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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 %
BTIM
76
BancFirst Trust & Investment Management
Oklahoma
$338K – – –
CCA
77
Cora Capital Advisors
New Jersey
$338K – – –
MCA
78
MSH Capital Advisors
Arizona
$334K -$2.33K -76 -0.7%
Northern Trust
79
Northern Trust
Illinois
$332K – – –
TIAA Trust, National Association
80
TIAA Trust, National Association
North Carolina
$330K -$34.8K -1,136 -10%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$323K -$10.5K -341 -3%
OC
82
Oppenheimer & Co
New York
$300K +$62.7K +2,043 +26%
AWM
83
Apollon Wealth Management
South Carolina
$291K -$23.1K -753 -7%
FWCM
84
Ferguson Wellman Capital Management
Oregon
$284K – – –
PWH
85
Priebe Wealth Holdings
Minnesota
$280K -$39.3K -1,281 -12%
CBT
86
Crews Bank & Trust
Florida
$261K – – –
LFAS
87
Level Four Advisory Services
Texas
$254K +$2.7K +88 +1%
TCM
88
Tandem Capital Management
New Jersey
$248K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$241K – – –
PSC
90
Prentiss Smith & Co
Vermont
$236K – – –
IAIM
91
International Assets Investment Management
Florida
$229K – – –
IFO
92
Independent Family Office
New York
$214K – – –
CIA
93
Choate Investment Advisors
Massachusetts
$212K – – –
MWM
94
Mascagni Wealth Management
Mississippi
$203K – – –
MA
95
Mezzasalma Advisors
New Jersey
$201K +$1.69K +55 +0.8%
AA
96
Ancora Advisors
Ohio
$181K – – –
US Bancorp
97
US Bancorp
Minnesota
$175K -$31 -1 -0%
BLC
98
Brown, Lisle/Cummings
Rhode Island
$153K -$30.7K -1,000 -17%
MCM
99
MAI Capital Management
Ohio
$153K – – –
Jones Financial Companies
100
Jones Financial Companies
Missouri
$142K +$87.5K +2,858 +162%
2 3
4
5 6