We are live on ! Find out more
TY icon

TRI-Continental Corp

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, 34 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% less ownership

Funds ownership: 13.23%11.97% (-1.3%)

3% less funds holding

Funds holding: 149145 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

70% less capital invested

Capital invested by funds: $643M → $191M (-$452M)

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
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
34
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$133K -$1.58M -49,622 -91%
SPIA
102
Steward Partners Investment Advisory
New York
$133K -$12.6K -397 -8%
BL
103
BFSG LLC
California
$104K +$108K +3,406 New
PA
104
Parallel Advisors
California
$99.4K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$98.3K -$11.8K -371 -10%
BBHC
106
Brown Brothers Harriman & Co
New York
$93.8K
Bessemer Group
107
Bessemer Group
New Jersey
$91K -$32 -1 -0%
AP
108
Atwood & Palmer
Missouri
$83.6K
Comerica Bank
109
Comerica Bank
Texas
$78.2K
CA
110
Clearstead Advisors
Ohio
$76.7K
ME
111
McIlrath & Eck
Washington
$64.6K
AIM
112
Anchor Investment Management
South Carolina
$61.3K
T
113
Transce3nd
Texas
$59K -$35K -1,100 -36%
NA
114
NewEdge Advisors
Louisiana
$56.8K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$54K +$96 +3 +0.2%
CAM
116
Costello Asset Management
Pennsylvania
$48.3K +$50.1K +1,575 New
FCT
117
First Community Trust
Iowa
$46K
NB
118
NBT Bank
New York
$45.4K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$43K -$20.7K -649 -32%
SIC
120
Salem Investment Counselors
North Carolina
$40.3K
AAG
121
Armstrong Advisory Group
Massachusetts
$35.1K
PMFA
122
Plante Moran Financial Advisors
Michigan
$33.9K +$35.2K +1,105 New
WSFS
123
Wilmington Savings Fund Society
Delaware
$30.4K
SWM
124
Spire Wealth Management
Virginia
$28.8K
GWSG
125
GPS Wealth Strategies Group
Colorado
$24.1K +$223 +7 +0.9%