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TRI-Continental Corp

145 hedge funds and large institutions have $191M invested in TRI-Continental Corp in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% less ownership

Funds ownership: 13.23%11.97% (-1.3%)

3% less funds holding

Funds holding: 149145 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

70% less capital invested

Capital invested by funds: $643M → $191M (-$452M)

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
9
Increased
34
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.79M +$109K +3,432 +7%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.74M -$107K -3,350 -6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.73M +$424K +13,321 +31%
SC
29
Stolper & Co
Oklahoma
$1.7M +$11.1K +349 +0.6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.58M -$36.5K -1,145 -2%
LCM
31
Landscape Capital Management
New Jersey
$1.49M -$485K -15,242 -24%
LPL Financial
32
LPL Financial
California
$1.47M +$144K +4,523 +10%
Bank of America
33
Bank of America
North Carolina
$1.29M -$131K -4,129 -9%
BI
34
Beckerman Institutional
New Jersey
$1.28M +$669 +21 +0.1%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$1.25M -$522K -16,388 -29%
WCM
36
Whitener Capital Management
North Carolina
$1.12M -$3.98K -125 -0.3%
CIA
37
Concurrent Investment Advisors
Florida
$1.07M -$799K -25,107 -42%
AWG
38
Altus Wealth Group
Colorado
$1M -$67.7K -2,126 -6%
AFG
39
Albion Financial Group
Utah
$983K -$14.5K -454 -1%
PCM
40
Prospera Capital Management
Arizona
$900K
HighTower Advisors
41
HighTower Advisors
Illinois
$878K +$5.06K +159 +0.6%
FMC
42
First Merchants Corp
Indiana
$847K
Creative Planning
43
Creative Planning
Kansas
$827K +$32 +1 +0%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$802K +$21.2K +666 +3%
Osaic Holdings
45
Osaic Holdings
Arizona
$740K -$17.5K -550 -2%
AAM
46
Advisors Asset Management
Colorado
$737K +$765K +24,044 New
GC
47
Guggenheim Capital
Illinois
$728K -$40.7K -1,278 -5%
MOS
48
MGO One Seven
Ohio
$629K -$69K -2,167 -10%
KMC
49
Kirr Marbach & Co
Indiana
$610K
HWA
50
Heritage Wealth Advisors
Virginia
$584K