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TRI-Continental Corp
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Overview Fund Activity

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, 33 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.97%
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
33
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$737K
2
UBS Group
UBS Group
Switzerland
$10.3M
3
JIC
Joel Isaacson & Co
New York
$567K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.73M
5
WAM
Wolverine Asset Management
Illinois
$4.13M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$2.77M
2
Raymond James Financial
Raymond James Financial
Florida
$7.96M
3
CA
Cornerstone Advisors
North Carolina
$0
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$133K
5
PTP
Platform Technology Partners
New York
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$581K – – –
KAS
52
Kestra Advisory Services
Texas
$567K -$8.34K -272 -1%
JIC
53
Joel Isaacson & Co
New York
$567K +$567K +18,481 New
TW
54
Transform Wealth
Colorado
$565K – – –
JIC
55
Johnson Investment Counsel
Ohio
$535K +$123 +4 +0%
QC
56
Quantedge Capital
Singapore
$529K -$76.7K -2,500 -13%
FPB
57
First PREMIER Bank
South Dakota
$508K – – –
AF
58
Allworth Financial
California
$481K +$25.2K +863 +6%
SP
59
Successful Portfolios
Florida
$479K +$245 +8 +0.1%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$459K -$94.5K -3,082 -17%
TWP
61
Tower Wealth Partners
Pennsylvania
$425K +$3.71K +121 +0.9%
DCM
62
Delta Capital Management
New Jersey
$409K – – –
FFB
63
First Financial Bankshares
Texas
$390K – – –
WA
64
Waverly Advisors
Alabama
$390K +$43.9K +1,430 +13%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$384K -$27.9K -910 -7%
Corient Private Wealth
66
Corient Private Wealth
Florida
$374K -$16.4K -535 -4%
SBIA
67
Sheaff Brock Investment Advisors
Indiana
$374K -$613 -20 -0.2%
NFG
68
Nations Financial Group
Iowa
$373K +$2.3K +75 +0.6%
Ameriprise
69
Ameriprise
Minnesota
$370K +$6.5K +212 +2%
Citadel Advisors
70
Citadel Advisors
Florida
$359K -$208K -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 +$3.01K +98 +0.9%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$346K – – –
RAM
75
Readystate Asset Management
Illinois
$339K -$18.1K -590 -5%
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3
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