ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

70 hedge funds and large institutions have $48.5M 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, 20 reducing their positions, and 12 closing their positions.

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% 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
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$7.27M
2
WAM
2
Wolverine Asset Management
Illinois
$1.09M
3
1CP
3
1607 Capital Partners
Virginia
$4.32M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$488K
5
LCM
5
Landscape Capital Management
New Jersey
$330K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
WIA
2
World Investment Advisors
California
$0
3
RAM
3
Readystate Asset Management
Illinois
$380K
4
CA
4
Cornerstone Advisors
North Carolina
$3.9M
5
KIM
5
Karpus Investment Management
New York
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$16.1M 3,287,465 -85,722 -3%
SFS
2
Shaker Financial Services
Virginia
$7.27M 1,486,164 +246,481 +20%
1CP
3
1607 Capital Partners
Virginia
$4.32M 884,228 +152,168 +21%
LPL Financial
4
LPL Financial
California
$4.06M 829,802 -8,966 -1%
CA
5
Cornerstone Advisors
North Carolina
$3.9M 797,694 -117,028 -13%
Wells Fargo
6
Wells Fargo
California
$2.13M 435,399 -62,691 -13%
WAM
7
Wolverine Asset Management
Illinois
$1.09M 222,742 +216,142 +3,275%
COLIM
8
City of London Investment Management
United Kingdom
$1.08M 220,750 +1,250 +0.6%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$488K 99,889 +75,316 +306%
Calamos Advisors
10
Calamos Advisors
Illinois
$428K 87,425 -3,497 -4%
Ameriprise
11
Ameriprise
Minnesota
$426K 87,046 +26,003 +43%
RAM
12
Readystate Asset Management
Illinois
$380K 77,663 -138,828 -64%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$359K 73,505 – –
WS
14
Wedbush Securities
California
$348K 71,266 +3,360 +5%
DWM
15
Dakota Wealth Management
Florida
$337K 68,884 – –
LCM
16
Landscape Capital Management
New Jersey
$330K 67,511 +48,026 +246%
UBS Group
17
UBS Group
Switzerland
$329K 67,196 -273 -0.4%
Bank of America
18
Bank of America
North Carolina
$318K 64,963 +35,831 +123%
Raymond James Financial
19
Raymond James Financial
Florida
$304K 62,168 -1,175 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$273K 55,789 +13,467 +32%
KPWS
21
Kestra Private Wealth Services
Texas
$265K 54,283 -1,102 -2%
GC
22
Guggenheim Capital
Illinois
$264K 53,889 +36 +0.1%
AWS
23
Atria Wealth Solutions
New York
$233K 47,613 +3,007 +7%
SAM
24
Smith Asset Management
Florida
$207K 42,229 – –
Jones Financial Companies
25
Jones Financial Companies
Missouri
$205K 41,875 +13,367 +47%
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