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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 %
BPC
126
Bryce Point Capital
New York
$673K 36,842 +36,842 New
HWAM
127
Hennion & Walsh Asset Management
New Jersey
$673K 36,798 -51,733 -58%
Point72 Asset Management
128
Point72 Asset Management
Connecticut
$664K 36,299 +14,648 +68%
Creative Planning
129
Creative Planning
Kansas
$660K 36,100 -17,426 -33%
CAU
130
Caxton Associates (UK)
$627K 34,323 +34,323 New
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$610K 32,778 -54 -0.2%
CIA
132
Concurrent Investment Advisors
Florida
$603K 32,993 +4,396 +15%
AP
133
Americana Partners
Texas
$590K 32,250 +32,250 New
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$581K 31,775 +3,427 +12%
BPA
135
Beacon Pointe Advisors
California
$580K 31,717 +17,668 +126%
GC
136
Guggenheim Capital
Illinois
$573K 31,365 +1,663 +6%
1IA
137
1620 Investment Advisors
Massachusetts
$573K 31,345 -128 -0.4%
MM
138
MQS Management
New York
$571K 31,240 +31,240 New
ProShare Advisors
139
ProShare Advisors
Maryland
$556K 30,389 +451 +2%
FFWM
140
Future Financial Wealth Management
Ohio
$555K 30,375 -175 -0.6%
OAM
141
Oxford Asset Management
United Kingdom
$555K 30,338 +30,338 New
ASN
142
Advisory Services Network
Georgia
$554K 29,551 -20,108 -40%
Truist Financial
143
Truist Financial
North Carolina
$550K 30,415 -1,821 -6%
BWP
144
Balboa Wealth Partners
Arizona
$547K 29,949 +1,500 +5%
Cerity Partners
145
Cerity Partners
New York
$547K 29,922 +1,365 +5%
P
146
&Partners
Tennessee
$546K 29,858 -777 -3%
FNBOMD
147
First National Bank of Mount Dora
Florida
$535K 29,246 – –
AGP
148
Autumn Glory Partners
Texas
$530K 29,000 – –
AWM
149
AE Wealth Management
Kansas
$519K 28,413 +2,305 +9%
DI
150
Diligent Investors
California
$512K 28,005 +3,522 +14%
4 5
6
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