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Hennessy Advisors

27 hedge funds and large institutions have $13.6M invested in Hennessy Advisors in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

37% more capital invested

Capital invested by funds: $9.96M → $13.6M (+$3.64M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2627 (+1)

1.11% more ownership

Funds ownership: 12.75%13.87% (+1.1%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Clarity Asset Management
Iowa
$862
Morgan Stanley
27
Morgan Stanley
New York
$17
Citadel Advisors
28
Citadel Advisors
Florida
-$113K -11,377 Closed
JP Morgan Chase
29
JP Morgan Chase
New York
-$4.06K -408 Closed

HNNA Hedge Fund Activity: Q2 2025 in Review

27 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q2 2025, worth a combined $13.6M — up 37% from $9.96M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HNNA positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Truffle Hound Capital, opening a new position worth an estimated $471K. The largest seller was Citadel Advisors, exiting entirely with an estimated $113K sold.

  • 27 institutional investors held Hennessy Advisors (HNNA) as of Q2 2025, up from 26 in Q1 2025.
  • Funds reported $13.6M of Hennessy Advisors stock for Q2 2025, up 37% quarter-over-quarter.
  • 4 funds opened new Hennessy Advisors positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Hennessy Advisors buyer in Q2 2025 was Truffle Hound Capital, an estimated $471K added.
  • The largest Hennessy Advisors seller in Q2 2025 was Citadel Advisors, an estimated $113K sold.

Based on aggregated 13F filings for Q2 2025.