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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 %
FCM
176
Fieldview Capital Management
Michigan
$365K +$365K +19,025 New
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$363K +$23.7K +1,233 +7%
LF
178
Lansforsakringar Fondforvaltning
Sweden
$362K +$362K +18,837 New
CC
179
Centiva Capital
New York
$361K +$361K +18,767 New
JF
180
Jump Financial
Illinois
$359K -$1.55M -80,539 -81%
PPW
181
Pasadena Private Wealth
California
$350K +$350K +18,240 New
SIA
182
Sit Investment Associates
Minnesota
$347K
PA
183
Prossimo Advisors
California
$335K +$2.97K +155 +0.9%
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$332K +$74.3K +3,868 +29%
IWC
185
Integrated Wealth Concepts
Massachusetts
$331K +$18.4K +959 +6%
CRI
186
Colonial River Investments
Virginia
$330K
AWM
187
Axxcess Wealth Management
California
$330K
Brown Advisory
188
Brown Advisory
Maryland
$325K
QT
189
Quantbot Technologies
New York
$322K -$1.79M -93,026 -85%
CA
190
Clearstead Advisors
Ohio
$317K +$167K +8,669 +110%
MCM
191
Monument Capital Management
Virginia
$315K -$14.2K -740 -4%
SFS
192
Sowell Financial Services
Arkansas
$313K -$239K -12,445 -43%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$302K +$62.4K +3,250 +26%
RFA
194
Register Financial Advisors
Georgia
$294K -$1.54K -80 -0.5%
CFP
195
Cascade Financial Partners
California
$294K +$21.1K +1,100 +8%
CWIG
196
Chung Wu Investment Group
Texas
$292K
Nomura Asset Management
197
Nomura Asset Management
Japan
$292K -$23.3K -1,213 -7%
AFO
198
Allie Family Office
Florida
$288K
PA
199
Parallel Advisors
California
$284K -$12.4K -644 -4%
ACM
200
Anfield Capital Management
California
$283K