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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
LWA
126
Lowe Wealth Advisors
Maryland
$18.4K
CI
127
CX Institutional
Indiana
$17K +$17.7K +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 +$10.6K +333 New
HI
131
Harbour Investments
Wisconsin
$7.7K
SIC
132
SJS Investment Consulting
Ohio
$7.08K
FPF
133
First Pacific Financial
Washington
$6.47K
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$6.13K +$6.37K +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 +$64 +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
$4K +$4.17K +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
SA
146
Sanctuary Advisors
Indiana
-$2.22M -68,080 Closed
CA
147
Cornerstone Advisors
North Carolina
-$1.75M -55,242 Closed
AA
148
AQR Arbitrage
Connecticut
-$1.04M -32,920 Closed
SC
149
Savant Capital
Illinois
-$601K -18,950 Closed
MFIM
150
Mesirow Financial Investment Management
Illinois
-$386K -12,188 Closed