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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 %
PP
301
PFS Partners
New Jersey
$7.93K
JFA
302
JNBA Financial Advisors
Minnesota
$6.32K
EWA
303
EverSource Wealth Advisors
Alabama
$6.17K
SIM
304
Studio Investment Management
Illinois
$6.01K
VWA
305
VSM Wealth Advisory
Maryland
$5.76K
SRCM
306
Signature Resources Capital Management
California
$5.28K
LFG
307
Larson Financial Group
Missouri
$4.8K +$4.8K +250 New
CIAM
308
Caitong International Asset Management
Hong Kong
$4.76K -$10.9K -568 -70%
CA
309
Continuum Advisory
Idaho
$4.56K +$96 +5 +2%
WBWA
310
William B. Walkup & Associates
South Carolina
$4.4K
TWC
311
TD Waterhouse Canada
Ontario, Canada
$3.82K
PHK
312
Point72 Hong Kong
Hong Kong
$3.75K -$73.2K -3,808 -95%
IHWM
313
Iron Horse Wealth Management
Iowa
$2.88K +$2.88K +150 New
RIL
314
Rothschild Investment LLC
Illinois
$1.92K
GEA
315
Glen Eagle Advisors
New Jersey
$1.92K
RBC
316
Roble Belko & Company
Pennsylvania
$1K +$1K +54 New
WFA
317
West Financial Advisors
Iowa
$981 +$19 +1 +2%
SWA
318
SOA Wealth Advisors
New York
$941
HIMS
319
Hager Investment Management Services
New Hampshire
$936 +$19 +1 +2%
CA
320
CoreCap Advisors
Michigan
$591 +$19 +1 +3%
WOC
321
West Oak Capital
California
$96
CAM
322
Creekmur Asset Management
Illinois
$16 -$37.4K -2,336 -100%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
-$5.68M -282,713 Closed
SSA
324
Schonfeld Strategic Advisors
New York
-$5.02M -249,700 Closed
PIWA
325
Prevail Innovative Wealth Advisors
Kansas
-$1.22M -60,513 Closed