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Hennessy Advisors

28 hedge funds and large institutions have $12M invested in Hennessy Advisors in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

6% more capital invested

Capital invested by funds: $11.3M → $12M (+$659K)

0.22% more ownership

Funds ownership: 14.68%14.9% (+0.22%)

15% less funds holding

Funds holding: 3328 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change

HNNA Hedge Fund Activity: Q2 2026 in Review

28 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q2 2026, worth a combined $12M — up 5.8% from $11.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HNNA and 1 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was Aegis Financial, adding an estimated $293K. The largest seller was Northern Trust, cutting an estimated $131K.

  • 28 institutional investors held Hennessy Advisors (HNNA) as of Q2 2026, down from 33 in Q1 2026.
  • Funds reported $12M of Hennessy Advisors stock for Q2 2026, up 5.8% quarter-over-quarter.
  • 1 fund opened new Hennessy Advisors positions in Q2 2026 and 6 closed out, a net change of -5 holders.
  • The largest Hennessy Advisors buyer in Q2 2026 was Aegis Financial, an estimated $293K added.
  • The largest Hennessy Advisors seller in Q2 2026 was Northern Trust, an estimated $131K sold.

Based on aggregated 13F filings for Q2 2026.