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TRI-Continental Corp

146 hedge funds and large institutions have $192M 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
Lazard Asset Management
2
Lazard Asset Management
New York
$13.8M
BFS
3
Bard Financial Services
Connecticut
$13.6M
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$12.6M
UBS Group
5
UBS Group
Switzerland
$10.3M
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$8.48M
Raymond James Financial
7
Raymond James Financial
Florida
$7.96M
Wells Fargo
8
Wells Fargo
California
$7.81M
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.31M
UCI
10
Uncommon Cents Investing
Wisconsin
$5.03M
WAM
11
Wolverine Asset Management
Illinois
$4.13M
CA
12
Cornerstone Advisory
Maryland
$3.97M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.81M
EWA
14
EP Wealth Advisors
California
$3.12M
Stifel Financial
15
Stifel Financial
Missouri
$2.96M
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.91M
1IA
17
1620 Investment Advisors
Massachusetts
$2.8M
SFS
18
Shaker Financial Services
Virginia
$2.77M
Mariner
19
Mariner
Kansas
$2.54M
CFA
20
Capstone Financial Advisors
Illinois
$2.32M
DADC
21
D.A. Davidson & Co
Montana
$2.3M
RCM
22
RB Capital Management
Nevada
$1.93M
PTP
23
Platform Technology Partners
New York
$1.89M
First Trust Advisors
24
First Trust Advisors
Illinois
$1.86M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.8M