ASG

Liberty All-Star Growth Fund

70 hedge funds and large institutions have $54.4M invested in Liberty All-Star Growth Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LI
26
LVZ Inc
Michigan
$163K
QPW
27
Quantum Private Wealth
Florida
$153K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$128K +$128K +23,395 New
IWC
29
Integrated Wealth Concepts
Massachusetts
$126K +$323 +59 +0.3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$121K -$37.3K -6,761 -24%
OC
31
Oppenheimer & Co
New York
$120K +$2.24K +409 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$112K +$112K +20,391 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$107K -$27.9K -5,142 -21%
AF
34
Allworth Financial
California
$107K +$107K +19,545 New
KFA
35
Kapstone Financial Advisors
Ohio
$100K +$1.87K +341 +2%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$97.2K +$9.52K +1,740 +11%
AUB
37
Atlantic Union Bankshares
Virginia
$96.4K +$96.4K +17,626 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$95.4K +$323 +59 +0.3%
WA
39
Waverly Advisors
Alabama
$94.4K +$1.76K +321 +2%
HA
40
Herold Advisors
New York
$91.6K +$91.6K +16,749 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$81K +$8.16K +1,491 +11%
NA
42
NewEdge Advisors
Louisiana
$80K
SPIA
43
Steward Partners Investment Advisory
New York
$78.7K +$1.47K +268 +2%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$74.5K +$74.5K +13,627 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$73K -$32K -5,827 -30%
SOS
46
Silver Oak Securities
Tennessee
$72.1K +$33 +6 +0%
JWCA
47
J.W. Cole Advisors
Florida
$71.8K +$2.55K +466 +4%
AWM
48
AE Wealth Management
Kansas
$64.4K -$13.1K -2,400 -17%
SG
49
StoneX Group
New York
$60.4K +$60.4K +11,033 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$60K +$3.56K +651 +6%