HTGC icon

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 %
VWA
301
VSM Wealth Advisory
Maryland
$5.48K 300 – –
SRCM
302
Signature Resources Capital Management
California
$5.03K 275 – –
SC
303
Swan Capital
Florida
$4.63K 253 +253 New
WBWA
304
William B. Walkup & Associates
South Carolina
$4.19K 229 – –
TWC
305
TD Waterhouse Canada
Ontario, Canada
$3.67K 200 – –
TRCT
306
Tower Research Capital (TRC)
New York
$3.6K 197 -4,277 -96%
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$3.18K 174 -9,226 -98%
IHWM
308
Iron Horse Wealth Management
Iowa
$2.8K 153 +3 +2%
GEA
309
Glen Eagle Advisors
New Jersey
$1.83K 100 – –
RIL
310
Rothschild Investment LLC
Illinois
$1.83K 100 – –
AAS
311
Ameritas Advisory Services
Nebraska
$1.83K 100 +100 New
PEAK6
312
PEAK6
Illinois
$1.48K 81 +81 New
EC
313
Elequin Capital
New York
$1.21K 66 +66 New
RBC
314
Roble Belko & Company
Pennsylvania
$1K 55 +1 +2%
WFA
315
West Financial Advisors
Iowa
$955 52 +1 +2%
HIMS
316
Hager Investment Management Services
New Hampshire
$911 50 +1 +2%
CA
317
CoreCap Advisors
Michigan
$575 31 – –
LC
318
Luminist Capital
Michigan
$459 25 +25 New
WOC
319
West Oak Capital
California
$91 500 – –
CAM
320
Creekmur Asset Management
Illinois
$15 1 – –
TI
321
Trexquant Investment
Connecticut
– – -123,706 Closed
Fidelity International
322
Fidelity International
Bermuda
– – -88,901 Closed
OAC
323
OMERS Administration Corp
Ontario, Canada
– – -56,700 Closed
BA
324
Bristlecone Advisors
Washington
– – -55,845 Closed
BFG
325
Bleakley Financial Group
New Jersey
– – -47,068 Closed
11 12
13
14 15