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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
CWP
301
Clark Wealth Partners
Illinois
$19.7K
BBHC
302
Brown Brothers Harriman & Co
New York
$18.2K
PAS
303
Point72 Asia (Singapore)
Singapore
$17.3K
CWM
304
Crowley Wealth Management
Delaware
$17K
FGAM
305
Financial Gravity Asset Management
Texas
$17K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$16.7K
W
307
WealthCollab
Washington
$15.8K
ADL
308
Asset Dedication LLC
California
$14.3K
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$14K
NS
310
NBC Securities
Alabama
$13.4K
SIC
311
Salem Investment Counselors
North Carolina
$13.2K
VNA
312
Valley National Advisers
Pennsylvania
$12K
CB
313
Community Bank
New York
$11.8K
BONH
314
Bank of New Hampshire
New Hampshire
$11.3K
SSG
315
Summit Securities Group
New York
$11.3K
PFA
316
Pathway Financial Advisers
Indiana
$10.9K
Russell Investments Group
317
Russell Investments Group
United Kingdom
$9.83K
AF
318
Alerus Financial
North Dakota
$9.78K
PP
319
PFS Partners
New Jersey
$7.81K
JFA
320
JNBA Financial Advisors
Minnesota
$6.22K
EWA
321
EverSource Wealth Advisors
Alabama
$6.08K
VWA
322
VSM Wealth Advisory
Maryland
$5.67K
SRCM
323
Signature Resources Capital Management
California
$5.2K
WBWA
324
William B. Walkup & Associates
South Carolina
$4.33K
JWM
325
JPL Wealth Management
Colorado
$3.78K