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.
1.26% less ownership
Funds ownership: 13.23% → 11.97% (-1.3%)
3% less funds holding
Funds holding: 149 → 145 (-4)
13% less capital invested
Capital invested by funds: $218M → $191M (-$27.4M)
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: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$765K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$761K |
| 3 |
JIC
Joel Isaacson & Co
New York
|
+$588K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$424K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.35M |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.22M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.1M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.75M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$1.58M |
TY Hedge Fund Activity: Q1 2025 in Review
145 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q1 2025, worth a combined $191M — down 13% from $218M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of TY and 9 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 34 added.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $765K. The largest seller was Shaker Financial Services, cutting an estimated $2.35M.
- 145 institutional investors held TRI-Continental Corp (TY) as of Q1 2025, down from 149 in Q4 2024.
- Funds reported $191M of TRI-Continental Corp stock for Q1 2025, down 13% quarter-over-quarter.
- 9 funds opened new TRI-Continental Corp positions in Q1 2025 and 11 closed out, a net change of -2 holders.
- The largest TRI-Continental Corp buyer in Q1 2025 was Advisors Asset Management, an estimated $765K added.
- The largest TRI-Continental Corp seller in Q1 2025 was Shaker Financial Services, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2025.