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ASG

Liberty All-Star Growth Fund

72 hedge funds and large institutions have $55M invested in Liberty All-Star Growth Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $48.6M → $55M (+$6.46M)

1% more funds holding

Funds holding: 7172 (+1)

0.37% more ownership

Funds ownership: 16.91%17.28% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% 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
12
Increased
29
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18M -$11.6K -2,297 -0.1%
SFS
2
Shaker Financial Services
Virginia
$7.33M -$735K -145,231 -10%
LPL Financial
3
LPL Financial
California
$4.96M +$392K +77,550 +9%
1CP
4
1607 Capital Partners
Virginia
$4.66M -$163K -32,138 -4%
CA
5
Cornerstone Advisors
North Carolina
$4.01M -$329K -64,963 -8%
Wells Fargo
6
Wells Fargo
California
$2.47M +$86.3K +17,059 +4%
Two Sigma Investments
7
Two Sigma Investments
New York
$1.64M +$1.52M +299,956 New
WAM
8
Wolverine Asset Management
Illinois
$1.57M +$322K +63,653 +29%
COLIM
9
City of London Investment Management
United Kingdom
$1.45M +$228K +45,000 +20%
RAM
10
Readystate Asset Management
Illinois
$812K +$358K +70,849 +91%
Calamos Advisors
11
Calamos Advisors
Illinois
$524K +$42.2K +8,350 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$519K +$198K +39,145 +70%
Ameriprise
13
Ameriprise
Minnesota
$517K +$37.9K +7,483 +9%
UBS Group
14
UBS Group
Switzerland
$387K +$18.1K +3,586 +5%
DWM
15
Dakota Wealth Management
Florida
$377K
WS
16
Wedbush Securities
California
$368K -$20.4K -4,031 -6%
Raymond James Financial
17
Raymond James Financial
Florida
$301K -$36.3K -7,167 -12%
KPWS
18
Kestra Private Wealth Services
Texas
$301K +$3.61K +713 +1%
GC
19
Guggenheim Capital
Illinois
$298K +$2.59K +511 +0.9%
Bank of America
20
Bank of America
North Carolina
$291K -$59.7K -11,796 -18%
AWS
21
Atria Wealth Solutions
New York
$254K -$6.49K -1,282 -3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$239K -$151K -29,758 -40%
Morgan Stanley
23
Morgan Stanley
New York
$239K +$121K +23,894 +121%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$238K +$9.54K +1,885 +5%
SAM
25
Smith Asset Management
Florida
$231K

ASG Hedge Fund Activity: Q2 2025 in Review

72 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q2 2025, worth a combined $55M — up 13% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ASG positions and 9 closed out — a net gain of 3 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.52M. The largest seller was Shaker Financial Services, cutting an estimated $735K.

  • 72 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $55M of Liberty All-Star Growth Fund stock for Q2 2025, up 13% quarter-over-quarter.
  • 12 funds opened new Liberty All-Star Growth Fund positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest Liberty All-Star Growth Fund buyer in Q2 2025 was Two Sigma Investments, an estimated $1.52M added.
  • The largest Liberty All-Star Growth Fund seller in Q2 2025 was Shaker Financial Services, an estimated $735K sold.

Based on aggregated 13F filings for Q2 2025.