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Hercules Capital

331 hedge funds and large institutions have $830M invested in Hercules Capital in 2026 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 132 increasing their positions, 102 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 102

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $744M → $830M (+$86M)

0.07% more ownership

Funds ownership: 28.85%28.92% (+0.07%)

5% less funds holding

Funds holding: 350331 (-19)

26% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 46

48% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $27.5M

Holders
331
Holders Change
-19
Holders Change %
-5.43%
% of All Funds
4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
34
Increased
132
Reduced
102
Closed
46
Calls
$14.3M
Puts
$27.5M
Net Calls
-$13.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Chilton Capital Management
Texas
$86.7K
HI
252
Harbour Investments
Wisconsin
$76.6K -$855 -55 -1%
KCM
253
Key Capital Management
Tennessee
$70.4K -$14.2K -911 -17%
SG
254
Sankala Group
Colorado
$70.4K +$1.63K +105 +3%
GWM
255
Geneos Wealth Management
Colorado
$67.4K -$10.9K -700 -14%
AIS
256
Advocate Investing Services
Maryland
$66.9K
TCM
257
Tradewinds Capital Management
Washington
$64.7K +$1.59K +102 +3%
BTI
258
Blue Trust Inc
Georgia
$63.1K
FDCDDQ
259
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.1K -$49.8K -3,200 -45%
KA
260
Kozak & Associates
Colorado
$58.9K +$1.43K +92 +3%
Deutsche Bank
261
Deutsche Bank
Germany
$57.2K +$1.63K +105 +3%
SNB
262
Security National Bank
Nebraska
$55.3K
IAAG
263
Innovative Asset Advisors Group
Connecticut
$55.2K
BWL
264
Bogart Wealth LLC
Virginia
$55.2K +$54.4K +3,500 New
EWA
265
EverSource Wealth Advisors
Alabama
$52.4K
WTC
266
WhitTier Trust Company
Nevada
$47.9K +$1.15K +74 +3%
MIM
267
MTM Investment Management
South Carolina
$45.7K
PTC
268
Private Trust Company
Ohio
$45.4K
CJ
269
Caitlin John
Michigan
$41.7K +$16.2K +1,041 +65%
NWM
270
Nova Wealth Management
Florida
$39.8K
HCM
271
Hollencrest Capital Management
California
$39.8K
ECM
272
Estabrook Capital Management
New York
$39.5K +$824 +53 +2%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$37.2K
DAM
274
Delta Asset Management
Tennessee
$34.2K -$793 -51 -2%
AIC
275
Archer Investment Corporation
Indiana
$32.3K +$62 +4 +0.2%

HTGC Hedge Fund Activity: Q2 2026 in Review

331 of the 8,272 institutional investors tracked by Wall St. Rank reported a position in Hercules Capital (HTGC) for Q2 2026, worth a combined $830M — up 12% from $744M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of HTGC and 34 opened new positions — a net loss of 12 holders — while 102 trimmed existing stakes and 132 added.

The largest buyer was Citadel Advisors, adding an estimated $33M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $24M.

  • 331 institutional investors held Hercules Capital (HTGC) as of Q2 2026, down from 350 in Q1 2026.
  • Funds reported $830M of Hercules Capital stock for Q2 2026, up 12% quarter-over-quarter.
  • 34 funds opened new Hercules Capital positions in Q2 2026 and 46 closed out, a net change of -12 holders.
  • The largest Hercules Capital buyer in Q2 2026 was Citadel Advisors, an estimated $33M added.
  • The largest Hercules Capital seller in Q2 2026 was Qube Research & Technologies (QRT), an estimated $24M sold.

Based on aggregated 13F filings for Q2 2026.