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Hennessy Advisors (HNNA) Institutional Ownership

Hennessy Advisors logo
$10.19 0.00 (0.00%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$10.10 -0.09 (-0.87%)
As of 04:01 AM 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)
15
Total
Institutional Inflows
(last 12 months)
$4.56M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$663.78K
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HNNA Institutional Buying and Selling by Quarter

Hennessy Advisors Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026Concurrent Investment Advisors LLC21,396$217K0.0%+103.0%0.271%
8/20/2026Susquehanna International Group LLP21,611$219K0.0%+5.8%0.274%
8/20/2026Aegis Financial Corp170,768$1.73M0.3%+20.8%2.162%
8/18/2026Empowered Funds LLC16,551$168K0.0%N/A0.209%
8/17/2026Bank of America Corp DE15,213$154K0.0%N/A0.193%
8/11/2026Allworth Financial LP81,380$826K0.0%N/A1.030%
8/7/2026BlackRock Inc.19,776$201K0.0%N/A0.250%
8/7/2026Perigon Wealth Management LLC63,798$648K0.0%N/A0.808%
6/16/2026Empowered Funds LLC15,011$146K0.0%+13.8%0.190%
5/19/2026Bank of America Corp DE13,500$132K0.0%-41.5%0.171%
5/18/2026Empowered Funds LLC15,011$146K0.0%+13.8%0.190%
5/14/2026Renaissance Technologies LLC100,088$976K0.0%+4.9%1.267%
5/7/2026Dimensional Fund Advisors LP52,677$514K0.0%+7.3%0.668%
2/18/2026Empowered Funds LLC13,192$127K0.0%+14.6%0.167%
2/18/2026Bridgeway Capital Management LLC20,192$194K0.0%+9.1%0.256%
2/13/2026Truffle Hound Capital LLC160,000$1.54M0.4%+6.1%2.028%
2/12/2026Dimensional Fund Advisors LP49,110$471K0.0%+2.7%0.622%
2/11/2026Empowered Funds LLC13,192$127K0.0%+14.6%0.167%
2/9/2026Geode Capital Management LLC56,478$542K0.0%+3.4%0.716%
2/3/2026Navellier & Associates Inc.40,350$387K0.0%-45.2%0.511%
11/17/2025Susquehanna International Group LLP26,553$280K0.0%+108.5%0.341%
11/17/2025Citadel Advisors LLC20,663$218K0.0%N/A0.265%
11/14/2025Bridgeway Capital Management LLC18,514$195K0.0%+8.5%0.238%
11/12/2025Dimensional Fund Advisors LP47,828$504K0.0%-23.8%0.614%
11/7/2025Vanguard Group Inc.259,109$2.73M0.0%-3.2%3.327%
11/6/2025Truffle Hound Capital LLC150,857$1.58M0.4%+241.8%1.937%
11/6/2025Navellier & Associates Inc.73,647$770K0.1%+72.2%0.946%
10/9/2025Redhawk Wealth Advisors Inc.75,314$791K0.1%+9.8%0.967%
8/16/2025Evergreen Capital Management LLC15,071$190K0.0%N/A0.194%
8/15/2025Bridgeway Capital Management LLC17,060$215K0.0%+6.7%0.219%
8/11/2025Truffle Hound Capital LLC44,131$556K0.1%N/A0.567%
8/8/2025Geode Capital Management LLC51,894$654K0.0%+2.0%0.666%
7/10/2025Redhawk Wealth Advisors Inc.68,600$864K0.1%+1.8%0.881%
5/6/2025Navellier & Associates Inc.42,116$451K0.1%-11.2%0.541%
4/30/2025Allworth Financial LP81,380$859K0.0%+202.5%1.045%
4/15/2025Redhawk Wealth Advisors Inc.67,396$671K0.1%+27.3%0.866%
2/14/2025Northern Trust Corp34,432$439K0.0%+63.8%0.443%
2/13/2025Quinn Opportunity Partners LLC10,917$139K0.0%N/A0.140%
2/13/2025Renaissance Technologies LLC90,788$1.16M0.0%-3.1%1.167%
2/12/2025Geode Capital Management LLC47,779$604K0.0%+5.3%0.614%
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2/3/2025Navellier & Associates Inc.47,428$605K0.1%N/A0.610%
1/30/2025Allworth Financial LP26,900$336K0.0%N/A0.346%
1/22/2025Perigon Wealth Management LLC63,798$778K0.0%+33.1%0.820%
1/14/2025Redhawk Wealth Advisors Inc.52,936$671K0.1%+1.7%0.680%
11/16/2024Geode Capital Management LLC45,379$452K0.0%+35.5%0.591%
10/11/2024Redhawk Wealth Advisors Inc.52,061$518K0.1%N/A0.678%
8/9/2024Renaissance Technologies LLC95,588$681K0.0%+1.9%1.245%
1/29/2024Perigon Wealth Management LLC47,916$322K0.0%+193.8%0.625%
10/20/2023Aegis Financial Corp141,353$947K0.6%+111.9%1.865%
8/2/2023Perigon Wealth Management LLC17,372$123K0.0%N/A0.229%
7/21/2023Aegis Financial Corp66,717$471K0.3%N/A0.880%
7/13/2023Cambridge Investment Research Advisors Inc.10,062$71K0.0%N/A0.133%
1/31/2023Burleson & Company LLC17,372$146K0.0%+83.6%0.229%
11/2/2022OneAscent Financial Services LLC10,303$89K0.0%-21.0%0.138%
8/8/2022OneAscent Financial Services LLC13,050$136K0.1%N/A0.174%


HNNA Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Hennessy Advisors. The most heavily invested institutionals were Vanguard Group Inc. ($2.73M), Aegis Financial Corp ($1.73M), Truffle Hound Capital LLC ($1.54M), Renaissance Technologies LLC ($976K), Allworth Financial LP ($826K), Redhawk Wealth Advisors Inc. ($791K), and Perigon Wealth Management LLC ($648K).Learn more on Hennessy Advisors' institutional investors.

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

Of the 19 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 ($162.76K), Truffle Hound Capital LLC ($160K), Perigon Wealth Management LLC ($79.68K), Navellier & Associates Inc. ($78.32K), Redhawk Wealth Advisors Inc. ($75.31K), Aegis Financial Corp ($29.42K), and Empowered Funds LLC ($23.55K).

Institutional investors have bought a total of 440,964 shares in the last 24 months. This purchase volume represents approximately $4.56M in transactions.

The following institutional investors have sold Hennessy Advisors stock in the last 24 months: Navellier & Associates Inc. ($33.30K), Dimensional Fund Advisors LP ($14.90K), Bank of America Corp DE ($9.58K), and Vanguard Group Inc. ($8.54K).

Institutional investors have sold a total of 66,309 shares in the last 24 months. This volume of shares sold represents approximately $663.78K in transactions.


Related Companies

Institutional ownership data for NASDAQ:HNNA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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