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Hennessy Advisors
HNNA

27 hedge funds and large institutions have $13.6M invested in Hennessy Advisors in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

37% more capital invested

Capital invested by funds: $9.96M → $13.6M (+$3.64M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 26 → 27 (+1)

1.11% more ownership

Funds ownership: 12.75% → 13.87% (+1.1%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
THC
Truffle Hound Capital
Maryland
+$471K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$195K
3
ECM
Evergreen Capital Management
Washington
+$161K
4
NWAG
Net Worth Advisory Group
Utah
+$149K
5
EF
Empowered Funds
Pennsylvania
+$107K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$113K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$73.2K
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.06K
4
BlackRock
BlackRock
New York
-$3.62K
5
HBCM
Heron Bay Capital Management
Michigan
-$449
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37M +$195K +18,215 +7%
AF
2
Aegis Financial
Virginia
$1.78M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$1.18M +$5.34K +500 +0.5%
AF
4
Allworth Financial
California
$1.03M – – –
RWA
5
Redhawk Wealth Advisors
Minnesota
$864K +$12.9K +1,204 +2%
PWM
6
Perigon Wealth Management
California
$804K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$790K +$5.43K +508 +0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$654K +$10.8K +1,014 +2%
THC
9
Truffle Hound Capital
Maryland
$556K +$471K +44,131 New
NA
10
Navellier & Associates
Nevada
$539K +$6.86K +642 +2%
Northern Trust
11
Northern Trust
Illinois
$418K +$2.68K +251 +0.8%
BCM
12
Bridgeway Capital Management
Texas
$215K +$11.5K +1,072 +7%
ECM
13
Evergreen Capital Management
Washington
$190K +$161K +15,071 New
QOP
14
Quinn Opportunity Partners
Virginia
$188K – – –
NWAG
15
Net Worth Advisory Group
Utah
$175K +$149K +13,913 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$160K -$73.2K -6,851 -35%
BlackRock
17
BlackRock
New York
$152K -$3.62K -339 -3%
HBCM
18
Heron Bay Capital Management
Michigan
$131K -$449 -42 -0.4%
Bank of America
19
Bank of America
North Carolina
$129K -$139 -13 -0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$127K – – –
EF
21
Empowered Funds
Pennsylvania
$127K +$107K +10,060 New
Wells Fargo
22
Wells Fargo
California
$9.46K – – –
CSC
23
Caldwell Sutter Capital
California
$6.36K – – –
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.71K – – –
CAL
25
Capital Advisors Ltd
Ohio
$1K – – –
1
2

HNNA Hedge Fund Activity: Q2 2025 in Review

27 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q2 2025, worth a combined $13.6M — up 37% from $9.96M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HNNA positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Truffle Hound Capital, opening a new position worth an estimated $471K. The largest seller was Citadel Advisors, exiting entirely with an estimated $113K sold.

  • 27 institutional investors held Hennessy Advisors (HNNA) as of Q2 2025, up from 26 in Q1 2025.
  • Funds reported $13.6M of Hennessy Advisors stock for Q2 2025, up 37% quarter-over-quarter.
  • 4 funds opened new Hennessy Advisors positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Hennessy Advisors buyer in Q2 2025 was Truffle Hound Capital, an estimated $471K added.
  • The largest Hennessy Advisors seller in Q2 2025 was Citadel Advisors, an estimated $113K sold.

Based on aggregated 13F filings for Q2 2025.