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Hennessy Advisors
HNNA

Overview Fund Activity

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
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
–

Top Buyers

1
THC
Truffle Hound Capital
Maryland
+$556K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230K
3
ECM
Evergreen Capital Management
Washington
+$190K
4
NWAG
Net Worth Advisory Group
Utah
+$175K
5
EF
Empowered Funds
Pennsylvania
+$127K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$113K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$86.3K
3
BlackRock
BlackRock
New York
-$4.27K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.06K
5
HBCM
Heron Bay Capital Management
Michigan
-$529
Name Holding Trade Value Shares
Change 		Shares
Change %
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
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
– -$4.06K -408 Closed
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