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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 %
Axa
226
Axa
France
$221K 12,110 – –
WCM
227
WealthBridge Capital Management
Ohio
$219K 12,000 – –
AR
228
Advisory Research
Illinois
$218K 11,948 -87 -0.7%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$216K 11,831 -10,749 -48%
OP
230
ORG Partners
Indiana
$216K 11,756 – –
Universal-Beteiligungs- und Servicegesellschaft
231
Universal-Beteiligungs- und Servicegesellschaft
Germany
$211K 11,548 +298 +3%
PS
232
Principal Securities
Iowa
$200K 10,951 +177 +2%
DE
233
Diversified Enterprises
Delaware
$189K 10,312 – –
PFS
234
Prospera Financial Services
Texas
$184K 10,078 +10,078 New
CWM
235
Cedar Wealth Management
California
$178K 9,759 – –
IA
236
IFP Advisors
Florida
$168K 9,216 -408 -4%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$131K 7,215 +2,269 +46%
CCM
238
Chilton Capital Management
Texas
$128K 7,000 – –
HNB
239
Huntington National Bank
Ohio
$124K 6,799 – –
AGWCA
240
Annis Gardner Whiting Capital Advisors
Florida
$123K 6,705 – –
GWM
241
Geneos Wealth Management
Colorado
$118K 6,475 -5,735 -47%
Mirae Asset Global Investments
242
Mirae Asset Global Investments
South Korea
$110K 6,000 -16,405 -73%
AF
243
Allworth Financial
California
$109K 5,972 +4,837 +426%
Comerica Bank
244
Comerica Bank
Texas
$104K 5,681 -1,479 -21%
ACM
245
Aquatic Capital Management
Illinois
$99K 5,416 -85,573 -94%
S
246
SignatureFD
Georgia
$98.9K 5,411 -1,145 -17%
BC
247
Bayforest Capital
United Kingdom
$96.7K 5,289 +5,289 New
MCM
248
MAI Capital Management
Ohio
$91.8K 5,024 -791 -14%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$87.4K 4,780 +2,151 +82%
FFA
250
Farther Finance Advisors
California
$80.8K 4,420 +128 +3%
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