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ASG

Liberty All-Star Growth Fund

71 hedge funds and large institutions have $48.6M invested in Liberty All-Star Growth Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.96% less ownership

Funds ownership: 17.87%16.91% (-0.96%)

8% less funds holding

Funds holding: 7771 (-6)

18% less capital invested

Capital invested by funds: $59.5M → $48.6M (-$10.9M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
71
Holders Change
-6
Holders Change %
-7.79%
% 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
8
Increased
26
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$16.1M -$463K -85,722 -3%
SFS
2
Shaker Financial Services
Virginia
$7.27M +$1.33M +246,481 +20%
1CP
3
1607 Capital Partners
Virginia
$4.32M +$823K +152,168 +21%
LPL Financial
4
LPL Financial
California
$4.06M -$48.5K -8,966 -1%
CA
5
Cornerstone Advisors
North Carolina
$3.9M -$633K -117,028 -13%
Wells Fargo
6
Wells Fargo
California
$2.13M -$339K -62,691 -13%
WAM
7
Wolverine Asset Management
Illinois
$1.09M +$1.17M +216,142 +3,275%
COLIM
8
City of London Investment Management
United Kingdom
$1.08M +$6.76K +1,250 +0.6%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$488K +$407K +75,316 +306%
Calamos Advisors
10
Calamos Advisors
Illinois
$428K -$18.9K -3,497 -4%
Ameriprise
11
Ameriprise
Minnesota
$426K +$141K +26,003 +43%
RAM
12
Readystate Asset Management
Illinois
$380K -$751K -138,828 -64%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$359K
WS
14
Wedbush Securities
California
$348K +$18.2K +3,360 +5%
DWM
15
Dakota Wealth Management
Florida
$337K
LCM
16
Landscape Capital Management
New Jersey
$330K +$260K +48,026 +246%
UBS Group
17
UBS Group
Switzerland
$329K -$1.48K -273 -0.4%
Bank of America
18
Bank of America
North Carolina
$318K +$194K +35,831 +123%
Raymond James Financial
19
Raymond James Financial
Florida
$304K -$6.35K -1,175 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$273K +$72.8K +13,467 +32%
KPWS
21
Kestra Private Wealth Services
Texas
$265K -$5.96K -1,102 -2%
GC
22
Guggenheim Capital
Illinois
$264K +$195 +36 +0.1%
AWS
23
Atria Wealth Solutions
New York
$233K +$16.3K +3,007 +7%
SAM
24
Smith Asset Management
Florida
$207K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$205K +$72.3K +13,367 +47%