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Hennessy Advisors
HNNA

Overview Fund Trends Analyst Outlook Journalist POV

27 hedge funds and large institutions have $13.6M invested in Hennessy Advisors in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

1.11% more ownership

Funds ownership: 12.75% → 13.87% (+1.1%)

Holders
27
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$556K
2
+$230K
3
+$190K
4
NWAG
Net Worth Advisory Group
Utah
+$175K
5
EF
Empowered Funds
Pennsylvania
+$127K

Top Sellers

1
-$113K
2
-$86.3K
3
-$4.27K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.06K
5
HBCM
Heron Bay Capital Management
Michigan
-$529
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Clarity Asset Management
Iowa
$862
Morgan Stanley
27
Morgan Stanley
New York
$17
Citadel Advisors
28
Citadel Advisors
Florida
–
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
–
1
2