Hennessy Advisors
HNNA
26 hedge funds and large institutions have $12.9M invested in Hennessy Advisors in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
1.89% more ownership
Funds ownership: 13.87% → 15.76% (+1.9%)
4% less funds holding
Funds holding: 27 → 26 (-1)
5% less capital invested
Capital invested by funds: $13.6M → $12.9M (-$727K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
THC
Truffle Hound Capital
Bethesda,
Maryland
|
+$1.26M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$365K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$244K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$163K |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$79.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$176K |
| 2 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
-$131K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$101K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$66K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Clarity Asset Management
Ames,
Iowa
| $723 | +$12 | +1 | +1% |
|
|
HBCM
27
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| – | -$131K | -10,414 | Closed |
|
28
Morgan Stanley
New York
| – | -$17 | -1 | Closed |
|
HNNA Hedge Fund Activity: Q3 2025 in Review
26 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q3 2025, worth a combined $12.9M — down 5.3% from $13.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HNNA and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 11 added.
The largest buyer was Truffle Hound Capital, adding an estimated $1.26M. The largest seller was Dimensional Fund Advisors, cutting an estimated $176K.
- 26 institutional investors held Hennessy Advisors (HNNA) as of Q3 2025, down from 27 in Q2 2025.
- Funds reported $12.9M of Hennessy Advisors stock for Q3 2025, down 5.3% quarter-over-quarter.
- 1 fund opened new Hennessy Advisors positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest Hennessy Advisors buyer in Q3 2025 was Truffle Hound Capital, an estimated $1.26M added.
- The largest Hennessy Advisors seller in Q3 2025 was Dimensional Fund Advisors, an estimated $176K sold.
Based on aggregated 13F filings for Q3 2025.