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Hennessy Advisors
HNNA

Overview Fund Activity

26 hedge funds and large institutions have $9.96M invested in Hennessy Advisors in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% 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
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$859K
2
RWA
Redhawk Wealth Advisors
Minnesota
$671K
3
Citadel Advisors
Citadel Advisors
Florida
$113K
4
HBCM
Heron Bay Capital Management
Michigan
$104K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$195K

Top Sellers

1
NA
Navellier & Associates
Nevada
$451K
2
Northern Trust
Northern Trust
Illinois
$328K
3
Morgan Stanley
Morgan Stanley
New York
$17
4
Bank of America
Bank of America
North Carolina
$102K
5
BlackRock
BlackRock
New York
$124K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
– -$421 -33 Closed
TRCT
27
Tower Research Capital (TRC)
New York
– -$13 -1 Closed
1
2