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Hennessy Advisors
HNNA
HNNA
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 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 25 → 26 (+1)
1.17% more ownership
Funds ownership: 11.58% → 12.75% (+1.2%)
13% less capital invested
Capital invested by funds: $11.4M → $9.96M (-$1.43M)
Holders
26
Holders Change
+1
Holders Change %
+4%
% 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
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$160K |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$61.5K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$17.5K |
| 4 |
Morgan Stanley
New York
|
-$9.06K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
26
Independent Financial Group
San Diego,
California
| – | -$160K | -12,553 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$421 | -33 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$13 | -1 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$510 | +44 | New |
|