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TRI-Continental Corp
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Overview Fund Activity

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, 33 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.97%
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
33
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$737K
2
UBS Group
UBS Group
Switzerland
$10.3M
3
JIC
Joel Isaacson & Co
New York
$567K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.73M
5
WAM
Wolverine Asset Management
Illinois
$4.13M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$2.77M
2
Raymond James Financial
Raymond James Financial
Florida
$7.96M
3
CA
Cornerstone Advisors
North Carolina
$0
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$133K
5
PTP
Platform Technology Partners
New York
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.79M +$112K +3,432 +7%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.74M -$103K -3,350 -6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.73M +$408K +13,321 +31%
SC
29
Stolper & Co
Oklahoma
$1.7M +$10.7K +349 +0.6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.58M -$35.1K -1,145 -2%
LCM
31
Landscape Capital Management
New Jersey
$1.49M -$467K -15,242 -24%
LPL Financial
32
LPL Financial
California
$1.47M +$139K +4,523 +10%
Bank of America
33
Bank of America
North Carolina
$1.29M -$127K -4,129 -9%
BI
34
Beckerman Institutional
New Jersey
$1.28M +$644 +21 +0.1%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$1.25M -$503K -16,388 -29%
WCM
36
Whitener Capital Management
North Carolina
$1.12M -$3.83K -125 -0.3%
CIA
37
Concurrent Investment Advisors
Florida
$1.07M -$770K -25,107 -42%
AWG
38
Altus Wealth Group
Colorado
$1M -$65.2K -2,126 -6%
AFG
39
Albion Financial Group
Utah
$983K -$13.9K -454 -1%
PCM
40
Prospera Capital Management
Arizona
$900K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$878K +$4.88K +159 +0.6%
FMC
42
First Merchants Corp
Indiana
$847K – – –
Creative Planning
43
Creative Planning
Kansas
$827K +$31 +1 +0%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$802K +$20.4K +666 +3%
Osaic Holdings
45
Osaic Holdings
Arizona
$740K -$16.9K -550 -2%
AAM
46
Advisors Asset Management
Colorado
$737K +$737K +24,044 New
GC
47
Guggenheim Capital
Illinois
$728K -$39.2K -1,278 -5%
MOS
48
MGO One Seven
Ohio
$629K -$66.5K -2,167 -10%
KMC
49
Kirr Marbach & Co
Indiana
$610K – – –
HWA
50
Heritage Wealth Advisors
Virginia
$584K – – –
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