Hennessy Advisors (HNNA) Institutional Ownership $11.88 +0.11 (+0.89%) As of 02:58 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Hennessy Advisors (NASDAQ:HNNA)CurrentInstitutional OwnershipPercentage10.31%Number ofInstitutional Buyers(last 12 months)10TotalInstitutional Inflows(last 12 months)$3.61MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$89.88K Get HNNA Insider Trade Alerts Want to know when executives and insiders are buying or selling Hennessy Advisors stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data HNNA Institutional Buying and Selling by Quarter Hennessy Advisors Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/16/2025 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% 5/6/2025Navellier & 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% Get the Latest News and Ratings for HNNA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Hennessy Advisors and its competitors with MarketBeat's FREE daily newsletter. 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% 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% 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% 11/12/2021Renaissance Technologies LLC132,825$1.28M0.0%-5.6%1.804% 11/9/2021BlackRock Inc.17,045$164K0.0%-36.8%0.232% 8/16/2021Punch & Associates Investment Management Inc.12,980$121K0.0%N/A0.176% 8/13/2021Renaissance Technologies LLC140,725$1.32M0.0%-5.1%1.911% 8/12/2021Dimensional 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. Related Companies Rigel Resource Acquisition Major Shareholders Innventure Major Shareholders Cantor Equity Partners III Major Shareholders HCM II Acquisition Major Shareholders Bleichroeder Acquisition Corp. I Major Shareholders Inflection Point Acquisition Corp. III Major Shareholders GigCapital7 Major Shareholders Blaize Major Shareholders Voyager Acquisition Major Shareholders Haymaker Acquisition Corp. 4 Major Shareholders This page (NASDAQ:HNNA) was last updated on 9/16/2025 by MarketBeat.com Staff From Our PartnersSean Hannity: Help Protect Your RetirementThis Guide to retirement protection has helped thousands protect over $3 billion dollars in retirement savings...Goldco Precious Metals | SponsoredWhat a Former CIA Agent Knows About the Coming Collapse This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...Advantage Gold | SponsoredStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredWhy More Investors Are Using Family Trusts to Protect Their WealthFor many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...SmartAsset | SponsoredForget NVDA. Put $1,000 into this stock nowA massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...Chaikin Analytics | SponsoredTrump’s Plan May Undo 1933’s Biggest Financial InjusticeTrump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...American Hartford Gold | SponsoredCrypto Gets Official Government Backing—Here's the WinnerTrump Just Signed the GENIUS Act—One Coin is About to Explode We're at the BEGINNING of smart money really ...Crypto 101 Media | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Hennessy Advisors, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Hennessy Advisors With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.