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Hercules Capital
HTGC

Overview Fund Activity

322 hedge funds and large institutions have $774M invested in Hercules Capital in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 144 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-8
Holders Change %
-2.42%
% of All Funds
4.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
144
Reduced
78
Closed
38
Calls
$7.84M
Puts
$12.6M
Net Calls
-$4.74M
Net Calls Change
-$4.46M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$38.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
UBS Group
3
UBS Group
Switzerland
$15.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$24.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$30.2M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$550K
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$5.44M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
SSA
4
Schonfeld Strategic Advisors
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$687K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
HB Wealth Management
Georgia
$232K +$27.1K +1,413 +13%
AR
227
Advisory Research
Illinois
$231K -$12.7K -660 -5%
WCM
228
WealthBridge Capital Management
Ohio
$231K – – –
BFA
229
Beaumont Financial Advisors
Massachusetts
$229K +$4.94K +257 +2%
Citigroup
230
Citigroup
New York
$226K +$63.1K +3,286 +39%
OP
231
ORG Partners
Indiana
$225K +$60.8K +3,181 +37%
PS
232
Principal Securities
Iowa
$216K – – –
Universal-Beteiligungs- und Servicegesellschaft
233
Universal-Beteiligungs- und Servicegesellschaft
Germany
$216K +$4.8K +250 +2%
LA
234
LM Advisors
California
$209K – – –
Baird Financial Group
235
Baird Financial Group
Wisconsin
$209K +$730 +38 +0.4%
NRD
236
Nebula Research & Development
New York
$208K +$208K +10,847 New
PCG
237
Prosperity Consulting Group
Maryland
$205K -$52.6K -2,738 -20%
DE
238
Diversified Enterprises
Delaware
$198K – – –
Northern Trust
239
Northern Trust
Illinois
$198K -$1.9M -98,841 -91%
CWM
240
Cedar Wealth Management
California
$187K – – –
IA
241
IFP Advisors
Florida
$185K -$25.3K -1,319 -12%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$181K +$108K +5,600 +147%
Comerica Bank
243
Comerica Bank
Texas
$138K +$28.3K +1,472 +26%
CCM
244
Chilton Capital Management
Texas
$134K +$76.8K +4,000 +133%
AAP
245
Arax Advisory Partners
Colorado
$133K +$133K +6,916 New
LFA
246
LGT Financial Advisors
Texas
$132K +$132K +6,852 New
HNB
247
Huntington National Bank
Ohio
$131K +$131K +6,799 New
AGWCA
248
Annis Gardner Whiting Capital Advisors
Florida
$129K – – –
S
249
SignatureFD
Georgia
$126K -$1.5K -78 -1%
CFB
250
Cullen/Frost Bankers
Texas
$115K +$110K +5,724 +2,356%
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10
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