$12.1M 664,210 -599,356 -47%
Raymond James Financial
19
Raymond James Financial
Florida
$11.6M 633,741 -10,476 -2%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$11.5M 630,644 +191,628 +44%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$11.4M 621,724 +122,025 +24%
TA
22
Tectonic Advisors
Texas
$11.4M 621,562 +89,770 +17%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$10.6M 580,414 +469,989 +426%
GHAM
24
Gilman Hill Asset Management
Connecticut
$10.4M 570,379 +1,706 +0.3%
Stifel Financial
25
Stifel Financial
Missouri
$10.4M 569,202 +90,306 +19%
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