We are live on ! Find out more
TY icon

TRI-Continental Corp

149 hedge funds and large institutions have $206M invested in TRI-Continental Corp in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $191M → $206M (+$14.8M)

3% more funds holding

Funds holding: 145149 (+4)

0.54% more ownership

Funds ownership: 11.97%12.51% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
53
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$39.1K -$5K -165 -12%
AAS
127
Ameritas Advisory Services
Nebraska
$38.9K +$37.3K +1,229 New
AAG
128
Armstrong Advisory Group
Massachusetts
$35.1K
PMFA
129
Plante Moran Financial Advisors
Michigan
$35K
WSFS
130
Wilmington Savings Fund Society
Delaware
$31.4K
GWSG
131
GPS Wealth Strategies Group
Colorado
$25.7K +$788 +26 +3%
CI
132
CX Institutional
Indiana
$18K
CFO
133
CVA Family Office
Colorado
$14.7K
HNB
134
Hilltop National Bank
Wyoming
$11.7K +$11.2K +370 New
BTI
135
Blue Trust Inc
Georgia
$11.7K
IA
136
IFP Advisors
Florida
$8.87K +$3.03K +100 +56%
HI
137
Harbour Investments
Wisconsin
$7.95K
SIC
138
SJS Investment Consulting
Ohio
$7.31K
FPF
139
First Pacific Financial
Washington
$6.68K
PFG
140
Putney Financial Group
California
$6.33K +$121 +4 +2%
TJHA
141
Thomas J. Herzfeld Advisors
Florida
$5.68K +$152 +5 +3%
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$4.97K
SHIM
143
Stone House Investment Management
Pennsylvania
$4.28K +$121 +4 +3%
SIS
144
Strategic Investment Solutions
Illinois
$4.24K
VWA
145
Valued Wealth Advisors
Utah
$3.16K
SIS
146
Sound Income Strategies
Florida
$2.7K
JWA
147
JFS Wealth Advisors
Pennsylvania
$2.03K
CFFP
148
Center for Financial Planning
Michigan
$760
PS
149
Principal Securities
Iowa
$602
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
-$323K -10,535 Closed

TY Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2025, worth a combined $206M — up 7.7% from $191M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TY positions and 7 closed out — a net gain of 6 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $1.72M.

  • 149 institutional investors held TRI-Continental Corp (TY) as of Q2 2025, up from 145 in Q1 2025.
  • Funds reported $206M of TRI-Continental Corp stock for Q2 2025, up 7.7% quarter-over-quarter.
  • 13 funds opened new TRI-Continental Corp positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest TRI-Continental Corp buyer in Q2 2025 was Saba Capital Management, an estimated $4M added.
  • The largest TRI-Continental Corp seller in Q2 2025 was Morgan Stanley, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.