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Hercules Capital

322 hedge funds and large institutions have $938M invested in Hercules Capital in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 138 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
Holders Change %
0%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
138
Reduced
85
Closed
36
Calls
$5.7M
Puts
$11.4M
Net Calls
-$5.74M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Asset Management
201
Nomura Asset Management
Japan
$275K -$2.89K -158 -1%
AFO
202
Allie Family Office
Florida
$274K
SS
203
Sunbelt Securities
Texas
$272K -$201 -10 -0.1%
ACM
204
Anfield Capital Management
California
$270K
PA
205
Parallel Advisors
California
$269K -$530 -29 -0.2%
WS
206
Wedbush Securities
California
$269K +$16.8K +921 +7%
UCFA
207
United Capital Financial Advisors
Texas
$268K +$268K +14,679 New
SFC
208
Strategic Financial Concepts
Texas
$259K
SCA
209
Snowden Capital Advisors
New York
$256K -$5.48K -300 -2%
CW
210
CreativeOne Wealth
Kansas
$255K -$37 -2 -0%
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$252K
MWM
212
Modern Wealth Management
Kansas
$251K -$15K -821 -6%
AAS
213
Avantax Advisory Services
Texas
$246K +$6.47K +354 +3%
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$239K
PA
215
Prossimo Advisors
California
$239K -$79.8K -4,370 -25%
SWP
216
Stratos Wealth Partners
Ohio
$236K +$2.19K +120 +0.9%
KFA
217
Kelleher Financial Advisors
New York
$235K +$256 +14 +0.1%
BCM
218
Brookstone Capital Management
Illinois
$235K -$258K -14,095 -52%
FFP
219
FourThought Financial Partners
Florida
$235K -$33.9K -1,854 -13%
FB
220
Fulton Bank
Pennsylvania
$234K
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$234K -$53.7K -2,940 -19%
Wolverine Trading
222
Wolverine Trading
Illinois
$231K -$538K -29,676 -70%
SI
223
Stephens Inc
Arkansas
$228K
BFA
224
Beaumont Financial Advisors
Massachusetts
$224K +$5.39K +295 +2%
KFGK
225
Keystone Financial Group (Kentucky)
Kentucky
$223K