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ASG

Liberty All-Star Growth Fund
ASG

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: 74 → 83 (+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: 1 → 1 (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
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$1.77M
2
SFS
Shaker Financial Services
Virginia
+$1.26M
3
1CP
1607 Capital Partners
Virginia
+$1.15M
4
AIA
Absolute Investment Advisers
Florida
+$918K
5
KIM
Karpus Investment Management
New York
+$891K

Top Sellers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$1.65M
2
CA
Cornerstone Advisors
North Carolina
-$1.14M
3
COLIM
City of London Investment Management
United Kingdom
-$812K
4
PFO
PMG Family Office
Texas
-$260K
5
Two Sigma Investments
Two Sigma Investments
New York
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
76
D.J. St. Germain
Massachusetts
$3.98K – – –
PA
77
Parallel Advisors
California
$2.2K – – –
HFS
78
Hughes Financial Services
Virginia
$620 – – –
RIL
79
Rothschild Investment LLC
Illinois
$413 – – –
GRP
80
Global Retirement Partners
California
$350 – – –
PWA
81
Physician Wealth Advisors
Utah
$14 – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
– -$203K -36,566 Closed
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
– -$135K -24,328 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$124K -22,289 Closed
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
– -$119K -21,431 Closed
HF
86
HRT Financial
New York
– -$99K -17,920 Closed
AIC
87
Archer Investment Corporation
Indiana
– -$32.1K -5,786 Closed
AAS
88
Ameritas Advisory Services
Nebraska
– -$31.9K -5,755 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
– +$152 +28 New
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