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TRI-Continental Corp

149 hedge funds and large institutions have $206M invested in TRI-Continental Corp in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $191M → $206M (+$14.8M)

3% more funds holding

Funds holding: 145149 (+4)

0.54% more ownership

Funds ownership: 11.97%12.51% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
53
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
RB Capital Management
Nevada
$1.93M -$60.8K -2,006 -3%
SC
27
Stolper & Co
Oklahoma
$1.85M +$91.6K +3,021 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.8M +$11.1K +367 +0.6%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.75M -$44.3K -1,460 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.74M -$114K -3,744 -6%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.54M +$603K +19,889 +70%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.49M -$137K -4,516 -9%
Bank of America
33
Bank of America
North Carolina
$1.39M +$59.1K +1,950 +5%
BI
34
Beckerman Institutional
New Jersey
$1.31M -$4.64K -153 -0.4%
AF
35
Allworth Financial
California
$1.28M +$729K +24,037 +146%
RAM
36
Readystate Asset Management
Illinois
$1.13M +$751K +24,771 +224%
CIA
37
Concurrent Investment Advisors
Florida
$1.12M +$20.6K +679 +2%
WCM
38
Whitener Capital Management
North Carolina
$1.07M -$85.4K -2,816 -8%
LCM
39
Landscape Capital Management
New Jersey
$1.05M -$463K -15,257 -31%
AFG
40
Albion Financial Group
Utah
$1M -$13.8K -454 -1%
AWG
41
Altus Wealth Group
Colorado
$977K -$55.3K -1,825 -6%
PCM
42
Prospera Capital Management
Arizona
$929K
GC
43
Guggenheim Capital
Illinois
$912K +$154K +5,090 +21%
Osaic Holdings
44
Osaic Holdings
Arizona
$908K +$138K +4,543 +19%
FMC
45
First Merchants Corp
Indiana
$874K
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$820K -$885K -29,200 -53%
Creative Planning
47
Creative Planning
Kansas
$812K -$40K -1,318 -5%
AAM
48
Advisors Asset Management
Colorado
$800K +$37.1K +1,225 +5%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$796K -$30.2K -996 -4%
BWFA
50
Baltimore-Washington Financial Advisors
Maryland
$773K -$497K -16,388 -40%

TY Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2025, worth a combined $206M — up 7.7% from $191M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TY positions and 7 closed out — a net gain of 6 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $1.72M.

  • 149 institutional investors held TRI-Continental Corp (TY) as of Q2 2025, up from 145 in Q1 2025.
  • Funds reported $206M of TRI-Continental Corp stock for Q2 2025, up 7.7% quarter-over-quarter.
  • 13 funds opened new TRI-Continental Corp positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest TRI-Continental Corp buyer in Q2 2025 was Saba Capital Management, an estimated $4M added.
  • The largest TRI-Continental Corp seller in Q2 2025 was Morgan Stanley, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.