Who Owns Hennessy Advisors, Inc. (HNNA)?Hedge Fund & Institutional Holders

$9.76+0.05 (+0.56%)Financial ServicesNASDAQ

Institutional Holders

40

as of Q4 2025

Total Institutional Value

$1.536000135600014e+67T

% of Float Held

QoQ Change in Holders

+13 / -1

Price History

$8.87$10.05$11.23$12.42$13.60Sep 24Jun 25Mar 26

HNNA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Net Worth Advisory GroupNew Position+13K+$128.0M
UBS Group AGNew Position+850+$7.0M
CALDWELL SUTTER CAPITAL, INC.New Position+505+$4.0M
Perigon Wealth Management, LLCNew Position+64K+$612K
NAVELLIER & ASSOCIATES INCNew Position+40K+$387K
Capital Advisors, Ltd. LLCNew Position+54+$1K
GEODE CAPITAL MANAGEMENT, LLCIncreased+2K+$0
GSA CAPITAL PARTNERS LLPNew Position+11K+$0
Tower Research Capital LLC (TRC)New Position+445+$0
Clarity Asset Management, Inc.New Position+70+$0
PNC FINANCIAL SERVICES GROUP, INC.New Position+130+$0
JONES FINANCIAL COMPANIES LLLPNew Position+1K+$0
CITIGROUP INCNew Position+1+$0
MORGAN STANLEYNew Position+1+$0
BANK OF AMERICA CORP /DE/Increased+14K+$-100K

HNNA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RENAISSANCE TECHNOLOGIES LLCDecreased-399-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-15K-$279.6M
CITADEL ADVISORS LLCDecreased-4K-$217.6M
WELLS FARGO & COMPANY/MNDecreased-749-$7.8M
Redhawk Wealth Advisors, Inc.Closed Position-75K-$791K
VANGUARD GROUP INCDecreased-4K-$727K
BlackRock, Inc.Decreased-605-$136K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Truffle Hound Capital, LLC160,000$1.5B0.40%Share
2AEGIS FINANCIAL CORP141,353$1.4B0.32%Share
3Quinn Opportunity Partners LLC14,917$143.0M0.01%Share
4Net Worth Advisory Group13,368$128.0M0.03%Share
5UBS Group AG818$7.0M0.00%Share
6CALDWELL SUTTER CAPITAL, INC.505$4.0M0.00%Share
7VANGUARD GROUP INC227,749$2.0M0.03%Share
8Allworth Financial LP81,380$781K0.00%Share
9Perigon Wealth Management, LLC63,798$612K0.01%Share
10NAVELLIER & ASSOCIATES INC40,350$387K0.04%Share
11Capital Advisors, Ltd. LLC54$1K0.00%Share
12BlackRock, Inc.309$00.00%Share
13WELLS FARGO & COMPANY/MN1$00.00%Share
14BRIDGEWAY CAPITAL MANAGEMENT, LLC20,192$00.00%Share
15PNC FINANCIAL SERVICES GROUP, INC.130$00.00%Share
16UBS Group AG32$00.00%Share
17Clarity Asset Management, Inc.70$00.00%Share
18RENAISSANCE TECHNOLOGIES LLC95,389$00.00%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP11,406$00.00%Share
20Tower Research Capital LLC (TRC)445$00.00%Share
21BANK OF AMERICA CORP /DE/9,572$00.00%Share
22BANK OF AMERICA CORP /DE/13,500$00.00%Share
23BANK OF AMERICA CORP /DE/4$00.00%Share
24NORTHERN TRUST CORP15,974$00.00%Share
25NORTHERN TRUST CORP12,326$00.00%Share
26JONES FINANCIAL COMPANIES LLLP1,047$00.00%Share
27CITIGROUP INC1$00.00%Share
28DIMENSIONAL FUND ADVISORS LP34,401$00.00%Share
29DIMENSIONAL FUND ADVISORS LP508$00.00%Share
30DIMENSIONAL FUND ADVISORS LP14,201$00.00%Share
31Empowered Funds, LLC13,192$00.00%Share
32CITADEL ADVISORS LLC16,891$00.00%Share
33VANGUARD GROUP INC27,391$00.00%Share
34GEODE CAPITAL MANAGEMENT, LLC47,382$00.00%Share
35GEODE CAPITAL MANAGEMENT, LLC9,096$00.00%Share
36GSA CAPITAL PARTNERS LLP11,077$00.00%Share
37Cambridge Investment Research Advisors, Inc.10,062$00.00%Share
38MORGAN STANLEY1$00.00%Share
39BlackRock, Inc.890$00.00%Share
40BlackRock, Inc.11,299$00.00%Share

HNNA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$3.2B+12
Q3 202518$6.7B-8
Q2 202526$7.5B+0
Q1 202526$7.2B+2
Q4 202424$782.3B+6
Q3 202418$479.2B+0
Q2 202418$345.6B+0
Q1 202418$336.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 40 institutional investors hold HNNA (Hennessy Advisors, Inc.). The largest holder is Truffle Hound Capital, LLC with $1.5B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own HNNA?

As of Q4 2025, 40 institutional investors report holding HNNA (Hennessy Advisors, Inc.) in their 13F filings.

Who is the largest institutional holder of HNNA?

The largest institutional holder of HNNA is Truffle Hound Capital, LLC with $1.5B in shares.

Is institutional ownership of HNNA increasing or decreasing?

This quarter, 13 institutions opened new positions in HNNA and 1 closed their positions.