We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

74 hedge funds and large institutions have $63.6M invested in Liberty All-Star Growth Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

1.3% more ownership

Funds ownership: 21.26%22.56% (+1.3%)

3% less capital invested

Capital invested by funds: $65.8M → $63.6M (-$2.24M)

11% less funds holding

Funds holding: 8374 (-9)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
7
Increased
30
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$307K +$15.8K +3,063 +5%
XT
27
XTX Topco
Cayman Islands
$286K +$240K +46,698 +346%
GC
28
Guggenheim Capital
Illinois
$280K -$195K -37,940 -39%
KPWS
29
Kestra Private Wealth Services
Texas
$264K +$9.28K +1,804 +3%
UBS Group
30
UBS Group
Switzerland
$263K +$114K +22,144 +66%
Raymond James Financial
31
Raymond James Financial
Florida
$258K +$11.6K +2,248 +4%
Osaic Holdings
32
Osaic Holdings
Arizona
$255K -$174K -33,913 -39%
SAM
33
Smith Asset Management
Florida
$197K -$2.57K -500 -1%
SW
34
Simplicity Wealth
New Jersey
$185K
Bank of America
35
Bank of America
North Carolina
$143K -$52.2K -10,148 -25%
BHBT
36
Burke & Herbert Bank & Trust
Virginia
$134K
SOS
37
Silver Oak Securities
Tennessee
$130K -$4.37K -849 -3%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$130K -$62.9K -12,231 -31%
OC
39
Oppenheimer & Co
New York
$112K +$5.33K +1,037 +5%
LI
40
LVZ Inc
Michigan
$111K
Baird Financial Group
41
Baird Financial Group
Wisconsin
$104K +$422 +82 +0.4%
US Bancorp
42
US Bancorp
Minnesota
$88.9K +$2.13K +414 +2%
IWM
43
IHT Wealth Management
Illinois
$86.4K +$35.3K +6,868 +61%
AUB
44
Atlantic Union Bankshares
Virginia
$83.7K
DI
45
Decision Investments
California
$81.6K -$514 -100 -0.6%
HighTower Advisors
46
HighTower Advisors
Illinois
$80.8K -$17.4K -3,384 -17%
SPIA
47
Steward Partners Investment Advisory
New York
$73.1K +$3.5K +680 +5%
TI
48
TrueMark Investments
Illinois
$67.9K +$73.5K +14,292 New
IFG
49
Independent Financial Group
California
$66K -$1.31K -254 -2%
IA
50
Integrity Alliance
Iowa
$65.8K +$1.93K +376 +3%