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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
SG
51
StoneX Group
New York
$60.4K +$55.8K +11,033 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$60K +$3.29K +651 +6%
ACI
53
Alpha Cubed Investments
California
$59.6K
IWM
54
IHT Wealth Management
Illinois
$55.2K +$51K +10,085 New
FP
55
Financial Perspectives
Minnesota
$48.9K
NS
56
NBC Securities
Alabama
$37K -$96.5K -19,077 -74%
AIC
57
Archer Investment Corporation
Indiana
$31.6K
AAS
58
Ameritas Advisory Services
Nebraska
$31.5K +$29.1K +5,755 New
GI
59
GAMMA Investing
California
$26.9K
FFA
60
Farther Finance Advisors
California
$19.7K
TCOV
61
Trust Company of Vermont
Vermont
$11.6K +$10.8K +2,125 New
AAG
62
Armstrong Advisory Group
Massachusetts
$10.5K
TJHA
63
Thomas J. Herzfeld Advisors
Florida
$5.76K +$101 +20 +2%
DJSG
64
D.J. St. Germain
Massachusetts
$4.1K
PA
65
Parallel Advisors
California
$2.3K +$20 +4 +1%
BCMLT
66
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.21K +$20 +4 +2%
HFS
67
Hughes Financial Services
Virginia
$638
RIL
68
Rothschild Investment LLC
Illinois
$421 +$5 +1 +1%
GRP
69
Global Retirement Partners
California
$356 +$329 +65 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$235
PWA
71
Physician Wealth Advisors
Utah
$14
PIWA
72
Prevail Innovative Wealth Advisors
Kansas
-$488K -99,889 Closed
LCM
73
Landscape Capital Management
New Jersey
-$330K -67,511 Closed
Millennium Management
74
Millennium Management
New York
-$191K -39,120 Closed
Walleye Capital
75
Walleye Capital
New York
-$183K -37,324 Closed

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.