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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 %
LWA
126
Lowe Wealth Advisors
Maryland
$18.4K – – –
CI
127
CX Institutional
Indiana
$17K +$17K +557 New
CFO
128
CVA Family Office
Colorado
$14.2K – – –
BTI
129
Blue Trust Inc
Georgia
$11.3K – – –
FAM
130
Flaharty Asset Management
Florida
$10.2K +$10.2K +333 New
HI
131
Harbour Investments
Wisconsin
$7.7K – – –
SIC
132
SJS Investment Consulting
Ohio
$7.09K – – –
FPF
133
First Pacific Financial
Washington
$6.47K – – –
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$6.13K +$6.13K +200 New
PFG
135
Putney Financial Group
California
$6.01K – – –
IA
136
IFP Advisors
Florida
$5.52K – – –
TJHA
137
Thomas J. Herzfeld Advisors
Florida
$5.32K +$61 +2 +1%
TSMHT
138
Thurston Springer Miller Herd & Titak
Indiana
$4.82K – – –
SIS
139
Strategic Investment Solutions
Illinois
$4.11K – – –
SHIM
140
Stone House Investment Management
Pennsylvania
$4.01K +$4.01K +131 New
VWA
141
Valued Wealth Advisors
Utah
$3.06K – – –
SIS
142
Sound Income Strategies
Florida
$2.62K – – –
JWA
143
JFS Wealth Advisors
Pennsylvania
$1.96K – – –
CFFP
144
Center for Financial Planning
Michigan
$737 – – –
PS
145
Principal Securities
Iowa
$602 – – –
CA
146
Cornerstone Advisors
North Carolina
– -$1.75M -55,242 Closed
AA
147
AQR Arbitrage
Connecticut
– -$1.04M -32,920 Closed
MFIM
148
Mesirow Financial Investment Management
Illinois
– -$386K -12,188 Closed
JF
149
JSF Financial
California
– -$310K -9,787 Closed
CBT
150
CoreFirst Bank & Trust
Kansas
– -$34.9K -1,100 Closed
3 4 5
6
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