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TRI-Continental Corp
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Overview Fund Activity

148 hedge funds and large institutions have $206M invested in TRI-Continental Corp in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
54
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$4.18M
2
SFS
2
Shaker Financial Services
Virginia
$5.14M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$9.86M
4
BFS
4
Bard Financial Services
Connecticut
$14.9M
5
RAM
5
Readystate Asset Management
Illinois
$1.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.1M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$820K
3
Wells Fargo
3
Wells Fargo
California
$7.36M
4
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$773K
5
LCM
5
Landscape Capital Management
New Jersey
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.1M 509,441 -56,586 -10%
BFS
2
Bard Financial Services
Connecticut
$14.9M 470,799 +26,965 +6%
Lazard Asset Management
3
Lazard Asset Management
New York
$14.2M 449,805 – –
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$13.2M 415,743 +4,041 +1%
UBS Group
5
UBS Group
Switzerland
$10.8M 340,872 +4,562 +1%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$9.86M 311,551 +35,000 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$8.34M 263,482 +3,857 +1%
Wells Fargo
8
Wells Fargo
California
$7.36M 232,393 -22,347 -9%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.44M 203,381 -2,366 -1%
SFS
10
Shaker Financial Services
Virginia
$5.14M 162,350 +72,063 +80%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.12M 161,836 -2,080 -1%
WAM
12
Wolverine Asset Management
Illinois
$4.88M 154,054 +19,270 +14%
CA
13
Cornerstone Advisory
Maryland
$4.41M 139,177 +7,081 +5%
SCM
14
Saba Capital Management
New York
$4.18M 131,968 +131,968 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.05M 126,281 +2,217 +2%
Stifel Financial
16
Stifel Financial
Missouri
$3.11M 98,126 +1,555 +2%
EWA
17
EP Wealth Advisors
California
$2.95M 93,327 -8,534 -8%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$2.9M 91,486 -3,373 -4%
1IA
19
1620 Investment Advisors
Massachusetts
$2.89M 91,342 +116 +0.1%
Mariner
20
Mariner
Kansas
$2.71M 85,464 +2,736 +3%
CFA
21
Capstone Financial Advisors
Illinois
$2.39M 75,513 – –
DADC
22
D.A. Davidson & Co
Montana
$2.3M 72,715 -2,284 -3%
PTP
23
Platform Technology Partners
New York
$2M 63,022 +1,522 +2%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.98M 62,617 +1,914 +3%
LPL Financial
25
LPL Financial
California
$1.97M 62,130 +14,145 +29%
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