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Hennessy Advisors
HNNA

Overview Fund Activity

26 hedge funds and large institutions have $13.4M invested in Hennessy Advisors in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
THC
1
Truffle Hound Capital
Maryland
$556K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.37M
3
ECM
3
Evergreen Capital Management
Washington
$190K
4
NWAG
4
Net Worth Advisory Group
Utah
$175K
5
EF
5
Empowered Funds
Pennsylvania
$127K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BlackRock
2
BlackRock
New York
$152K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
HBCM
4
Heron Bay Capital Management
Michigan
$131K
5
Bank of America
5
Bank of America
North Carolina
$129K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$17 1 – –
Citadel Advisors
27
Citadel Advisors
Florida
– – -11,377 Closed
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
– – -408 Closed
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
– – -44 Closed
1
2