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Hercules Capital

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
Name Market Value Shares Shares
Change
Shares
Change %
HWA
276
HHM Wealth Advisors
Tennessee
$27.4K 1,500
AWM
277
AllSquare Wealth Management
New York
$27.4K 1,500 +500 +50%
GIA
278
GHP Investment Advisors
Colorado
$27.4K 1,500 +1,500 New
Acadian Asset Management
279
Acadian Asset Management
Massachusetts
$27K 1,520 +137 +10%
AssetMark Inc
280
AssetMark Inc
California
$25.3K 1,386 +879 +173%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$25K 1,381 +612 +80%
SWM
282
Spire Wealth Management
Virginia
$24.9K 1,361 +4 +0.3%
AA
283
Ancora Advisors
Ohio
$22.9K 1,250
BIG
284
Brooklyn Investment Group
New York
$21.9K 1,199 +1,199 New
RF
285
Rossby Financial
Florida
$17.7K 969
CWM
286
Crowley Wealth Management
Delaware
$16.5K 900
W
287
WealthCollab
Washington
$15.3K 836 +195 +30%
BCMLT
288
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.3K 835 +21 +3%
TCOV
289
Trust Company of Vermont
Vermont
$15.1K 825 +825 New
ADL
290
Asset Dedication LLC
California
$13.8K 756
SIC
291
Salem Investment Counselors
North Carolina
$12.8K 700 -746 -52%
TSMHT
292
Thurston Springer Miller Herd & Titak
Indiana
$12.8K 700
NS
293
NBC Securities
Alabama
$12K 710
CB
294
Community Bank
New York
$11.4K 625
VNA
295
Valley National Advisers
Pennsylvania
$11K 656
BONH
296
Bank of New Hampshire
New Hampshire
$11K 600 +600 New
Russell Investments Group
297
Russell Investments Group
United Kingdom
$9.51K 520
AF
298
Alerus Financial
North Dakota
$9.45K 517 +517 New
TPWA
299
Twin Peaks Wealth Advisors
California
$8.67K 451 +451 New
PP
300
PFS Partners
New Jersey
$7.55K 413