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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$631K |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$167K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$132K |
| 4 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$121K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$160K |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$61.5K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$17.5K |
| 4 |
Morgan Stanley
New York
|
-$9.06K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.02K |
HNNA Hedge Fund Activity: Q1 2025 in Review
26 of the 7,472 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.