Hennessy L/C Financial-InvHLFNX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$33.23avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Hennessy L/C Financial-Inv (HLFNX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Williams Jones Wealth Management, LLC. ($240K).
- Company
- Hennessy L/C Financial-Inv
- CUSIP
- 42588P882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 7,228 | $240K |
"% of holder's portfolio" is HLFNX's weight in each manager's 13F, not the share of Hennessy L/C Financial-Inv the manager owns.