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Hennessy Advisors
HNNA

25 hedge funds and large institutions have $12M invested in Hennessy Advisors in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
25
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
+$1.12M
2
+$323K
3
+$218K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$146K
5
RWA
Redhawk Wealth Advisors
Minnesota
+$70.5K

Top Sellers

1
-$157K
2
-$131K
3
-$89.9K
4
Northern Trust
Northern Trust
Illinois
-$58.4K
5
Bank of America
Bank of America
North Carolina
-$7.11K
Name Holding Trade Value Shares
Change 		Change in
Stake
HBCM
26
Heron Bay Capital Management
Michigan
–
Morgan Stanley
27
Morgan Stanley
New York
–
1
2