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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 %
FFP
201
FourThought Financial Partners
Florida
$282K -$9.53K -496 -3%
MWM
202
Modern Wealth Management
Kansas
$279K +$10.2K +531 +4%
FFA
203
Founders Financial Alliance
North Carolina
$279K +$279K +14,516 New
NA
204
NewEdge Advisors
Louisiana
$278K -$10.9K -569 -4%
SCA
205
Snowden Capital Advisors
New York
$275K
CG
206
Caprock Group
Idaho
$273K
SFC
207
Strategic Financial Concepts
Texas
$272K -$41.3K -2,150 -13%
BPA
208
Beacon Pointe Advisors
California
$270K -$58.8K -3,062 -18%
CPIG
209
Chicago Partners Investment Group
Illinois
$268K -$4.86K -281 -2%
CW
210
CreativeOne Wealth
Kansas
$268K +$38 +2 +0%
WS
211
Wedbush Securities
California
$265K -$1.92K -100 -0.7%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K -$542K -28,237 -67%
SS
213
Sunbelt Securities
Texas
$260K +$192 +10 +0.1%
CCG
214
Catalina Capital Group
California
$255K +$255K +13,271 New
TCM
215
Triumph Capital Management
Colorado
$253K -$25.2K -1,311 -9%
SHGA
216
Sand Hill Global Advisors
California
$253K -$274K -14,262 -52%
AAS
217
Avantax Advisory Services
Texas
$252K +$18K +935 +8%
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$252K
KFA
219
Kelleher Financial Advisors
New York
$247K +$36.6K +1,905 +17%
SWP
220
Stratos Wealth Partners
Ohio
$246K -$85.4K -4,443 -26%
FB
221
Fulton Bank
Pennsylvania
$246K -$9.61K -500 -4%
SI
222
Stephens Inc
Arkansas
$239K +$7.74K +403 +3%
GWM
223
Geneos Wealth Management
Colorado
$235K +$148K +7,705 +171%
KFGK
224
Keystone Financial Group (Kentucky)
Kentucky
$234K
Axa
225
Axa
France
$233K +$4.19K +218 +2%