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TRI-Continental Corp

153 hedge funds and large institutions have $217M invested in TRI-Continental Corp in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

1% more funds holding

Funds holding: 151153 (+2)

0.22% more ownership

Funds ownership: 12.98%13.2% (+0.22%)

1% less capital invested

Capital invested by funds: $220M → $217M (-$2.98M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
12
Increased
49
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
26
Platform Technology Partners
New York
$2.12M
EPW
27
Evolve Private Wealth
California
$1.95M +$1.31K +40 +0.1%
RCM
28
RB Capital Management
Nevada
$1.93M -$82.5K -2,520 -4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.84M +$35.1K +1,072 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.75M +$42.7K +1,306 +2%
CIA
31
Concurrent Investment Advisors
Florida
$1.56M +$148K +4,533 +10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.53M -$5.96K -182 -0.4%
Bank of America
33
Bank of America
North Carolina
$1.48M +$1.74K +53 +0.1%
AF
34
Allworth Financial
California
$1.3M +$3.27K +100 +0.2%
BI
35
Beckerman Institutional
New Jersey
$1.26M -$16.7K -510 -1%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$1.22M +$847K +25,878 +203%
QPWM
37
Quadrant Private Wealth Management
Pennsylvania
$1.21M
SPIA
38
Steward Partners Investment Advisory
New York
$1.2M +$211K +6,457 +20%
WCM
39
Whitener Capital Management
North Carolina
$1.07M +$2.26K +69 +0.2%
AFG
40
Albion Financial Group
Utah
$963K
AWG
41
Altus Wealth Group
Colorado
$936K -$18.6K -568 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$918K +$4.48K +137 +0.5%
WAM
43
Wolverine Asset Management
Illinois
$906K +$744K +22,721 +381%
SC
44
Stolper & Co
Oklahoma
$847K -$1.41M -43,205 -70%
Creative Planning
45
Creative Planning
Kansas
$820K +$5.01K +153 +0.6%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$819K
AAM
47
Advisors Asset Management
Colorado
$777K -$13.1K -400 -2%
P
48
&Partners
Tennessee
$775K +$36.7K +1,120 +5%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$771K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$721K +$203K +6,215 +37%