We are live on ! Find out more
ASG

Liberty All-Star Growth Fund

83 hedge funds and large institutions have $65.8M invested in Liberty All-Star Growth Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

12% more funds holding

Funds holding: 7483 (+9)

5% more capital invested

Capital invested by funds: $62.7M → $65.8M (+$3.17M)

1.87% more ownership

Funds ownership: 19.39%21.26% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
18
Reduced
25
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 +$891K +164,641 +5%
SFS
2
Shaker Financial Services
Virginia
$8.35M +$1.26M +232,946 +18%
1CP
3
1607 Capital Partners
Virginia
$6.89M +$1.15M +211,617 +19%
LPL Financial
4
LPL Financial
California
$5.22M -$37.8K -6,980 -0.7%
WAM
5
Wolverine Asset Management
Illinois
$3.11M +$1.77M +326,868 +126%
CA
6
Cornerstone Advisors
North Carolina
$3.06M -$1.14M -209,681 -27%
Wells Fargo
7
Wells Fargo
California
$2.1M -$161K -29,743 -7%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.1M -$236K -43,602 -17%
Calamos Advisors
9
Calamos Advisors
Illinois
$1.07M +$460K +84,884 +73%
PFO
10
PMG Family Office
Texas
$979K -$260K -48,050 -21%
AIA
11
Absolute Investment Advisers
Florida
$928K +$918K +169,570 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$823K -$24.3K -4,488 -3%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$804K -$1.65M -304,417 -67%
AAM
14
Advisors Asset Management
Colorado
$708K +$27.6K +5,090 +4%
RL
15
RPO LLC
Connecticut
$682K +$696K +128,609 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$679K +$352K +65,056 +103%
COLIM
17
City of London Investment Management
United Kingdom
$660K -$812K -149,876 -55%
AC
18
Almitas Capital
California
$586K +$598K +110,481 New
Morgan Stanley
19
Morgan Stanley
New York
$556K +$232K +42,928 +69%
GC
20
Guggenheim Capital
Illinois
$513K +$229K +42,283 +77%
Ameriprise
21
Ameriprise
Minnesota
$482K -$48.7K -8,993 -9%
Osaic Holdings
22
Osaic Holdings
Arizona
$464K -$37.4K -6,916 -7%
QL
23
Quarry LP
New York
$436K +$445K +82,270 New
DWM
24
Dakota Wealth Management
Florida
$423K +$32.6K +6,025 +8%
WS
25
Wedbush Securities
California
$360K