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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 %
DFCM
151
Dark Forest Capital Management
Puerto Rico
$495K 27,059 -3,694 -12%
EGA
152
Eagle Global Advisors
Texas
$478K 26,125 -12,580 -33%
ECM
153
ExodusPoint Capital Management
New York
$472K 25,800 +25,800 New
II
154
Inspire Investing
Idaho
$472K 25,816 +4,631 +22%
FIA
155
Foundations Investment Advisors
Arizona
$460K 25,170 -10,547 -30%
SGI
156
Summit Global Investments
Utah
$442K 24,200 – –
CWP
157
Core Wealth Partners
California
$442K 24,153 – –
PCIA
158
Prime Capital Investment Advisors
Kansas
$437K 23,881 -7,404 -24%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$430K 23,539 +1,627 +7%
DAS
160
Diversify Advisory Services
Utah
$430K 22,345 +22,345 New
GRP
161
Global Retirement Partners
California
$430K 23,516 +23,516 New
AIM
162
Aigen Investment Management
New York
$427K 23,367 +23,367 New
AI
163
Accredited Investors
Minnesota
$420K 23,000 – –
AWS
164
Atria Wealth Solutions
New York
$415K 22,726 -215,680 -90%
Mackenzie Financial
165
Mackenzie Financial
Ontario, Canada
$411K 22,482 +198 +0.9%
AWM
166
Accel Wealth Management
Iowa
$401K 21,956 +1,115 +5%
EH
167
Equitable Holdings
New York
$400K 21,878 -1,580 -7%
OC
168
Oppenheimer & Co
New York
$389K 21,280 +1,062 +5%
MA
169
MAS Advisors
Florida
$384K 20,992 +728 +4%
MML Investors Services
170
MML Investors Services
Massachusetts
$383K 20,925 +28 +0.1%
EF
171
Empowered Funds
Pennsylvania
$383K 20,950 -1,904 -8%
CWM
172
Cornerstone Wealth Management
Missouri
$374K 20,440 -3,030 -13%
IWC
173
Integrated Wealth Concepts
Massachusetts
$368K 20,106 +2,865 +17%
CPIG
174
Chicago Partners Investment Group
Illinois
$366K 18,772 +3,242 +21%
MPCA
175
Madison Park Capital Advisors
Washington
$366K 20,000 – –
5 6
7
8 9