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Hennessy Advisors (HNNA) Institutional Ownership

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$10.67 -0.03 (-0.28%)
Closing price 08/15/2025 04:00 PM Eastern
Extended Trading
$11.03 +0.36 (+3.37%)
As of 08/15/2025 04:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hennessy Advisors (NASDAQ:HNNA)

Current
Institutional Ownership
Percentage
10.31%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$3.61M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$89.88K
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HNNA Institutional Buying and Selling by Quarter

Hennessy Advisors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 Evergreen Capital Management LLC15,071$190K0.0%N/A0.194%
8/15/2025 Bridgeway Capital Management LLC17,060$215K0.0%+6.7%0.219%
8/11/2025 Truffle Hound Capital LLC44,131$556K0.1%N/A0.567%
8/8/2025 Geode Capital Management LLC51,894$654K0.0%+2.0%0.666%
7/10/2025 Redhawk Wealth Advisors Inc.68,600$864K0.1%+1.8%0.881%
5/6/2025 Navellier & Associates Inc.42,116$451K0.1%-11.2%0.541%
4/30/2025 Allworth Financial LP81,380$859K0.0%+202.5%1.045%
4/15/2025 Redhawk Wealth Advisors Inc.67,396$671K0.1%+27.3%0.866%
2/14/2025 Northern Trust Corp34,432$439K0.0%+63.8%0.443%
2/13/2025 Quinn Opportunity Partners LLC10,917$139K0.0%N/A0.140%
2/13/2025 Renaissance Technologies LLC90,788$1.16M0.0%-3.1%1.167%
2/12/2025 Geode Capital Management LLC47,779$604K0.0%+5.3%0.614%
2/3/2025 Navellier & Associates Inc.47,428$605K0.1%N/A0.610%
1/30/2025 Allworth Financial LP26,900$336K0.0%N/A0.346%
1/22/2025 Perigon Wealth Management LLC63,798$778K0.0%+33.1%0.820%
1/14/2025 Redhawk Wealth Advisors Inc.52,936$671K0.1%+1.7%0.680%
11/16/2024 Geode Capital Management LLC45,379$452K0.0%+35.5%0.591%
10/11/2024 Redhawk Wealth Advisors Inc.52,061$518K0.1%N/A0.678%
8/9/2024 Renaissance Technologies LLC95,588$681K0.0%+1.9%1.245%
1/29/2024 Perigon Wealth Management LLC47,916$322K0.0%+193.8%0.625%
10/20/2023 Aegis Financial Corp141,353$947K0.6%+111.9%1.865%
8/2/2023 Perigon Wealth Management LLC17,372$123K0.0%N/A0.229%
7/21/2023 Aegis Financial Corp66,717$471K0.3%N/A0.880%
7/13/2023 Cambridge Investment Research Advisors Inc.10,062$71K0.0%N/A0.133%
1/31/2023Burleson & Company LLC17,372$146K0.0%+83.6%0.229%
11/2/2022 OneAscent Financial Services LLC10,303$89K0.0%-21.0%0.138%
8/8/2022 OneAscent Financial Services LLC13,050$136K0.1%N/A0.174%
7/13/2022Burleson & Company LLC9,464$99K0.0%-47.1%0.127%
1/25/2022Burleson & Company LLC17,904$194K0.0%+88.4%0.243%
11/22/2021Seaport Global Asset Management LLC90,000$865K2.2%-1.5%1.223%
11/12/2021 Renaissance Technologies LLC132,825$1.28M0.0%-5.6%1.804%
11/9/2021BlackRock Inc.17,045$164K0.0%-36.8%0.232%
8/16/2021 Punch & Associates Investment Management Inc.12,980$121K0.0%N/A0.176%
8/13/2021 Renaissance Technologies LLC140,725$1.32M0.0%-5.1%1.911%
8/12/2021 Dimensional Fund Advisors LP69,440$647K0.0%-1.6%0.943%
(Data available from 1/1/2016 forward)

HNNA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HNNA shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Hennessy Advisors. The most heavily invested institutionals were Renaissance Technologies LLC ($1.16M), Aegis Financial Corp ($947K), Redhawk Wealth Advisors Inc. ($864K), Allworth Financial LP ($859K), Perigon Wealth Management LLC ($778K), Geode Capital Management LLC ($654K), and Truffle Hound Capital LLC ($556K).Learn more on Hennessy Advisors' institutional investors.

What percentage of Hennessy Advisors' stock is owned by institutional investors?

10.31% of Hennessy Advisors' stock is owned by institutional investors. Learn more on HNNA's institutional investor holdings.

Which institutional investors have been buying Hennessy Advisors' stock?

Of the 12 institutional investors that purchased Hennessy Advisors' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($81.38K), Aegis Financial Corp ($74.64K), Redhawk Wealth Advisors Inc. ($68.60K), Perigon Wealth Management LLC ($47.49K), Navellier & Associates Inc. ($47.43K), Truffle Hound Capital LLC ($44.13K), and Geode Capital Management LLC ($15.29K).

How much institutional buying is happening at Hennessy Advisors?

Institutional investors have bought a total of 313,179 shares in the last 24 months. This purchase volume represents approximately $3.61M in transactions.

Which of Hennessy Advisors' major shareholders have been selling company stock?

The following institutional investors have sold Hennessy Advisors stock in the last 24 months: Navellier & Associates Inc. ($5.31K), and Renaissance Technologies LLC ($2.90K).

How much institutional selling is happening at Hennessy Advisors?

Institutional investors have sold a total of 8,212 shares in the last 24 months. This volume of shares sold represents approximately $89.88K in transactions.



This page (NASDAQ:HNNA) was last updated on 8/16/2025 by MarketBeat.com Staff
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