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TRI-Continental Corp
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Overview Fund Activity

148 hedge funds and large institutions have $643M invested in TRI-Continental Corp in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
24
Increased
53
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisory
Maryland
$4.21M
2
UBS Group
2
UBS Group
Switzerland
$9.9M
3
PTP
3
Platform Technology Partners
New York
$3.09M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.1M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.9M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$233K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.65M
3
CA
3
Cornerstone Advisors
North Carolina
$1.75M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.09M
5
AA
5
AQR Arbitrage
Connecticut
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
51
Guggenheim Capital
Illinois
$792K 25,007 -294 -1%
Osaic Holdings
52
Osaic Holdings
Arizona
$782K 24,688 +2,402 +11%
MOS
53
MGO One Seven
Ohio
$719K 22,684 -226 -1%
KMC
54
Kirr Marbach & Co
Indiana
$630K 19,882 – –
QC
55
Quantedge Capital
Singapore
$626K 19,751 -200 -1%
HWA
56
Heritage Wealth Advisors
Virginia
$603K 19,028 -1,155 -6%
SC
57
Savant Capital
Illinois
$601K 18,950 +318 +2%
KAS
58
Kestra Advisory Services
Texas
$595K 18,761 +240 +1%
Citadel Advisors
59
Citadel Advisors
Florida
$586K 18,492 +18,492 New
TW
60
Transform Wealth
Colorado
$584K 18,437 – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$572K 18,048 +4,888 +37%
JIC
62
Johnson Investment Counsel
Ohio
$552K 17,430 +611 +4%
FPB
63
First PREMIER Bank
South Dakota
$525K 16,574 – –
AF
64
Allworth Financial
California
$509K 15,585 +472 +3%
SP
65
Successful Portfolios
Florida
$495K 15,605 +593 +4%
TWP
66
Tower Wealth Partners
Pennsylvania
$435K 13,731 +899 +7%
DCM
67
Delta Capital Management
New Jersey
$423K 13,342 -10,000 -43%
Corient Private Wealth
68
Corient Private Wealth
Florida
$403K 12,724 -378 -3%
FFB
69
First Financial Bankshares
Texas
$403K 12,720 – –
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$387K 12,209 +990 +9%
MFIM
71
Mesirow Financial Investment Management
Illinois
$386K 12,188 +12,188 New
NFG
72
Nations Financial Group
Iowa
$383K 12,097 +568 +5%
TIAA Trust, National Association
73
TIAA Trust, National Association
North Carolina
$377K 11,899 +11,899 New
Ameriprise
74
Ameriprise
Minnesota
$375K 11,849 +402 +4%
RAM
75
Readystate Asset Management
Illinois
$369K 11,654 +11,654 New
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3
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