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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
AWM
151
Apollon Wealth Management
South Carolina
-$291K -9,502 Closed
MA
152
Mezzasalma Advisors
New Jersey
-$201K -6,549 Closed
FCT
153
First Community Trust
Iowa
-$46K -1,500 Closed
SWM
154
Spire Wealth Management
Virginia
-$28.8K -939 Closed
LWA
155
Lowe Wealth Advisors
Maryland
-$18.4K -600 Closed
FAM
156
Flaharty Asset Management
Florida
-$10.2K -333 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.