Hennessy Advisors
HNNA
25 hedge funds and large institutions have $11.4M invested in Hennessy Advisors in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
42% more capital invested
Capital invested by funds: $8M → $11.4M (+$3.39M)
19% more funds holding
Funds holding: 21 → 25 (+4)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
1.11% more ownership
Funds ownership: 10.47% → 11.58% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$514K |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$291K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$172K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$145K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$268K |
| 2 |
Renaissance Technologies
New York
|
-$31.4K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28.7K |
| 4 |
Morgan Stanley
New York
|
-$8.45K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Osaic Holdings
Scottsdale,
Arizona
| – | -$268K | -26,900 | Closed |
|
HNNA Hedge Fund Activity: Q4 2024 in Review
25 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q4 2024, worth a combined $11.4M — up 42% from $8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HNNA positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Navellier & Associates, opening a new position worth an estimated $514K. The largest seller was Osaic Holdings, exiting entirely with an estimated $268K sold.
- 25 institutional investors held Hennessy Advisors (HNNA) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $11.4M of Hennessy Advisors stock for Q4 2024, up 42% quarter-over-quarter.
- 5 funds opened new Hennessy Advisors positions in Q4 2024 and 1 closed out, a net change of +4 holders.
- The largest Hennessy Advisors buyer in Q4 2024 was Navellier & Associates, an estimated $514K added.
- The largest Hennessy Advisors seller in Q4 2024 was Osaic Holdings, an estimated $268K sold.
Based on aggregated 13F filings for Q4 2024.