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HNNA

Hennessy Advisors Inc

Company with tickers: HNNA, HNNAZ

CIK
1145255
CUSIP
425885100
Shares Outstanding
7,902,394
13F Activity (30d)
29 filings 28 filers
Holders: 33
Total Value: $11,293,733
Total Shares: 1,158,333

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 33 13F filers · Δ vs Dec 31, 2025
Top Holder
20.6%
Jun 2023 → Mar 2026 · range 20.6% – 38.0%
−2.4 pts
Top 5
65.8%
Jun 2023 → Mar 2026 · range 59.4% – 83.4%
−0.4 pts
Top 10
85.0%
Jun 2023 → Mar 2026 · range 85.0% – 95.5%
−2.6 pts
HHI
1,097
Jun 2023 → Mar 2026 · range 993 – 1,926
Broadly held −49

Quarterly Activity

vs Dec 31, 2025
New
5
Increased
10
Decreased
8
Sold Out
1
Unchanged
10
Holder count: +4
Institutional value: +6.2%
Shares held: +4.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small Truffle Hound Capital, LLC +40,000 200,000
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP +9,018 20,424
Large RENAISSANCE TECHNOLOGIES LLC +4,699 100,088
Mega DIMENSIONAL FUND ADVISORS LP +3,567 52,677
Mega UBS Group AG +2,851 3,701

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small NAVELLIER & ASSOCIATES INC −28,456 11,894
Mega BANK OF AMERICA CORP /DE/ −9,576 13,500
Mega CITADEL ADVISORS LLC −5,959 10,932
Mega GEODE CAPITAL MANAGEMENT, LLC −5,176 51,302
Small Net Worth Advisory Group −508 12,860

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 238,856 $2,328,846
Mega VANGUARD FIDUCIARY TRUST CO 27,391 $267,062
Large Empowered Funds, LLC 15,011 $146,357
Mid Concurrent Investment Advisors, LLC 10,539 $102,755
Mid MassMutual Private Wealth & Trust, FSB 500 $4,875

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 255,140 $2,449,343
Filter: New 5 Increased 10 Reduced 8 Sold out 1 Unchanged 10
Showing 33 of 33
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega VANGUARD CAPITAL MANAGEMENT LLC $2,328,846 20.62% 238,856
Small Truffle Hound Capital, LLC $1,950,000 17.27% 200,000
Small AEGIS FINANCIAL CORP $1,378,191 12.20% 141,353
Large RENAISSANCE TECHNOLOGIES LLC $975,858 8.64% 100,088
Mid Allworth Financial LP $793,455 7.03% 81,380
Mid Perigon Wealth Management, LLC $622,030 5.51% 63,798
Mega DIMENSIONAL FUND ADVISORS LP $513,600 4.55% 52,677
Mega GEODE CAPITAL MANAGEMENT, LLC $500,194 4.43% 51,302
Mega NORTHERN TRUST CORP Bank $274,023 2.43% 28,105
Mega VANGUARD FIDUCIARY TRUST CO Bank $267,062 2.36% 27,391
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $214,607 1.90% 22,011
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $199,134 1.76% 20,424
Large Empowered Funds, LLC $146,357 1.30% 15,011
Mid Quinn Opportunity Partners LLC $145,440 1.29% 14,917
Mega BlackRock, Inc. $132,540 1.17% 13,594
Mega BANK OF AMERICA CORP /DE/ Bank $131,625 1.17% 13,500
Small Net Worth Advisory Group $125,385 1.11% 12,860
Small NAVELLIER & ASSOCIATES INC $115,966 1.03% 11,894
Mid GSA CAPITAL PARTNERS LLP $108,000 0.96% 11,077
Mega CITADEL ADVISORS LLC $106,587 0.94% 10,932
Mid Concurrent Investment Advisors, LLC $102,755 0.91% 10,539
Large Cambridge Investment Research Advisors, Inc. $98,104 0.87% 10,062
Mega UBS Group AG $36,084 0.32% 3,701
Large JONES FINANCIAL COMPANIES LLLP $13,133 0.12% 1,347
Small CALDWELL SUTTER CAPITAL, INC. $4,923 0.04% 505
Mid MassMutual Private Wealth & Trust, FSB $4,875 0.04% 500
Mid Tower Research Capital LLC (TRC) $3,666 0.03% 376
Micro Clarity Asset Management, Inc. $692 0.01% 71
Small Capital Advisors, Ltd. LLC $526 0.00% 54
Mega CITIGROUP INC $48 0.00% 5
Mega MORGAN STANLEY $9 0.00% 1
Mega WELLS FARGO & COMPANY/MN $9 0.00% 1
Mega PNC FINANCIAL SERVICES GROUP, INC. $9 0.00% 1

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