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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
MIM
276
MTM Investment Management
South Carolina
$54.8K
AAG
277
Armstrong Advisory Group
Massachusetts
$53.7K
Bank Julius Baer & Co
278
Bank Julius Baer & Co
Switzerland
$51.8K
NWM
279
Nova Wealth Management
Florida
$47.7K
HCM
280
Hollencrest Capital Management
California
$47.7K
CAM
281
Chesapeake Asset Management
New York
$44.4K
DAM
282
Delta Asset Management
Tennessee
$42.6K
AIC
283
Archer Investment Corporation
Indiana
$38.5K
Optiver Holding
284
Optiver Holding
Netherlands
$38.2K
AUB
285
Atlantic Union Bankshares
Virginia
$38.1K
ECM
286
Estabrook Capital Management
New York
$37.9K
OCM
287
Orion Capital Management
California
$37.8K
PD
288
Point72 (DIFC)
United Arab Emirates
$35.9K
FC
289
Financial Consulate
Maryland
$34.9K
ABWM
290
Alpine Bank Wealth Management
Colorado
$34.6K
AssetMark Inc
291
AssetMark Inc
California
$33.8K
KSWA
292
Kathleen S. Wright Associates
Pennsylvania
$29.9K
PPA
293
Painted Porch Advisors
California
$29.2K
CJ
294
Caitlin John
Michigan
$28.8K
AWM
295
AllSquare Wealth Management
New York
$28.4K
HWA
296
HHM Wealth Advisors
Tennessee
$28.4K
RF
297
Rossby Financial
Florida
$27.7K
JFG
298
Jefferies Financial Group
New York
$26.3K
SWM
299
Spire Wealth Management
Virginia
$25.8K
AA
300
Ancora Advisors
Ohio
$23.6K