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Hennessy Advisors
HNNA
HNNA
29 hedge funds and large institutions have $10.6M invested in Hennessy Advisors in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 26 → 29 (+3)
1.72% less ownership
Funds ownership: 15.76% → 14.04% (-1.7%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
17% less capital invested
Capital invested by funds: $12.9M → $10.6M (-$2.24M)
Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Clarity Asset Management
Ames,
Iowa
| $673 | +$10 | +1 | +1% |
|
27
Morgan Stanley
New York
| $17 | +$10 | +1 | New |
|
28
Citigroup
New York
| $10 | +$10 | +1 | New |
|
29
Wells Fargo
San Francisco,
California
| $6 | -$7.42K | -749 | -100% |
|
|
RWA
30
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$791K | -75,314 | Closed |
|
|
ECM
31
Evergreen Capital Management
Bellevue,
Washington
| – | -$159K | -15,071 | Closed |
|
|
EF
32
Empowered Funds
Havertown,
Pennsylvania
| – | -$121K | -11,514 | Closed |
|