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Liberty All-Star Growth Fund

74 hedge funds and large institutions have $63.6M invested in Liberty All-Star Growth Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

1.3% more ownership

Funds ownership: 21.26%22.56% (+1.3%)

3% less capital invested

Capital invested by funds: $65.8M → $63.6M (-$2.24M)

11% less funds holding

Funds holding: 8374 (-9)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
7
Increased
30
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$20M +$3.62M +703,409 +20%
SFS
2
Shaker Financial Services
Virginia
$8.71M +$1.47M +286,132 +18%
1CP
3
1607 Capital Partners
Virginia
$8.24M +$949K +184,523 +14%
LPL Financial
4
LPL Financial
California
$4.26M -$449K -87,297 -9%
WAM
5
Wolverine Asset Management
Illinois
$2.57M -$228K -44,332 -8%
RL
6
RPO LLC
Connecticut
$1.77M +$1.25M +243,045 +189%
Wells Fargo
7
Wells Fargo
California
$1.57M -$335K -65,163 -16%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$1.57M +$1.04M +201,784 +157%
Calamos Advisors
9
Calamos Advisors
Illinois
$1.09M +$140K +27,225 +14%
PFO
10
PMG Family Office
Texas
$939K +$88K +17,122 +9%
BFM
11
Boothbay Fund Management
New York
$883K +$625K +121,523 +189%
AIA
12
Absolute Investment Advisers
Florida
$805K
Two Sigma Investments
13
Two Sigma Investments
New York
$772K -$229K -44,513 -22%
RCM
14
Rivernorth Capital Management
Florida
$706K +$765K +148,698 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$683K -$59.4K -11,555 -7%
AC
16
Almitas Capital
California
$655K +$141K +27,504 +25%
AAM
17
Advisors Asset Management
Colorado
$631K -$3.63K -705 -0.5%
Morgan Stanley
18
Morgan Stanley
New York
$614K +$125K +24,394 +23%
Ameriprise
19
Ameriprise
Minnesota
$527K +$102K +19,916 +22%
DWM
20
Dakota Wealth Management
Florida
$414K +$37.9K +7,370 +9%
QL
21
Quarry LP
New York
$391K
Invesco
22
Invesco
Georgia
$355K +$76.6K +14,887 +25%
WS
23
Wedbush Securities
California
$343K +$22.3K +4,340 +6%
AA
24
Advisory Advocates
Michigan
$319K +$23.1K +4,500 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$310K +$47.9K +9,320 +17%