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Hennessy Advisors
HNNA

Overview Fund Activity

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
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

1
THC
Truffle Hound Capital
Maryland
+$556K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230K
3
ECM
Evergreen Capital Management
Washington
+$190K
4
NWAG
Net Worth Advisory Group
Utah
+$175K
5
EF
Empowered Funds
Pennsylvania
+$127K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$113K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$86.3K
3
BlackRock
BlackRock
New York
-$4.27K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.06K
5
HBCM
Heron Bay Capital Management
Michigan
-$529
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37M +$230K +18,215 +7%
AF
2
Aegis Financial
Virginia
$1.78M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$1.18M +$6.3K +500 +0.5%
AF
4
Allworth Financial
California
$1.03M – – –
RWA
5
Redhawk Wealth Advisors
Minnesota
$864K +$15.2K +1,204 +2%
PWM
6
Perigon Wealth Management
California
$804K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$790K +$6.4K +508 +0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$654K +$12.8K +1,014 +2%
THC
9
Truffle Hound Capital
Maryland
$556K +$556K +44,131 New
NA
10
Navellier & Associates
Nevada
$539K +$8.09K +642 +2%
Northern Trust
11
Northern Trust
Illinois
$418K +$3.16K +251 +0.8%
BCM
12
Bridgeway Capital Management
Texas
$215K +$13.5K +1,072 +7%
ECM
13
Evergreen Capital Management
Washington
$190K +$190K +15,071 New
QOP
14
Quinn Opportunity Partners
Virginia
$188K – – –
NWAG
15
Net Worth Advisory Group
Utah
$175K +$175K +13,913 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$160K -$86.3K -6,851 -35%
BlackRock
17
BlackRock
New York
$152K -$4.27K -339 -3%
HBCM
18
Heron Bay Capital Management
Michigan
$131K -$529 -42 -0.4%
Bank of America
19
Bank of America
North Carolina
$129K -$164 -13 -0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$127K – – –
EF
21
Empowered Funds
Pennsylvania
$127K +$127K +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 – – –
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