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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.

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 Market Value Shares Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$1.75M 90,876 +7,940 +10%
Fidelity International
77
Fidelity International
Bermuda
$1.7M 88,901 +88,901 New
HWAM
78
Hennion & Walsh Asset Management
New Jersey
$1.7M 88,531 +16 +0%
CAGAS
79
Capital Advisory Group Advisory Services
Minnesota
$1.67M 87,053 -58,529 -40%
LCWP
80
Legacy Capital Wealth Partners
Arkansas
$1.63M 84,602 -4,332 -5%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.58M 82,490 -51,965 -39%
CNFG
82
Creegan & Nassoura Financial Group
New Hampshire
$1.54M 80,170 – –
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$1.53M 79,723 +79,723 New
TI
84
Tidal Investments
Wisconsin
$1.53M 79,440 +570 +0.7%
Invesco
85
Invesco
Georgia
$1.49M 77,699 -15,981 -17%
HighTower Advisors
86
HighTower Advisors
Illinois
$1.47M 76,483 -793 -1%
Simplex Trading
87
Simplex Trading
Illinois
$1.4M 72,854 +72,854 New
DM
88
Delphi Management
Massachusetts
$1.39M 72,570 -4,856 -6%
Barclays
89
Barclays
United Kingdom
$1.38M 71,702 +666 +0.9%
S
90
SharpePoint
Arizona
$1.37M 75,696 +10,571 +16%
IWM
91
IHT Wealth Management
Illinois
$1.34M 69,669 +2,307 +3%
NGA
92
Naples Global Advisors
Florida
$1.23M 64,074 +1,815 +3%
Lido Advisors
93
Lido Advisors
California
$1.18M 61,269 +1,685 +3%
EFS
94
Essex Financial Services
Connecticut
$1.17M 60,678 -219 -0.4%
TA
95
TFG Advisers
Michigan
$1.16M 60,188 +9,920 +20%
AWC
96
Abundance Wealth Counselors
Pennsylvania
$1.12M 58,155 +2,407 +4%
AWA
97
Arkadios Wealth Advisors
Georgia
$1.11M 57,579 +2,006 +4%
AI
98
Atom Investors
Texas
$1.09M 56,898 -25,495 -31%
OAC
99
OMERS Administration Corp
Ontario, Canada
$1.09M 56,700 +56,700 New
BA
100
Bristlecone Advisors
Washington
$1.07M 55,845 +8,661 +18%
2 3
4
5 6