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Hennessy Advisors shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Hennessy Advisors (HNNA) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Hennessy Advisors

Tip: Access up to 7 years of quarterly data

All positions including Hennessy Advisors held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hennessy Advisors by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $103k 11k 9.75

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View all positions for Concurrent Investment Advisors

Top funds holding Hennessy Advisors

Vanguard Group
Vanguard Capital Management
Truffle Hound Capital
Aegis Financial Corporation
Renaissance Technologies
Hanson McClain Advisors
Perigon Wealth Management
Dimensional Fund Advisors
Geode Capital Management
Northern Trust
Vanguard Fiduciary Trust
Bridgeway Capital Management
Empowered Funds
Quinn Opportunity Partners
BlackRock

View all funds holding Hennessy Advisors