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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, 55 increasing their positions, 33 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 33
0.27% more ownership
Funds ownership: 12.71% → 12.98% (+0.27%)
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 (-$4.49M)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
2% less funds holding
Funds holding: 154 → 151 (-3)
Holders
151
Holders Change
-3
Holders Change %
-1.95%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
55
Reduced
33
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 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
| 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 |
