ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

70 hedge funds and large institutions have $48.5M invested in Liberty All-Star Growth Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
26
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$7.27M
2
WAM
Wolverine Asset Management
Illinois
$1.09M
3
1CP
1607 Capital Partners
Virginia
$4.32M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
$488K
5
LCM
Landscape Capital Management
New Jersey
$330K

Top Sellers

1
PCM
Penserra Capital Management
California
$0
2
WIA
World Investment Advisors
California
$0
3
RAM
Readystate Asset Management
Illinois
$380K
4
CA
Cornerstone Advisors
North Carolina
$3.9M
5
KIM
Karpus Investment Management
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$202K +$185K +37,920 +1,137%
Millennium Management
27
Millennium Management
New York
$191K +$191K +39,120 New
Walleye Capital
28
Walleye Capital
New York
$183K +$183K +37,324 New
IA
29
Integrity Alliance
Iowa
$158K +$158K +32,222 New
LI
30
LVZ Inc
Michigan
$146K – – –
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$140K -$79.2K -16,197 -36%
QPW
32
Quantum Private Wealth
Florida
$137K -$24.5K -5,000 -15%
NS
33
NBC Securities
Alabama
$126K +$126K +25,853 +107,721%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$121K +$2.52K +517 +2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$112K +$328 +67 +0.3%
OC
36
Oppenheimer & Co
New York
$106K +$50.3K +10,294 +91%
Morgan Stanley
37
Morgan Stanley
New York
$96.9K -$119K -24,359 -55%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$95.6K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$94K -$15.6K -3,172 -14%
KFA
40
Kapstone Financial Advisors
Ohio
$88.1K +$1.91K +391 +2%
SSB
41
Sandy Spring Bank
Maryland
$86.2K – – –
Baird Financial Group
42
Baird Financial Group
Wisconsin
$85K +$85K +17,390 New
WA
43
Waverly Advisors
Alabama
$82.8K +$3.43K +701 +4%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$78.4K +$78.4K +16,031 New
NA
45
NewEdge Advisors
Louisiana
$71.5K -$2.99K -611 -4%
AWM
46
AE Wealth Management
Kansas
$69.3K -$636 -130 -0.9%
SPIA
47
Steward Partners Investment Advisory
New York
$69.1K -$1.18K -241 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$65K -$33.7K -6,899 -34%
SOS
49
Silver Oak Securities
Tennessee
$64.4K +$2.27K +464 +4%
PI
50
PFG Investments
New York
$63.2K +$63.2K +12,930 New
1
2
3 4