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ASG

Liberty All-Star Growth Fund

72 hedge funds and large institutions have $55M invested in Liberty All-Star Growth Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $48.6M → $55M (+$6.46M)

1% more funds holding

Funds holding: 7172 (+1)

0.37% more ownership

Funds ownership: 16.91%17.28% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% 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
12
Increased
29
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$201K -$22.8K -4,500 -11%
LI
27
LVZ Inc
Michigan
$163K
QPW
28
Quantum Private Wealth
Florida
$153K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$128K +$118K +23,395 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$126K +$299 +59 +0.3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$121K -$34.2K -6,761 -24%
OC
32
Oppenheimer & Co
New York
$120K +$2.07K +409 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$112K +$103K +20,391 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$107K -$26K -5,142 -21%
AF
35
Allworth Financial
California
$107K +$98.9K +19,545 New
KFA
36
Kapstone Financial Advisors
Ohio
$100K +$1.73K +341 +2%
IFG
37
Independent Financial Group
California
$98.5K +$7.32K +1,447 +9%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$97.2K +$8.8K +1,740 +11%
AUB
39
Atlantic Union Bankshares
Virginia
$96.4K +$89.2K +17,626 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$95.4K +$299 +59 +0.3%
WA
41
Waverly Advisors
Alabama
$94.4K +$1.62K +321 +2%
HA
42
Herold Advisors
New York
$91.6K +$84.7K +16,749 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$81K +$7.54K +1,491 +11%
NA
44
NewEdge Advisors
Louisiana
$80K
SPIA
45
Steward Partners Investment Advisory
New York
$78.7K +$1.36K +268 +2%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$74.5K +$69K +13,627 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$73K -$29.5K -5,827 -30%
SOS
48
Silver Oak Securities
Tennessee
$72.1K +$30 +6 +0%
JWCA
49
J.W. Cole Advisors
Florida
$71.8K +$2.36K +466 +4%
AWM
50
AE Wealth Management
Kansas
$64.4K -$12.1K -2,400 -17%

ASG Hedge Fund Activity: Q2 2025 in Review

72 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2025, worth a combined $55M — up 13% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ASG positions and 9 closed out — a net gain of 3 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.52M. The largest seller was Shaker Financial Services, cutting an estimated $735K.

  • 72 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $55M of Liberty All-Star Growth Fund stock for Q2 2025, up 13% quarter-over-quarter.
  • 12 funds opened new Liberty All-Star Growth Fund positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest Liberty All-Star Growth Fund buyer in Q2 2025 was Two Sigma Investments, an estimated $1.52M added.
  • The largest Liberty All-Star Growth Fund seller in Q2 2025 was Shaker Financial Services, an estimated $735K sold.

Based on aggregated 13F filings for Q2 2025.