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Hennessy Advisors
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

1
AF
Allworth Financial
California
+$631K
2
RWA
Redhawk Wealth Advisors
Minnesota
+$167K
3
Citadel Advisors
Citadel Advisors
Florida
+$132K
4
HBCM
Heron Bay Capital Management
Michigan
+$121K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$102K

Top Sellers

1
IFG
Independent Financial Group
California
-$160K
2
NA
Navellier & Associates
Nevada
-$61.5K
3
Northern Trust
Northern Trust
Illinois
-$17.5K
4
Morgan Stanley
Morgan Stanley
New York
-$9.06K
5
Bank of America
Bank of America
North Carolina
-$3.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48M – – –
AF
2
Aegis Financial
Virginia
$1.41M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$929K +$29K +2,500 +3%
AF
4
Allworth Financial
California
$859K +$631K +54,480 +203%
RWA
5
Redhawk Wealth Advisors
Minnesota
$671K +$167K +14,460 +27%
PWM
6
Perigon Wealth Management
California
$635K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$620K +$23K +1,985 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$507K +$35.9K +3,101 +6%
NA
9
Navellier & Associates
Nevada
$451K -$61.5K -5,312 -11%
Northern Trust
10
Northern Trust
Illinois
$328K -$17.5K -1,507 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$195K +$102K +8,783 +81%
BCM
12
Bridgeway Capital Management
Texas
$159K +$4.86K +420 +3%
QOP
13
Quinn Opportunity Partners
Virginia
$149K +$46.3K +4,000 +37%
BlackRock
14
BlackRock
New York
$124K -$2.71K -234 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$113K +$132K +11,377 New
HBCM
16
Heron Bay Capital Management
Michigan
$104K +$121K +10,456 New
Bank of America
17
Bank of America
North Carolina
$102K -$3.02K -261 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$100K – – –
Wells Fargo
19
Wells Fargo
California
$7.47K – – –
CSC
20
Caldwell Sutter Capital
California
$5.03K – – –
JP Morgan Chase
21
JP Morgan Chase
New York
$4.06K -$12 -1 -0.2%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.07K +$3.44K +297 New
CAL
23
Capital Advisors Ltd
Ohio
$1K – – –
CAM
24
Clarity Asset Management
Iowa
$673 +$12 +1 +1%
Morgan Stanley
25
Morgan Stanley
New York
$17 -$9.06K -782 -100%
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HNNA Hedge Fund Activity: Q1 2025 in Review

26 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q1 2025, worth a combined $9.96M — down 13% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HNNA positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Allworth Financial, adding an estimated $631K. The largest seller was Independent Financial Group, exiting entirely with an estimated $160K sold.

  • 26 institutional investors held Hennessy Advisors (HNNA) as of Q1 2025, up from 25 in Q4 2024.
  • Funds reported $9.96M of Hennessy Advisors stock for Q1 2025, down 13% quarter-over-quarter.
  • 4 funds opened new Hennessy Advisors positions in Q1 2025 and 3 closed out, a net change of +1 holder.
  • The largest Hennessy Advisors buyer in Q1 2025 was Allworth Financial, an estimated $631K added.
  • The largest Hennessy Advisors seller in Q1 2025 was Independent Financial Group, an estimated $160K sold.

Based on aggregated 13F filings for Q1 2025.