ASG

Liberty All-Star Growth Fund
ASG

Overview Fund Activity

70 hedge funds and large institutions have $54.4M invested in Liberty All-Star Growth Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
27
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$1.64M
2
LPL Financial
LPL Financial
California
$4.96M
3
RAM
Readystate Asset Management
Illinois
$812K
4
WAM
Wolverine Asset Management
Illinois
$1.57M
5
COLIM
City of London Investment Management
United Kingdom
$1.45M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$7.33M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
$0
3
CA
Cornerstone Advisors
North Carolina
$4.01M
4
LCM
Landscape Capital Management
New Jersey
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$18M -$12.6K -2,297 -0.1%
SFS
2
Shaker Financial Services
Virginia
$7.33M -$794K -145,231 -10%
LPL Financial
3
LPL Financial
California
$4.96M +$424K +77,550 +9%
1CP
4
1607 Capital Partners
Virginia
$4.66M -$176K -32,138 -4%
CA
5
Cornerstone Advisors
North Carolina
$4.01M -$355K -64,963 -8%
Wells Fargo
6
Wells Fargo
California
$2.47M +$93.3K +17,059 +4%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.64M +$1.64M +299,956 New
WAM
8
Wolverine Asset Management
Illinois
$1.57M +$348K +63,653 +29%
COLIM
9
City of London Investment Management
United Kingdom
$1.45M +$246K +45,000 +20%
RAM
10
Readystate Asset Management
Illinois
$812K +$388K +70,849 +91%
Calamos Advisors
11
Calamos Advisors
Illinois
$524K +$45.7K +8,350 +10%
Ameriprise
12
Ameriprise
Minnesota
$517K +$40.9K +7,483 +9%
UBS Group
13
UBS Group
Switzerland
$387K +$19.6K +3,586 +5%
DWM
14
Dakota Wealth Management
Florida
$377K – – –
WS
15
Wedbush Securities
California
$368K -$22.1K -4,031 -6%
Raymond James Financial
16
Raymond James Financial
Florida
$301K -$39.2K -7,167 -12%
KPWS
17
Kestra Private Wealth Services
Texas
$301K +$3.9K +713 +1%
GC
18
Guggenheim Capital
Illinois
$298K +$2.8K +511 +0.9%
Bank of America
19
Bank of America
North Carolina
$291K -$64.5K -11,796 -18%
AWS
20
Atria Wealth Solutions
New York
$254K -$7.02K -1,282 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$252K -$61.8K -10,983 -20%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$239K -$163K -29,758 -40%
Morgan Stanley
23
Morgan Stanley
New York
$239K +$131K +23,894 +121%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$238K +$10.3K +1,885 +5%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$201K -$24.6K -4,500 -11%
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