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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 %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$133K -$1.36M -49,622 -91%
SPIA
102
Steward Partners Investment Advisory
New York
$133K -$12.2K -397 -8%
BL
103
BFSG LLC
California
$104K +$104K +3,406 New
PA
104
Parallel Advisors
California
$99.4K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$98.3K -$11.4K -371 -10%
BBHC
106
Brown Brothers Harriman & Co
New York
$93.8K – – –
Bessemer Group
107
Bessemer Group
New Jersey
$91K -$31 -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 -$33.7K -1,100 -36%
NA
114
NewEdge Advisors
Louisiana
$56.8K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$54K +$91 +3 +0.2%
CAM
116
Costello Asset Management
Pennsylvania
$48.3K +$48.3K +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 -$19.9K -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 +$33.9K +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 +$215 +7 +0.9%
3 4
5
6 7