TRI-Continental Corp
156 hedge funds and large institutions have $240M invested in TRI-Continental Corp in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
11% more capital invested
Capital invested by funds: $217M → $240M (+$23.1M)
2% more funds holding
Funds holding: 153 → 156 (+3)
0.1% less ownership
Funds ownership: 13.2% → 13.1% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$5.36M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.73M |
| 3 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
+$1.61M |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$781K |
| 5 |
WI
Westbourne Investments
Alexandria,
Virginia
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.96M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.56M |
| 3 |
QPWM
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
-$1.21M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$906K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$774K |
TY Hedge Fund Activity: Q2 2026 in Review
156 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in TRI-Continental Corp (TY) for Q2 2026, worth a combined $240M — up 11% from $217M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TY positions and 12 closed out — a net gain of 7 holders — while 58 added to existing stakes and 42 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $5.36M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.96M sold.
- 156 institutional investors held TRI-Continental Corp (TY) as of Q2 2026, up from 153 in Q1 2026.
- Funds reported $240M of TRI-Continental Corp stock for Q2 2026, up 11% quarter-over-quarter.
- 19 funds opened new TRI-Continental Corp positions in Q2 2026 and 12 closed out, a net change of +7 holders.
- The largest TRI-Continental Corp buyer in Q2 2026 was Lazard Asset Management, an estimated $5.36M added.
- The largest TRI-Continental Corp seller in Q2 2026 was Shaker Financial Services, an estimated $2.96M sold.
Based on aggregated 13F filings for Q2 2026.