Hennessy Advisors Inc (HNNA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

312,888Shares held by institutions

$3,019,369Value of institutional holdings

13.56%Institutional ownership %

9.43%Shares Changed QoQ

27No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Hennessy Advisors Inc (NASDAQ:HNNA) has 30 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 14.1% of outstanding shares in December 2025, down from 15.8% in September 2025.
They decreased total shares held in Hennessy Advisors by -2.19% from the prior quarter, while the number of investors in HNNA increased 20.0% year over year.
Of these 30 holders, 14 added to their stakes in Hennessy Advisors, 8 trimmed positions, and 8 made no changes.
In total, institutional investors held 1.12Mn shares in Hennessy Advisors as of December 2025, down by 25.15K shares quarter on quarter, and up 232.08K shares year over year.
VANGUARD GROUP INC is the top holder of Hennessy Advisors as of December 31, 2025, with 255.14K shares representing 3.2% of outstanding stock.
Leading buyers of Hennessy Advisors shares for the quarter ending December 2025 were GSA CAPITAL PARTNERS LLP (11.08K), Truffle Hound Capital, LLC (9.14K), Bank Of America Corp /De/ (3.92K), GEODE CAPITAL MANAGEMENT, LLC (1.87K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (1.68K).
The largest sellers of Hennessy Advisors for the quarter ending December 2025 were NAVELLIER & ASSOCIATES INC (33.3K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (15.15K), VANGUARD GROUP INC (3.97K), CITADEL ADVISORS LLC (3.77K), Wells Fargo & Company/Mn (749).
Hennessy Advisors's 10 largest shareholders as of December 2025 include VANGUARD GROUP INC (255.14K), Truffle Hound Capital, LLC (160.0K), AEGIS FINANCIAL CORP (141.35K), RENAISSANCE TECHNOLOGIES LLC (95.39K), Allworth Financial LP (81.38K), Perigon Wealth Management, LLC (63.8K), GEODE CAPITAL MANAGEMENT, LLC (56.48K), DIMENSIONAL FUND ADVISORS LP (49.11K), NAVELLIER & ASSOCIATES INC (40.35K), Northern Trust Corp (28.3K) per Business Quant data.

30 Institutional Holders

312,888 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-605	-4.62%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-3,969	-1.53%	$0.00
Quinn Opportunity Partners LLC	31 Dec, 2025	0	0.00%	$0.00
Truffle Hound Capital, LLC	31 Dec, 2025	9,143	6.06%	$0.00
Net Worth Advisory Group	31 Dec, 2025	-15	-0.11%	$0.00
AEGIS FINANCIAL CORP	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	850	0.00%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	-399	-0.42%	$0.00
Clarity Asset Management, Inc.	31 Dec, 2025	1	1.45%	$0.00
Allworth Financial LP	31 Dec, 2025	0	0.00%	$0.00
Perigon Wealth Management, LLC	31 Dec, 2025	0	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,873	3.43%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,282	2.68%	$0.00
NAVELLIER & ASSOCIATES INC	31 Dec, 2025	-33,297	-45.21%	$0.00
Northern Trust Corp	31 Dec, 2025	716	2.60%	$0.00
Bank Of America Corp /De/	31 Dec, 2025	3,924	20.49%	$0.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,678	9.06%	$0.00
CITADEL ADVISORS LLC	31 Dec, 2025	-3,772	-18.25%	$0.00
Empowered Funds, LLC	31 Dec, 2025	1,678	14.57%	$0.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	-15,147	-57.04%	$0.00

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