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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CWP
151
Core Wealth Partners
California
$464K – – –
CWM
152
Cornerstone Wealth Management
Missouri
$451K +$39K +2,029 +9%
EH
153
Equitable Holdings
New York
$451K +$8.4K +437 +2%
AI
154
Accredited Investors
Minnesota
$442K – – –
EF
155
Empowered Funds
Pennsylvania
$439K +$203K +10,559 +86%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$434K -$498K -25,940 -53%
Mirae Asset Global Investments
157
Mirae Asset Global Investments
South Korea
$432K +$90.3K +4,688 +26%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$428K -$211K -11,005 -33%
CCIA
159
Campbell & Co Investment Adviser
Maryland
$423K +$21.6K +1,123 +5%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$421K -$28.8K -1,501 -6%
Point72 Asset Management
161
Point72 Asset Management
Connecticut
$416K +$416K +21,651 New
HI
162
Harbour Investments
Wisconsin
$408K +$360K +18,753 +758%
II
163
Inspire Investing
Idaho
$407K -$22.9K -1,192 -5%
IAIM
164
International Assets Investment Management
Florida
$404K +$5.57K +290 +1%
IA
165
Inspire Advisors
Idaho
$402K -$2.71K -141 -0.7%
MML Investors Services
166
MML Investors Services
Massachusetts
$401K -$20.7K -1,081 -5%
AWM
167
Accel Wealth Management
Iowa
$400K +$73.7K +3,838 +23%
MA
168
MAS Advisors
Florida
$389K +$25.8K +1,343 +7%
OC
169
Oppenheimer & Co
New York
$388K +$83.6K +4,352 +27%
AWM
170
Apollon Wealth Management
South Carolina
$386K +$85.5K +4,451 +28%
GEM
171
Global Endowment Management
North Carolina
$384K – – –
MPCA
172
Madison Park Capital Advisors
Washington
$384K – – –
FNT
173
First National Trust
Pennsylvania
$377K – – –
PWP
174
Principle Wealth Partners
Connecticut
$372K – – –
RWB
175
RMR Wealth Builders
New Jersey
$369K +$2.84K +148 +0.8%
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7
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