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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$714K -$15.1K -460 -2%
GC
52
Guggenheim Capital
Illinois
$666K -$190K -5,811 -22%
KMC
53
Kirr Marbach & Co
Indiana
$628K
KAS
54
Kestra Advisory Services
Texas
$601K +$2.29K +70 +0.4%
Cerity Partners
55
Cerity Partners
New York
$580K +$106K +3,244 +21%
HWA
56
Heritage Wealth Advisors
Virginia
$564K -$10.5K -322 -2%
FIA
57
Foundations Investment Advisors
Arizona
$563K +$3.7K +113 +0.6%
JIC
58
Johnson Investment Counsel
Ohio
$535K +$164 +5 +0%
FPB
59
First PREMIER Bank
South Dakota
$524K
Citadel Advisors
60
Citadel Advisors
Florida
$495K -$956K -29,208 -65%
TWP
61
Tower Wealth Partners
Pennsylvania
$493K +$4.58K +140 +0.9%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$491K +$28.7K +878 +6%
MOS
63
MGO One Seven
Ohio
$484K -$213K -6,520 -30%
JP Morgan Chase
64
JP Morgan Chase
New York
$483K -$6.42K -196 -1%
SP
65
Successful Portfolios
Florida
$473K +$262 +8 +0.1%
GC
66
GatePass Capital
Ohio
$466K
DCM
67
Delta Capital Management
New Jersey
$421K
WA
68
Waverly Advisors
Alabama
$409K +$785 +24 +0.2%
FFB
69
First Financial Bankshares
Texas
$402K
MCA
70
MSH Capital Advisors
Arizona
$402K
TFCP
71
Twin Focus Capital Partners
Massachusetts
$398K
XT
72
XTX Topco
Cayman Islands
$390K +$141K +4,304 +53%
CCA
73
Cora Capital Advisors
New Jersey
$378K
JIC
74
Joel Isaacson & Co
New York
$375K
Corient Private Wealth
75
Corient Private Wealth
Florida
$372K -$400K -12,221 -51%