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TRI-Continental Corp

154 hedge funds and large institutions have $225M invested in TRI-Continental Corp in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $206M → $225M (+$18.7M)

3% more funds holding

Funds holding: 149154 (+5)

0.2% more ownership

Funds ownership: 12.51%12.71% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
154
Holders Change
+5
Holders Change %
+3.36%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
37
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$209K +$202K +6,137 New
Baird Financial Group
102
Baird Financial Group
Wisconsin
$207K -$28.8K -873 -13%
SCA
103
Snowden Capital Advisors
New York
$205K +$199K +6,026 New
PA
104
Pinnacle Associates
New York
$204K +$198K +6,000 New
NL
105
NWAM LLC
Washington
$204K +$198K +5,991 New
BFS
106
Bradley Foster & Sargent
Connecticut
$203K +$197K +5,963 New
AA
107
Ancora Advisors
Ohio
$201K
US Bancorp
108
US Bancorp
Minnesota
$192K -$3.96K -120 -2%
MCM
109
MAI Capital Management
Ohio
$170K
BLC
110
Brown, Lisle/Cummings
Rhode Island
$143K -$13.2K -400 -9%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$132K
AAS
112
Ameritas Advisory Services
Nebraska
$129K +$84.4K +2,558 +208%
BL
113
BFSG LLC
California
$116K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$112K +$49.5K +1,499 +84%
PA
115
Parallel Advisors
California
$110K
BBHC
116
Brown Brothers Harriman & Co
New York
$104K
Citigroup
117
Citigroup
New York
$104K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$97.7K -$12K -363 -11%
Bessemer Group
119
Bessemer Group
New Jersey
$95K
GIA
120
GHP Investment Advisors
Colorado
$94.1K -$40.7K -1,233 -31%
AP
121
Atwood & Palmer
Missouri
$92.7K
CA
122
Clearstead Advisors
Ohio
$85K
Jones Financial Companies
123
Jones Financial Companies
Missouri
$79.6K
ME
124
McIlrath & Eck
Washington
$73.4K
AIM
125
Anchor Investment Management
South Carolina
$68K

TY Hedge Fund Activity: Q3 2025 in Review

154 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q3 2025, worth a combined $225M — up 9.1% from $206M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TY positions and 9 closed out — a net gain of 7 holders — while 37 added to existing stakes and 41 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $17M. The largest seller was Shaker Financial Services, cutting an estimated $4.94M.

  • 154 institutional investors held TRI-Continental Corp (TY) as of Q3 2025, up from 149 in Q2 2025.
  • Funds reported $225M of TRI-Continental Corp stock for Q3 2025, up 9.1% quarter-over-quarter.
  • 16 funds opened new TRI-Continental Corp positions in Q3 2025 and 9 closed out, a net change of +7 holders.
  • The largest TRI-Continental Corp buyer in Q3 2025 was Saba Capital Management, an estimated $17M added.
  • The largest TRI-Continental Corp seller in Q3 2025 was Shaker Financial Services, an estimated $4.94M sold.

Based on aggregated 13F filings for Q3 2025.