TRI-Continental Corp
151 hedge funds and large institutions have $220M invested in TRI-Continental Corp in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 28 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 34
0.24% more ownership
Funds ownership: 12.71% → 12.95% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $225M → $220M (-$4.64M)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
2% less funds holding
Funds holding: 154 → 151 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$6.52M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$6.11M |
| 3 |
Morgan Stanley
New York
|
+$2.08M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.95M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$6.75M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.65M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| 4 |
PCM
Prospera Capital Management
Gilbert,
Arizona
|
-$998K |
| 5 |
FMC
First Merchants Corp
Muncie,
Indiana
|
-$939K |
TY Hedge Fund Activity: Q4 2025 in Review
151 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q4 2025, worth a combined $220M — down 2.1% from $225M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of TY and 26 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 54 added.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $6.52M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $6.75M sold.
- 151 institutional investors held TRI-Continental Corp (TY) as of Q4 2025, down from 154 in Q3 2025.
- Funds reported $220M of TRI-Continental Corp stock for Q4 2025, down 2.1% quarter-over-quarter.
- 26 funds opened new TRI-Continental Corp positions in Q4 2025 and 28 closed out, a net change of -2 holders.
- The largest TRI-Continental Corp buyer in Q4 2025 was Focus Partners Wealth, an estimated $6.52M added.
- The largest TRI-Continental Corp seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $6.75M sold.
Based on aggregated 13F filings for Q4 2025.