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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
Morgan Stanley
1
Morgan Stanley
New York
$17.4M -$162K -5,075 -0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
$13.8M
BFS
3
Bard Financial Services
Connecticut
$13.6M -$686K -21,550 -5%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$12.6M -$923 -29 -0%
UBS Group
5
UBS Group
Switzerland
$10.3M +$761K +23,915 +8%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$8.48M +$113K +3,539 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$7.96M -$2.1M -65,870 -20%
Wells Fargo
8
Wells Fargo
California
$7.81M +$86.3K +2,711 +1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.31M -$258K -8,096 -4%
UCI
10
Uncommon Cents Investing
Wisconsin
$5.03M -$94.8K -2,978 -2%
WAM
11
Wolverine Asset Management
Illinois
$4.13M +$250K +7,852 +6%
CA
12
Cornerstone Advisory
Maryland
$3.97M +$95.5K +3,001 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.81M -$146K -4,587 -4%
EWA
14
EP Wealth Advisors
California
$3.12M -$51.7K -1,625 -2%
Stifel Financial
15
Stifel Financial
Missouri
$2.96M +$32.6K +1,025 +1%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.91M -$87.4K -2,744 -3%
1IA
17
1620 Investment Advisors
Massachusetts
$2.8M +$69.5K +2,182 +2%
SFS
18
Shaker Financial Services
Virginia
$2.77M -$2.35M -73,780 -45%
Mariner
19
Mariner
Kansas
$2.54M +$37.1K +1,164 +1%
CFA
20
Capstone Financial Advisors
Illinois
$2.32M
DADC
21
D.A. Davidson & Co
Montana
$2.3M -$179K -5,629 -7%
RCM
22
RB Capital Management
Nevada
$1.93M -$5.99K -188 -0.3%
PTP
23
Platform Technology Partners
New York
$1.89M -$1.15M -36,031 -37%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.86M +$126K +3,954 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.8M +$12.1K +381 +0.7%