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TRI-Continental Corp

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, 34 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% less ownership

Funds ownership: 13.23%11.97% (-1.3%)

3% less funds holding

Funds holding: 149145 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

70% less capital invested

Capital invested by funds: $643M → $191M (-$452M)

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
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
34
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$567K -$8.66K -272 -1%
JIC
52
Joel Isaacson & Co
New York
$567K +$588K +18,481 New
TW
53
Transform Wealth
Colorado
$565K
JIC
54
Johnson Investment Counsel
Ohio
$535K +$127 +4 +0%
QC
55
Quantedge Capital
Singapore
$529K -$79.6K -2,500 -13%
FPB
56
First PREMIER Bank
South Dakota
$508K
AF
57
Allworth Financial
California
$481K +$27.5K +863 +6%
SP
58
Successful Portfolios
Florida
$479K +$255 +8 +0.1%
JP Morgan Chase
59
JP Morgan Chase
New York
$459K -$98.1K -3,082 -17%
GC
60
GatePass Capital
Ohio
$459K +$158K +4,956 +50%
TWP
61
Tower Wealth Partners
Pennsylvania
$425K +$3.85K +121 +0.9%
DCM
62
Delta Capital Management
New Jersey
$409K
FFB
63
First Financial Bankshares
Texas
$390K
WA
64
Waverly Advisors
Alabama
$390K +$45.5K +1,430 +13%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$384K -$29K -910 -7%
Corient Private Wealth
66
Corient Private Wealth
Florida
$374K -$17K -535 -4%
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$374K -$637 -20 -0.2%
NFG
68
Nations Financial Group
Iowa
$373K +$2.39K +75 +0.6%
Ameriprise
69
Ameriprise
Minnesota
$370K +$6.75K +212 +2%
Citadel Advisors
70
Citadel Advisors
Florida
$359K -$216K -6,779 -37%
TFCP
71
Twin Focus Capital Partners
Massachusetts
$356K
AIFAIM
72
American Institute for Advanced Investment Management
Arizona
$351K
FIA
73
Foundations Investment Advisors
Arizona
$347K +$3.12K +98 +0.9%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$346K
RAM
75
Readystate Asset Management
Illinois
$339K -$18.8K -590 -5%