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ASG

Liberty All-Star Growth Fund

74 hedge funds and large institutions have $62.7M invested in Liberty All-Star Growth Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $55M → $62.7M (+$7.62M)

3% more funds holding

Funds holding: 7274 (+2)

2.11% more ownership

Funds ownership: 17.28%19.39% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Smith Asset Management
Florida
$235K +$187 +34 +0.1%
Bank of America
27
Bank of America
North Carolina
$228K -$67K -12,156 -23%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$227K -$13.7K -2,489 -6%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$218K +$119K +21,546 +121%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$203K +$202K +36,566 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$197K +$75.9K +13,774 +63%
LI
32
LVZ Inc
Michigan
$166K
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$135K +$5.14K +933 +4%
QPW
34
Quantum Private Wealth
Florida
$128K -$27.6K -5,000 -18%
OC
35
Oppenheimer & Co
New York
$125K +$2.65K +481 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$124K +$123K +22,289 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$123K +$13.3K +2,419 +12%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$120K +$23K +4,181 +24%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$119K +$57.6K +10,445 +95%
AF
40
Allworth Financial
California
$116K +$7.72K +1,400 +7%
HighTower Advisors
41
HighTower Advisors
Illinois
$113K +$17 +3 +0%
KFA
42
Kapstone Financial Advisors
Ohio
$104K +$2.2K +399 +2%
US Bancorp
43
US Bancorp
Minnesota
$102K +$101K +18,298 New
HF
44
HRT Financial
New York
$99K +$98.8K +17,920 New
WA
45
Waverly Advisors
Alabama
$97.8K +$2.07K +376 +2%
AUB
46
Atlantic Union Bankshares
Virginia
$97.8K
SPIA
47
Steward Partners Investment Advisory
New York
$81.6K +$1.74K +315 +2%
NA
48
NewEdge Advisors
Louisiana
$81.2K
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$79.8K +$4.12K +747 +5%
IFG
50
Independent Financial Group
California
$78.7K -$21K -3,818 -21%

ASG Hedge Fund Activity: Q3 2025 in Review

74 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q3 2025, worth a combined $62.7M — up 14% from $55M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ASG positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.51M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $812K sold.

  • 74 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q3 2025, up from 72 in Q2 2025.
  • Funds reported $62.7M of Liberty All-Star Growth Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 10 funds opened new Liberty All-Star Growth Fund positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Liberty All-Star Growth Fund buyer in Q3 2025 was Polar Asset Management Partners, an estimated $2.51M added.
  • The largest Liberty All-Star Growth Fund seller in Q3 2025 was Readystate Asset Management, an estimated $812K sold.

Based on aggregated 13F filings for Q3 2025.