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ASG

Liberty All-Star Growth Fund

74 hedge funds and large institutions have $62.7M invested in Liberty All-Star Growth Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $55M → $62.7M (+$7.62M)

3% more funds holding

Funds holding: 7274 (+2)

2.11% more ownership

Funds ownership: 17.28%19.39% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
37
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.6M +$371K +67,270 +2%
SFS
2
Shaker Financial Services
Virginia
$7.3M -$144K -26,204 -2%
1CP
3
1607 Capital Partners
Virginia
$6.04M +$1.3M +236,509 +28%
LPL Financial
4
LPL Financial
California
$5.51M +$467K +84,651 +9%
CA
5
Cornerstone Advisors
North Carolina
$4.36M +$295K +53,444 +7%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$2.53M +$2.51M +456,068 New
Wells Fargo
7
Wells Fargo
California
$2.37M -$143K -26,036 -6%
COLIM
8
City of London Investment Management
United Kingdom
$1.52M +$47.5K +8,610 +3%
WAM
9
Wolverine Asset Management
Illinois
$1.44M -$151K -27,343 -10%
Two Sigma Investments
10
Two Sigma Investments
New York
$1.39M -$272K -49,389 -16%
PFO
11
PMG Family Office
Texas
$1.27M +$1.26M +228,616 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$887K +$754K +136,898 +596%
AAM
13
Advisors Asset Management
Colorado
$713K +$708K +128,429 New
Calamos Advisors
14
Calamos Advisors
Illinois
$647K +$115K +20,820 +22%
Ameriprise
15
Ameriprise
Minnesota
$555K +$29.9K +5,425 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$525K -$2.14K -389 -0.4%
DWM
17
Dakota Wealth Management
Florida
$410K +$27.3K +4,950 +7%
WS
18
Wedbush Securities
California
$377K +$3.53K +640 +1%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$350K +$145K +26,349 +72%
Morgan Stanley
20
Morgan Stanley
New York
$344K +$100K +18,201 +42%
Raymond James Financial
21
Raymond James Financial
Florida
$311K +$5.9K +1,070 +2%
GC
22
Guggenheim Capital
Illinois
$303K +$1.03K +187 +0.3%
KPWS
23
Kestra Private Wealth Services
Texas
$298K -$6.74K -1,223 -2%
UBS Group
24
UBS Group
Switzerland
$287K -$105K -19,094 -27%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$243K +$551 +100 +0.2%

ASG Hedge Fund Activity: Q3 2025 in Review

74 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Growth Fund (ASG) for Q3 2025, worth a combined $62.7M — up 14% from $55M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ASG positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 15 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $2.51M. The largest seller was Readystate Asset Management, exiting entirely with an estimated $812K sold.

  • 74 institutional investors held Liberty All-Star Growth Fund (ASG) as of Q3 2025, up from 72 in Q2 2025.
  • Funds reported $62.7M of Liberty All-Star Growth Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 10 funds opened new Liberty All-Star Growth Fund positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Liberty All-Star Growth Fund buyer in Q3 2025 was Polar Asset Management Partners, an estimated $2.51M added.
  • The largest Liberty All-Star Growth Fund seller in Q3 2025 was Readystate Asset Management, an estimated $812K sold.

Based on aggregated 13F filings for Q3 2025.