| 0.27% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 98K | $992K | -2.4% | 1.236% | 0.00% |
| 5 | Allworth Financial LP | 81K | $826K | 0.0% | 1.030% | 0.00% |
| 6 | Perigon Wealth Management, LLC | 64K | $648K | 0.0% | 0.807% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 59K | $594K | +14.1% | 0.741% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 53K | $543K | +1.5% | 0.677% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 28K | $280K | +0.7% | 0.349% | 0.00% |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 24K | $239K | +7.0% | 0.298% | 0.00% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22K | $219K | +5.8% | 0.274% | 0.00% |
| 12 | Concurrent Investment Advisors, LLC | 21K | $217K | +103.0% | 0.271% | 0.00% |
| 13 | BlackRock, Inc. | 20K | $201K | +45.5% | 0.250% | 0.00% |
| 14 | Empowered Funds, LLC | 17K | $168K | +10.3% | 0.209% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 15K | $154K | +12.7% | 0.193% | 0.00% |
| 16 | NORTHERN TRUST CORP | 15K | $152K | -46.6% | 0.190% | 0.00% |
| 17 | Quinn Opportunity Partners LLC | 15K | $151K | 0.0% | 0.189% | 0.01% |
| 18 | CITADEL ADVISORS LLC | 13K | $132K | +18.7% | 0.164% | 0.00% |
| 19 | Net Worth Advisory Group | 12K | $124K | -5.3% | 0.154% | 0.03% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 1K | $14K | 0.0% | 0.017% | 0.00% |
| 21 | CALDWELL SUTTER CAPITAL, INC. | 505 | $5K | 0.0% | 0.006% | 0.00% |
| 22 | MassMutual Private Wealth & Trust, FSB | 500 | $5K | 0.0% | 0.006% | 0.00% |
| 23 | Cambridge Investment Research Advisors, Inc. | 10K | $102 | 0.0% | 0.127% | 0.00% |
| 24 | BARCLAYS PLC | 6 | $61 | — | 0.000% | 0.00% |
| 25 | MORGAN STANLEY | 1 | $15 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HNNA — a direct measure of their conviction.
Institutions that fully closed their HNNA position in Q2 2026
| 12.82% |
| +1.41 pp |
| $11M |
| 2.2% |
| Q4 2024 | 25 | +8.7% | 11.41% | +1.07 pp | $11M | +41% |
| Q3 2024 | 23 | — | 10.34% | — | $8M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
2 institutions opened new positions in HNNA during Q2 2026, while 5 fully exited. 22 added to existing positions and 4 trimmed.
HNNA institutional ownership rose by 0.24 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 87.0% of all reported 13F value in HNNA, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Hennessy Advisors, Inc. (HNNA) Institutional Ownership