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TRI-Continental Corp

154 hedge funds and large institutions have $225M invested in TRI-Continental Corp in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $206M → $225M (+$18.7M)

3% more funds holding

Funds holding: 149154 (+5)

0.2% more ownership

Funds ownership: 12.51%12.71% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
37
Reduced
41
Closed
9
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 -$51.8K -1,569 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.6M -$5.15K -156 -0.3%
Bank of America
28
Bank of America
North Carolina
$1.6M +$97.1K +2,942 +7%
BI
29
Beckerman Institutional
New Jersey
$1.39M -$15.9K -483 -1%
AF
30
Allworth Financial
California
$1.38M +$1.95K +59 +0.1%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$1.31M +$1.27M +38,406 New
CIA
32
Concurrent Investment Advisors
Florida
$1.31M +$97.6K +2,959 +8%
WCM
33
Whitener Capital Management
North Carolina
$1.14M -$3.79K -115 -0.3%
AFG
34
Albion Financial Group
Utah
$1.06M -$14.7K -446 -1%
AWG
35
Altus Wealth Group
Colorado
$1.05M
PCM
36
Prospera Capital Management
Arizona
$998K
GC
37
Guggenheim Capital
Illinois
$962K -$17.2K -522 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$940K -$688K -20,856 -43%
FMC
39
First Merchants Corp
Indiana
$939K
P
40
&Partners
Tennessee
$896K +$184K +5,580 +27%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$881K
Creative Planning
42
Creative Planning
Kansas
$872K
AAM
43
Advisors Asset Management
Colorado
$853K -$6K -182 -0.7%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$840K -$15K -454 -2%
BWFA
45
Baltimore-Washington Financial Advisors
Maryland
$830K
Osaic Holdings
46
Osaic Holdings
Arizona
$785K -$176K -5,333 -19%
MOS
47
MGO One Seven
Ohio
$719K +$1.49K +45 +0.2%
KMC
48
Kirr Marbach & Co
Indiana
$676K
HWA
49
Heritage Wealth Advisors
Virginia
$647K
KAS
50
Kestra Advisory Services
Texas
$595K -$28.9K -875 -5%

TY Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q3 2025, worth a combined $225M — up 9.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TY positions and 9 closed out — a net gain of 7 holders — while 37 added to existing stakes and 41 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $17M. The largest seller was Shaker Financial Services, cutting an estimated $4.94M.

  • 154 institutional investors held TRI-Continental Corp (TY) as of Q3 2025, up from 149 in Q2 2025.
  • Funds reported $225M of TRI-Continental Corp stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 16 funds opened new TRI-Continental Corp positions in Q3 2025 and 9 closed out, a net change of +7 holders.
  • The largest TRI-Continental Corp buyer in Q3 2025 was Saba Capital Management, an estimated $17M added.
  • The largest TRI-Continental Corp seller in Q3 2025 was Shaker Financial Services, an estimated $4.94M sold.

Based on aggregated 13F filings for Q3 2025.