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Hercules Capital
HTGC

Overview Fund Activity

322 hedge funds and large institutions have $938M invested in Hercules Capital in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
–
Holders Change %
0%
% of All Funds
4.32%
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
85
Closed
36
Calls
$5.7M
Puts
$11.4M
Net Calls
-$5.74M
Net Calls Change
-$1M

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 Holding Trade Value Shares
Change 		Shares
Change %
MPCA
176
Madison Park Capital Advisors
Washington
$366K – – –
RWB
177
RMR Wealth Builders
New Jersey
$359K +$7.73K +423 +2%
FNT
178
First National Trust
Pennsylvania
$359K – – –
IAIM
179
International Assets Investment Management
Florida
$356K -$28.8K -1,577 -7%
HI
180
Harbour Investments
Wisconsin
$355K -$33.2K -1,817 -9%
PWP
181
Principle Wealth Partners
Connecticut
$354K – – –
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$353K +$37.1K +2,030 +12%
AWM
183
Apollon Wealth Management
South Carolina
$349K -$17.7K -970 -5%
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$346K +$603 +33 +0.2%
PPW
185
Pasadena Private Wealth
California
$337K +$3.66K +200 +1%
IA
186
Inspire Advisors
Idaho
$334K -$48.9K -2,677 -13%
SIA
187
Sit Investment Associates
Minnesota
$330K – – –
MF
188
Magnetar Financial
Illinois
$323K +$323K +17,657 New
Simplex Trading
189
Simplex Trading
Illinois
$321K -$1.01M -55,258 -76%
Brown Advisory
190
Brown Advisory
Maryland
$309K – – –
NA
191
NewEdge Advisors
Louisiana
$308K +$44.1K +2,414 +17%
CRI
192
Colonial River Investments
Virginia
$304K -$17.7K -945 -6%
AWM
193
Axxcess Wealth Management
California
$297K -$17.3K -945 -6%
SFS
194
Sowell Financial Services
Arkansas
$295K -$3.66K -200 -1%
MCM
195
Monument Capital Management
Virginia
$284K -$16.2K -887 -5%
SHGA
196
Sand Hill Global Advisors
California
$283K +$42.9K +2,348 +18%
SM
197
Sciencast Management
New Jersey
$282K +$282K +15,442 New
RFA
198
Register Financial Advisors
Georgia
$280K +$402 +22 +0.1%
CFP
199
Cascade Financial Partners
California
$280K – – –
CWIG
200
Chung Wu Investment Group
Texas
$277K – – –
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