Who Owns Hercules Capital, Inc. (HTGC)?Hedge Fund & Institutional Holders

$14.50+0.45 (+3.17%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.6510160476225644e+300%

QoQ Change in Holders

+9 / -6

Price History

$14.04$15.95$17.87$19.79$21.70Sep 24Jun 25Mar 26

HTGC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Muzinich & Co., Inc.New Position+1.3M+$25.1B
Sumitomo Mitsui Trust Group, Inc.New Position+1.0M+$19.2B
TECTONIC ADVISORS LLCNew Position+760K+$14.3B
Point72 Asset Management, L.P.Increased+482K+$8.6B
UBS Group AGIncreased+353K+$6.5B
D.A. DAVIDSON & CO.New Position+309K+$5.8B
D. E. Shaw & Co., Inc.Increased+309K+$5.2B
TWO SIGMA INVESTMENTS, LPIncreased+288K+$4.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+220K+$4.0B
Legal & General Group PlcIncreased+210K+$3.8B
Naviter Wealth, LLCNew Position+194K+$3.6B
FAS Wealth Partners, Inc.New Position+183K+$3.4B
Jump Financial, LLCIncreased+217K+$3.3B
Taylor Frigon Capital Management LLCNew Position+163K+$3.1B
XTX Topco LtdNew Position+193K+$3.0B

HTGC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Union Bancaire Privee, UBP SADecreased-8K-$21.0B
MARSHALL WACE, LLPDecreased-280K-$11.2B
CITADEL ADVISORS LLCDecreased-432K-$9.1B
Connor, Clark & Lunn Investment Management Ltd.Closed Position-434K-$8.2B
Atom Investors LPClosed Position-386K-$7.3B
CREDIT AGRICOLE S ADecreased-201K-$5.3B
ROYAL BANK OF CANADADecreased-117K-$3.4B
ELEVATION POINT WEALTH PARTNERS, LLCClosed Position-172K-$3.2B
Engineers Gate Manager LPDecreased-25K-$3.0B
JPMORGAN CHASE & CODecreased-99K-$2.9B
Cubist Systematic Strategies, LLCClosed Position-144K-$2.7B
CIBC Bancorp USA Inc.Closed Position-111K-$2.1B
NAPA WEALTH MANAGEMENTClosed Position-111K-$2.1B
S&T BANK/PADecreased-51K-$1.7B
Tidal Investments LLCDecreased-4K-$1.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Union Bancaire Privee, UBP SA27,808$81.2B964.37%Share
2Sound Income Strategies, LLC2,703,275$51.1B2.42%Share
3TWO SIGMA ADVISERS, LP1,922,200$36.0B69.99%Share
4TWO SIGMA INVESTMENTS, LP1,616,456$30.0B42.31%Share
5UBS Group AG1,550,586$29.2B4.73%Share
6Legal & General Group Plc1,382,084$26.0B5.77%Share
7MILLENNIUM MANAGEMENT LLC1,392,476$26.0B10.93%Share
8Muzinich & Co., Inc.1,335,787$25.1B7.90%Share
9Sumitomo Mitsui Trust Group, Inc.1,018,759$19.2B11.26%Share
10FRANKLIN RESOURCES INC975,355$18.0B4.42%Share
11Melia Wealth LLC802,185$15.1B6.98%Share
12D. E. Shaw & Co., Inc.808,357$15.0B8.22%Share
13TECTONIC ADVISORS LLC751,076$14.1B0.75%Share
14CITADEL ADVISORS LLC639,400$12.0B1.80%Call
15STIFEL FINANCIAL CORP601,140$11.0B9.89%Share
16Point72 Asset Management, L.P.557,660$10.0B11.18%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP522,100$9.0B1.04%Call
18WELLS FARGO & COMPANY/MN501,587$9.0B1.64%Share
19CITADEL ADVISORS LLC449,403$8.0B1.20%Share
20AMERIPRISE FINANCIAL INC383,789$7.0B1.58%Share
21RAYMOND JAMES FINANCIAL INC372,736$7.0B2.18%Share
22Jump Financial, LLC357,100$6.0B73.71%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP340,200$6.0B0.69%Put
24Advisors Asset Management, Inc.364,211$6.0B100.74%Share
25ROYAL BANK OF CANADA364,672$6.0B0.98%Share
26D.A. DAVIDSON & CO.309,211$5.8B35.64%Share
27Left Brain Wealth Management, LLC295,753$5.6B1.93%Share
28RAYMOND JAMES FINANCIAL INC318,328$5.0B1.56%Share
29ROYAL BANK OF CANADA275,785$5.0B0.81%Share
30JPMORGAN CHASE & CO291,827$5.0B0.31%Share
31Neuberger Berman Group LLC301,845$5.0B3.72%Share
32PREVAIL INNOVATIVE WEALTH ADVISORS, LLC239,614$4.5B0.81%Share
33CONFLUENCE INVESTMENT MANAGEMENT LLC229,506$4.3B64.72%Share
34GROUP ONE TRADING LLC213,400$4.0B7.01%Call
35WELLS FARGO & COMPANY/MN232,194$4.0B0.73%Share
36Quantbot Technologies LP213,689$4.0B0.13%Share
37COMMONWEALTH EQUITY SERVICES, LLC220,042$4.0B5.33%Share
38ARES MANAGEMENT LLC201,606$3.8B0.22%Share
39Naviter Wealth, LLC193,963$3.6B0.48%Share
40FAS Wealth Partners, Inc.182,746$3.4B0.22%Share
41Taylor Frigon Capital Management LLC163,288$3.1B1.56%Share
42BLAIR WILLIAM & CO/IL195,593$3.0B8.05%Share
43GOLDMAN SACHS GROUP INC188,328$3.0B0.37%Share
44BARCLAYS PLC176,373$3.0B0.72%Share
45Walleye Trading LLC171,395$3.0B4.28%Share
46S&T BANK/PA196,800$3.0B0.95%Share
47XTX Topco Ltd193,304$3.0B0.08%Share
48GROUP ONE TRADING LLC133,000$2.5B4.37%Put
49UBS Group AG121,274$2.3B0.37%Share
50SAGE ADVISORS, LLC119,974$2.3B1.50%Share

HTGC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025350$618.0B+119
Q3 2025231$680.7B-55
Q2 2025286$705.2B-34
Q1 2025320$626.5B+30
Q4 2024290$11.9T+83
Q3 2024207$35.2T+11
Q2 2024196$14.3T-1
Q1 2024197$232.0T—

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As of Q4 2025, 50 institutional investors hold HTGC (Hercules Capital, Inc.). The largest holder is Union Bancaire Privee, UBP SA with $81.2B in shares. This quarter, 9 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own HTGC?

As of Q4 2025, 50 institutional investors report holding HTGC (Hercules Capital, Inc.) in their 13F filings.

Who is the largest institutional holder of HTGC?

The largest institutional holder of HTGC is Union Bancaire Privee, UBP SA with $81.2B in shares.

Is institutional ownership of HTGC increasing or decreasing?

This quarter, 9 institutions opened new positions in HTGC and 6 closed their positions.