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TRI-Continental Corp
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Overview Fund Activity

150 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, 54 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
54
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$4.18M
2
SFS
Shaker Financial Services
Virginia
+$2.28M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.11M
4
BFS
Bard Financial Services
Connecticut
+$854K
5
RAM
Readystate Asset Management
Illinois
+$784K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.79M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$924K
3
Wells Fargo
Wells Fargo
California
-$708K
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$519K
5
LCM
Landscape Capital Management
New Jersey
-$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.1M -$1.79M -56,586 -10%
BFS
2
Bard Financial Services
Connecticut
$14.9M +$854K +26,965 +6%
Lazard Asset Management
3
Lazard Asset Management
New York
$14.2M – – –
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$13.2M +$128K +4,041 +1%
UBS Group
5
UBS Group
Switzerland
$10.8M +$144K +4,562 +1%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$9.86M +$1.11M +35,000 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$8.34M +$122K +3,857 +1%
Wells Fargo
8
Wells Fargo
California
$7.36M -$708K -22,347 -9%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.44M -$74.9K -2,366 -1%
SFS
10
Shaker Financial Services
Virginia
$5.14M +$2.28M +72,063 +80%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.12M -$65.9K -2,080 -1%
WAM
12
Wolverine Asset Management
Illinois
$4.88M +$610K +19,270 +14%
CA
13
Cornerstone Advisory
Maryland
$4.41M +$224K +7,081 +5%
SCM
14
Saba Capital Management
New York
$4.18M +$4.18M +131,968 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.05M +$71K +2,217 +2%
Stifel Financial
16
Stifel Financial
Missouri
$3.11M +$49.2K +1,555 +2%
EWA
17
EP Wealth Advisors
California
$2.95M -$270K -8,534 -8%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$2.9M -$107K -3,373 -4%
1IA
19
1620 Investment Advisors
Massachusetts
$2.89M +$3.67K +116 +0.1%
Mariner
20
Mariner
Kansas
$2.71M +$86.6K +2,736 +3%
CFA
21
Capstone Financial Advisors
Illinois
$2.39M – – –
DADC
22
D.A. Davidson & Co
Montana
$2.3M -$72.3K -2,284 -3%
PTP
23
Platform Technology Partners
New York
$2M +$48.2K +1,522 +2%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.98M +$60.6K +1,914 +3%
LPL Financial
25
LPL Financial
California
$1.97M +$448K +14,145 +29%
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