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TRI-Continental Corp

152 hedge funds and large institutions have $224M invested in TRI-Continental Corp in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.82M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.6M
Bank of America
28
Bank of America
North Carolina
$1.6M
BI
29
Beckerman Institutional
New Jersey
$1.39M
QPWM
30
Quadrant Private Wealth Management
Pennsylvania
$1.31M
CIA
31
Concurrent Investment Advisors
Florida
$1.31M
WCM
32
Whitener Capital Management
North Carolina
$1.14M
AFG
33
Albion Financial Group
Utah
$1.06M
AWG
34
Altus Wealth Group
Colorado
$1.05M
PCM
35
Prospera Capital Management
Arizona
$998K
GC
36
Guggenheim Capital
Illinois
$962K
HighTower Advisors
37
HighTower Advisors
Illinois
$940K
FMC
38
First Merchants Corp
Indiana
$939K
P
39
&Partners
Tennessee
$896K
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$881K
Creative Planning
41
Creative Planning
Kansas
$872K
AAM
42
Advisors Asset Management
Colorado
$853K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$840K
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$830K
Osaic Holdings
45
Osaic Holdings
Arizona
$785K
MOS
46
MGO One Seven
Ohio
$719K
KMC
47
Kirr Marbach & Co
Indiana
$676K
HWA
48
Heritage Wealth Advisors
Virginia
$647K
SC
49
Savant Capital
Illinois
$644K
KAS
50
Kestra Advisory Services
Texas
$595K