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Hercules Capital

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
Name Holding Trade Value Shares
Change
Shares
Change %
KSWA
276
Kathleen S. Wright Associates
Pennsylvania
$30.4K
NEWAS
277
N.E.W. Advisory Services
Wisconsin
$29.6K +$29.6K +1,540 New
PPA
278
Painted Porch Advisors
California
$29.5K +$58 +3 +0.2%
HWA
279
HHM Wealth Advisors
Tennessee
$28.8K
SIC
280
Salem Investment Counselors
North Carolina
$27.8K -$1.92K -100 -6%
AG
281
AmeriFlex Group
Nevada
$26.1K
SWM
282
Spire Wealth Management
Virginia
$26.1K +$77 +4 +0.3%
Acadian Asset Management
283
Acadian Asset Management
Massachusetts
$26K
AA
284
Ancora Advisors
Ohio
$24K
AF
285
Allworth Financial
California
$20.4K +$2.66K +148 +15%
AWM
286
AllSquare Wealth Management
New York
$19.2K
RF
287
Rossby Financial
Florida
$17.4K +$17.4K +969 New
CWM
288
Crowley Wealth Management
Delaware
$17.3K
BCMLT
289
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.6K +$365 +19 +2%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$15K +$195 +10 +1%
ADL
291
Asset Dedication LLC
California
$14.5K
TSMHT
292
Thurston Springer Miller Herd & Titak
Indiana
$13.4K
NS
293
NBC Securities
Alabama
$13K +$13K +710 New
W
294
WealthCollab
Washington
$12.3K
CB
295
Community Bank
New York
$12K
VNA
296
Valley National Advisers
Pennsylvania
$12K +$10.2K +556 +556%
Russell Investments Group
297
Russell Investments Group
United Kingdom
$9.99K
AssetMark Inc
298
AssetMark Inc
California
$9.74K +$7.3K +380 +299%
PTC
299
Private Trust Company
Ohio
$9.61K -$3.48K -181 -27%
HIA
300
Harbor Investment Advisory
Maryland
$9.13K +$9.13K +475 New