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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 %
TFCP
76
Twin Focus Capital Partners
Massachusetts
$368K 11,611 +611 +6%
AIFAIM
77
American Institute for Advanced Investment Management
Arizona
$363K 11,440 +657 +6%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$358K 11,291 – –
WA
79
Waverly Advisors
Alabama
$357K 11,278 +11,278 New
FIA
80
Foundations Investment Advisors
Arizona
$355K 11,200 +732 +7%
BTIM
81
BancFirst Trust & Investment Management
Oklahoma
$350K 11,061 – –
CCA
82
Cora Capital Advisors
New Jersey
$349K 11,005 +522 +5%
MCA
83
MSH Capital Advisors
Arizona
$348K 10,970 -500 -4%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$345K 10,876 +507 +5%
Northern Trust
85
Northern Trust
Illinois
$343K 10,823 -15,855 -59%
PWH
86
Priebe Wealth Holdings
Minnesota
$330K 10,407 -712 -6%
AWM
87
Apollon Wealth Management
South Carolina
$325K 10,255 +1,259 +14%
JF
88
JSF Financial
California
$310K 9,787 +9,787 New
FWCM
89
Ferguson Wellman Capital Management
Oregon
$294K 9,266 – –
CBT
90
Crews Bank & Trust
Florida
$270K 8,509 +8,509 New
LFAS
91
Level Four Advisory Services
Texas
$259K 8,177 +8,177 New
TCM
92
Tandem Capital Management
New Jersey
$257K 8,100 – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$249K 7,848 +4,209 +116%
OC
94
Oppenheimer & Co
New York
$245K 7,745 +185 +2%
PSC
95
Prentiss Smith & Co
Vermont
$244K 7,689 – –
IAIM
96
International Assets Investment Management
Florida
$233K 7,459 -224,836 -97%
IFO
97
Independent Family Office
New York
$221K 6,987 – –
CIA
98
Choate Investment Advisors
Massachusetts
$220K 6,928 – –
MA
99
Mezzasalma Advisors
New Jersey
$206K 6,494 +6,494 New
MWM
100
Mascagni Wealth Management
Mississippi
$203K 6,629 +6,629 New
2 3
4
5 6