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Hennessy Advisors
HNNA

Overview Fund Activity

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 2 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% 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
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$859K
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$671K
3
Citadel Advisors
3
Citadel Advisors
Florida
$113K
4
HBCM
4
Heron Bay Capital Management
Michigan
$104K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$195K

Top Sellers

1
NA
1
Navellier & Associates
Nevada
$451K
2
Northern Trust
2
Northern Trust
Illinois
$328K
3
Morgan Stanley
3
Morgan Stanley
New York
$17
4
Bank of America
4
Bank of America
North Carolina
$102K
5
BlackRock
5
BlackRock
New York
$124K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48M 249,430 – –
AF
2
Aegis Financial
Virginia
$1.41M 141,353 – –
Renaissance Technologies
3
Renaissance Technologies
New York
$929K 93,288 +2,500 +3%
AF
4
Allworth Financial
California
$859K 81,380 +54,480 +203%
RWA
5
Redhawk Wealth Advisors
Minnesota
$671K 67,396 +14,460 +27%
PWM
6
Perigon Wealth Management
California
$635K 63,798 – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$620K 62,220 +1,985 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$507K 50,880 +3,101 +6%
NA
9
Navellier & Associates
Nevada
$451K 42,116 -5,312 -11%
Northern Trust
10
Northern Trust
Illinois
$328K 32,925 -1,507 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$195K 19,585 +8,783 +81%
BCM
12
Bridgeway Capital Management
Texas
$159K 15,988 +420 +3%
QOP
13
Quinn Opportunity Partners
Virginia
$149K 14,917 +4,000 +37%
BlackRock
14
BlackRock
New York
$124K 12,421 -234 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$113K 11,377 +11,377 New
HBCM
16
Heron Bay Capital Management
Michigan
$104K 10,456 +10,456 New
Bank of America
17
Bank of America
North Carolina
$102K 10,269 -261 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$100K 10,062 – –
Wells Fargo
19
Wells Fargo
California
$7.48K 751 – –
CSC
20
Caldwell Sutter Capital
California
$5.03K 505 – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$4.06K 408 -1 -0.2%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.07K 297 +297 New
CAL
23
Capital Advisors Ltd
Ohio
$1K 54 – –
CAM
24
Clarity Asset Management
Iowa
$673 68 +1 +1%
Morgan Stanley
25
Morgan Stanley
New York
$17 1 -782 -100%
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