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TRI-Continental Corp
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Overview Fund Activity

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, 33 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.97%
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
33
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$737K
2
UBS Group
2
UBS Group
Switzerland
$10.3M
3
JIC
3
Joel Isaacson & Co
New York
$567K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.73M
5
WAM
5
Wolverine Asset Management
Illinois
$4.13M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.77M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.96M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$133K
5
PTP
5
Platform Technology Partners
New York
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.4M 566,027 -5,075 -0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
$13.8M 449,805 – –
BFS
3
Bard Financial Services
Connecticut
$13.6M 443,834 -21,550 -5%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$12.6M 411,702 -29 -0%
UBS Group
5
UBS Group
Switzerland
$10.3M 336,310 +23,915 +8%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$8.48M 276,551 +3,539 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$7.96M 259,625 -65,870 -20%
Wells Fargo
8
Wells Fargo
California
$7.81M 254,740 +2,711 +1%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.31M 205,747 -8,096 -4%
UCI
10
Uncommon Cents Investing
Wisconsin
$5.03M 163,916 -2,978 -2%
WAM
11
Wolverine Asset Management
Illinois
$4.13M 134,784 +7,852 +6%
CA
12
Cornerstone Advisory
Maryland
$3.97M 132,096 +3,001 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.81M 124,064 -4,587 -4%
EWA
14
EP Wealth Advisors
California
$3.12M 101,861 -1,625 -2%
Stifel Financial
15
Stifel Financial
Missouri
$2.96M 96,571 +1,025 +1%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.91M 94,859 -2,744 -3%
1IA
17
1620 Investment Advisors
Massachusetts
$2.8M 91,226 +2,182 +2%
SFS
18
Shaker Financial Services
Virginia
$2.77M 90,287 -73,780 -45%
Mariner
19
Mariner
Kansas
$2.54M 82,728 +1,164 +1%
CFA
20
Capstone Financial Advisors
Illinois
$2.32M 75,513 – –
DADC
21
D.A. Davidson & Co
Montana
$2.3M 74,999 -5,629 -7%
RCM
22
RB Capital Management
Nevada
$1.93M 62,999 -188 -0.3%
PTP
23
Platform Technology Partners
New York
$1.89M 61,500 -36,031 -37%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.86M 60,703 +3,954 +7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.8M 58,770 +381 +0.7%
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