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Liberty All-Star Growth Fund

83 hedge funds and large institutions have $65.8M invested in Liberty All-Star Growth Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

12% more funds holding

Funds holding: 7483 (+9)

5% more capital invested

Capital invested by funds: $62.7M → $65.8M (+$3.17M)

1.87% more ownership

Funds ownership: 19.39%21.26% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
18
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
51
Decision Investments
California
$91.6K +$93.6K +17,280 New
NA
52
NewEdge Advisors
Louisiana
$80.1K +$2.65K +490 +3%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$78.9K -$115K -21,193 -59%
SPIA
54
Steward Partners Investment Advisory
New York
$77.9K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$76.2K
IFG
56
Independent Financial Group
California
$75K -$200 -37 -0.3%
UA
57
URS Advisory
Florida
$74.4K +$76K +14,032 New
XT
58
XTX Topco
Cayman Islands
$71.5K +$73.1K +13,498 New
IA
59
Integrity Alliance
Iowa
$71.4K
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$71K -$173 -32 -0.2%
AWM
61
AE Wealth Management
Kansas
$70.6K -$2.99K -553 -4%
QPW
62
Quantum Private Wealth
Florida
$68.9K -$54.1K -10,000 -43%
FFA
63
Farther Finance Advisors
California
$65.9K +$47.8K +8,835 +245%
IWM
64
IHT Wealth Management
Illinois
$60K
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$60K -$13.2K -2,442 -18%
FP
66
Financial Perspectives
Minnesota
$47.4K
GI
67
GAMMA Investing
California
$26K
AF
68
Allworth Financial
California
$15.7K -$97.3K -17,977 -86%
NS
69
NBC Securities
Alabama
$15.2K -$15.7K -2,892 -50%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$13K -$107K -19,684 -89%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$10.8K +$11K +2,035 +25,438%
AAG
72
Armstrong Advisory Group
Massachusetts
$10.2K
1IA
73
1620 Investment Advisors
Massachusetts
$9.96K -$9.75K -1,800 -49%
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$5.71K
HWP
75
Highline Wealth Partners
California
$5.3K