We are live on ! Find out more
TY icon

TRI-Continental Corp

153 hedge funds and large institutions have $217M invested in TRI-Continental Corp in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

1% more funds holding

Funds holding: 151153 (+2)

0.22% more ownership

Funds ownership: 12.98%13.2% (+0.22%)

1% less capital invested

Capital invested by funds: $220M → $217M (-$2.98M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
12
Increased
49
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$23.2M +$1.1M +33,497 +5%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M -$282K -8,616 -2%
Lazard Asset Management
3
Lazard Asset Management
New York
$16.3M -$101K -3,091 -0.6%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$13.6M +$298K +9,111 +2%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$11.6M +$1.04M +31,757 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$8.24M -$417K -12,742 -5%
UBS Group
7
UBS Group
Switzerland
$6.74M -$1.6M -48,927 -19%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$6.28M +$198K +6,046 +3%
UB
9
UMB Bank
Missouri
$5.62M -$91.2K -2,788 -2%
Wells Fargo
10
Wells Fargo
California
$5.25M -$309K -9,426 -5%
UCI
11
Uncommon Cents Investing
Wisconsin
$5.04M -$6.05K -185 -0.1%
CA
12
Cornerstone Advisory
Maryland
$4.79M +$134K +4,099 +3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$4.57M +$687K +20,996 +17%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.89M +$3.22M +98,253 +396%
Stifel Financial
15
Stifel Financial
Missouri
$3.27M +$124K +3,782 +4%
Mariner
16
Mariner
Kansas
$3.05M +$87.6K +2,677 +3%
SFS
17
Shaker Financial Services
Virginia
$2.96M +$760K +23,218 +33%
1IA
18
1620 Investment Advisors
Massachusetts
$2.93M +$10.2K +312 +0.3%
EWA
19
EP Wealth Advisors
California
$2.73M -$60.5K -1,850 -2%
First Trust Advisors
20
First Trust Advisors
Illinois
$2.67M +$368K +11,254 +15%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.64M -$1.45M -44,407 -35%
ACM
22
Altium Capital Management
New York
$2.49M +$1.26M +38,469 +95%
LPL Financial
23
LPL Financial
California
$2.49M -$85.5K -2,612 -3%
CFA
24
Capstone Financial Advisors
Illinois
$2.39M
DADC
25
D.A. Davidson & Co
Montana
$2.31M -$33.9K -1,035 -1%