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TRI-Continental Corp

149 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, 53 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

8% more capital invested

Capital invested by funds: $191M → $206M (+$14.8M)

3% more funds holding

Funds holding: 145149 (+4)

0.54% more ownership

Funds ownership: 11.97%12.51% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
53
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M -$1.72M -56,586 -10%
BFS
2
Bard Financial Services
Connecticut
$14.9M +$818K +26,965 +6%
Lazard Asset Management
3
Lazard Asset Management
New York
$14.2M
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$13.2M +$123K +4,041 +1%
UBS Group
5
UBS Group
Switzerland
$10.8M +$138K +4,562 +1%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$9.86M +$1.06M +35,000 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$8.34M +$117K +3,857 +1%
Wells Fargo
8
Wells Fargo
California
$7.36M -$678K -22,347 -9%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$6.44M -$71.7K -2,366 -1%
SFS
10
Shaker Financial Services
Virginia
$5.14M +$2.19M +72,063 +80%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.12M -$63.1K -2,080 -1%
WAM
12
Wolverine Asset Management
Illinois
$4.88M +$584K +19,270 +14%
CA
13
Cornerstone Advisory
Maryland
$4.41M +$215K +7,081 +5%
SCM
14
Saba Capital Management
New York
$4.18M +$4M +131,968 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.05M +$67.2K +2,217 +2%
Stifel Financial
16
Stifel Financial
Missouri
$3.11M +$47.2K +1,555 +2%
EWA
17
EP Wealth Advisors
California
$2.95M -$259K -8,534 -8%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$2.9M -$102K -3,373 -4%
1IA
19
1620 Investment Advisors
Massachusetts
$2.89M +$3.52K +116 +0.1%
Mariner
20
Mariner
Kansas
$2.71M +$83K +2,736 +3%
CFA
21
Capstone Financial Advisors
Illinois
$2.39M
DADC
22
D.A. Davidson & Co
Montana
$2.3M -$69.3K -2,284 -3%
PTP
23
Platform Technology Partners
New York
$2M +$46.2K +1,522 +2%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.98M +$58K +1,914 +3%
LPL Financial
25
LPL Financial
California
$1.97M +$429K +14,145 +29%

TY Hedge Fund Activity: Q2 2025 in Review

149 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2025, worth a combined $206M — up 7.7% from $191M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TY positions and 7 closed out — a net gain of 6 holders — while 53 added to existing stakes and 41 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4M. The largest seller was Morgan Stanley, cutting an estimated $1.72M.

  • 149 institutional investors held TRI-Continental Corp (TY) as of Q2 2025, up from 145 in Q1 2025.
  • Funds reported $206M of TRI-Continental Corp stock for Q2 2025, up 7.7% quarter-over-quarter.
  • 13 funds opened new TRI-Continental Corp positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest TRI-Continental Corp buyer in Q2 2025 was Saba Capital Management, an estimated $4M added.
  • The largest TRI-Continental Corp seller in Q2 2025 was Morgan Stanley, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.