Hennessy Advisors
HNNA
33 hedge funds and large institutions have $11.3M invested in Hennessy Advisors in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 0 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
14% more funds holding
Funds holding: 29 → 33 (+4)
6% more capital invested
Capital invested by funds: $10.6M → $11.3M (+$658K)
0.64% more ownership
Funds ownership: 14.04% → 14.68% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
THC
Truffle Hound Capital
Bethesda,
Maryland
|
+$398K |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$149K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$105K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$89.7K |
| 5 |
Renaissance Technologies
New York
|
+$46.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$283K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$95.3K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$59.3K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$51.5K |
| 5 |
NWAG
Net Worth Advisory Group
Sandy,
Utah
|
-$5.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
26
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $4.88K | +$4.98K | +500 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $3.67K | -$687 | -69 | -16% |
|
|
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $1K | – | – | – |
|
|
CAM
29
Clarity Asset Management
Ames,
Iowa
| $694 | +$10 | +1 | +1% |
|
30
Citigroup
New York
| $49 | +$40 | +4 | +400% |
|
31
Morgan Stanley
New York
| $13 | – | – | – |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10 | -$1.28K | -129 | -99% |
|
33
Wells Fargo
San Francisco,
California
| $9 | – | – | – |
|
HNNA Hedge Fund Activity: Q1 2026 in Review
33 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q1 2026, worth a combined $11.3M — up 6.2% from $10.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HNNA positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Truffle Hound Capital, adding an estimated $398K. The largest seller was Navellier & Associates, cutting an estimated $283K.
- 33 institutional investors held Hennessy Advisors (HNNA) as of Q1 2026, up from 29 in Q4 2025.
- Funds reported $11.3M of Hennessy Advisors stock for Q1 2026, up 6.2% quarter-over-quarter.
- 5 funds opened new Hennessy Advisors positions in Q1 2026 and 0 closed out, a net change of +5 holders.
- The largest Hennessy Advisors buyer in Q1 2026 was Truffle Hound Capital, an estimated $398K added.
- The largest Hennessy Advisors seller in Q1 2026 was Navellier & Associates, an estimated $283K sold.
Based on aggregated 13F filings for Q1 2026.