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ASG

Liberty All-Star Growth Fund

71 hedge funds and large institutions have $48.6M 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, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.96% less ownership

Funds ownership: 17.87%16.91% (-0.96%)

8% less funds holding

Funds holding: 7771 (-6)

18% less capital invested

Capital invested by funds: $59.5M → $48.6M (-$10.9M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
71
Holders Change
-6
Holders Change %
-7.79%
% 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
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$202K +$205K +37,920 +1,137%
Millennium Management
27
Millennium Management
New York
$191K +$212K +39,120 New
Walleye Capital
28
Walleye Capital
New York
$183K +$202K +37,324 New
IA
29
Integrity Alliance
Iowa
$158K +$174K +32,222 New
LI
30
LVZ Inc
Michigan
$146K
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$140K -$87.6K -16,197 -36%
QPW
32
Quantum Private Wealth
Florida
$137K -$27K -5,000 -15%
NS
33
NBC Securities
Alabama
$126K +$140K +25,853 +107,721%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$121K +$2.79K +517 +2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$112K +$362 +67 +0.3%
OC
36
Oppenheimer & Co
New York
$106K +$55.7K +10,294 +91%
Morgan Stanley
37
Morgan Stanley
New York
$96.9K -$132K -24,359 -55%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$95.6K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$94K -$17.2K -3,172 -14%
KFA
40
Kapstone Financial Advisors
Ohio
$88.1K +$2.11K +391 +2%
SSB
41
Sandy Spring Bank
Maryland
$86.2K
Baird Financial Group
42
Baird Financial Group
Wisconsin
$85K +$94K +17,390 New
WA
43
Waverly Advisors
Alabama
$82.8K +$3.79K +701 +4%
IFG
44
Independent Financial Group
California
$81K -$5.99K -1,108 -6%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$78.4K +$86.7K +16,031 New
NA
46
NewEdge Advisors
Louisiana
$71.5K -$3.3K -611 -4%
AWM
47
AE Wealth Management
Kansas
$69.3K -$703 -130 -0.9%
SPIA
48
Steward Partners Investment Advisory
New York
$69K -$1.3K -241 -2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$65K -$37.3K -6,899 -34%
SOS
50
Silver Oak Securities
Tennessee
$64.4K +$2.51K +464 +4%