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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
JIC
51
Johnson Investment Counsel
Ohio
$581K -$12.2K -371 -2%
FPB
52
First PREMIER Bank
South Dakota
$564K
WAM
53
Wolverine Asset Management
Illinois
$543K -$4.56M -138,085 -90%
JP Morgan Chase
54
JP Morgan Chase
New York
$510K +$1.19K +36 +0.2%
SP
55
Successful Portfolios
Florida
$503K -$25.4K -771 -5%
GC
56
GatePass Capital
Ohio
$502K
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$496K +$481K +14,591 New
TWP
58
Tower Wealth Partners
Pennsylvania
$491K +$3.66K +111 +0.8%
SPIA
59
Steward Partners Investment Advisory
New York
$483K +$326K +9,875 +228%
Cerity Partners
60
Cerity Partners
New York
$482K +$468K +14,175 New
DCM
61
Delta Capital Management
New Jersey
$454K
MCA
62
MSH Capital Advisors
Arizona
$438K +$66K +2,000 +18%
FFB
63
First Financial Bankshares
Texas
$432K
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$431K
SFS
65
Shaker Financial Services
Virginia
$431K -$4.94M -149,668 -92%
TFCP
66
Twin Focus Capital Partners
Massachusetts
$429K
WA
67
Waverly Advisors
Alabama
$422K -$16.8K -508 -4%
Corient Private Wealth
68
Corient Private Wealth
Florida
$413K
JIC
69
Joel Isaacson & Co
New York
$403K
PAG
70
Private Advisor Group
New Jersey
$401K +$389K +11,796 New
FIA
71
Foundations Investment Advisors
Arizona
$400K +$3K +91 +0.8%
Ameriprise
72
Ameriprise
Minnesota
$393K -$15.2K -462 -4%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$386K -$36.9K -1,118 -9%
CCA
74
Cora Capital Advisors
New Jersey
$383K
IWC
75
Integrated Wealth Concepts
Massachusetts
$381K -$1.45M -44,074 -80%

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.