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Hercules Capital

342 hedge funds and large institutions have $984M invested in Hercules Capital in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.51% less ownership

Funds ownership: 26.34%25.83% (-0.51%)

31% less call options, than puts

Call options by funds: $8.68M | Put options by funds: $12.6M

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.68M
Puts
$12.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$147K
WANY
252
Wealthspire Advisors (New York)
New York
$142K
LSA
253
Leonteq Securities AG
Switzerland
$142K
SOADOR
254
State of Alaska Department of Revenue
Alaska
$141K
AGWCA
255
Annis Gardner Whiting Capital Advisors
Florida
$127K
AF
256
Allworth Financial
California
$126K
Group One Trading
257
Group One Trading
Illinois
$123K
GWM
258
Geneos Wealth Management
Colorado
$122K
HNB
259
Huntington National Bank
Ohio
$109K
Comerica Bank
260
Comerica Bank
Texas
$103K
MCM
261
MAI Capital Management
Ohio
$95K
HWA
262
Heartwood Wealth Advisors
Virginia
$94.5K
S
263
SignatureFD
Georgia
$91.7K
GA
264
Guerra Advisors
Florida
$91.4K
SNB
265
Security National Bank
Nebraska
$82.3K
CSC
266
Caldwell Sutter Capital
California
$78.3K
BTI
267
Blue Trust Inc
Georgia
$75.6K
HI
268
Harbour Investments
Wisconsin
$75K
BLC
269
Brown, Lisle/Cummings
Rhode Island
$72.1K
TCM
270
Tradewinds Capital Management
Washington
$72K
ACM
271
Aquatic Capital Management
Illinois
$70.3K
PTC
272
Private Trust Company
Ohio
$63.9K
KA
273
Kozak & Associates
Colorado
$58.9K
EWP
274
Elevation Wealth Partners
California
$58.8K
WOSD
275
WFA of San Diego
California
$56.7K