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Liberty All-Star Equity Fund
USA

Overview Fund Activity

183 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
67
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
1
Readystate Asset Management
Illinois
$4.35M
2
SFS
2
Shaker Financial Services
Virginia
$5.47M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.43M
4
LPL Financial
4
LPL Financial
California
$30.9M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.8M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$329K
2
AAM
2
Advisors Asset Management
Colorado
$722K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$30.9M 4,536,023 +167,579 +4%
Morgan Stanley
2
Morgan Stanley
New York
$23.2M 3,406,432 +121,527 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$21.8M 3,205,944 +164,295 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.5M 1,981,102 +77,873 +4%
Ameriprise
5
Ameriprise
Minnesota
$11.9M 1,742,069 +54,193 +3%
B
6
Bensler
Washington
$11.6M 1,706,977 +20,169 +1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$8.18M 1,201,819 +23,817 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.67M 816,182 -16,740 -2%
GC
9
Guggenheim Capital
Illinois
$5.53M 812,532 -53,461 -6%
SFS
10
Shaker Financial Services
Virginia
$5.47M 803,925 +483,702 +151%
PCM
11
Penserra Capital Management
California
$5.38M 790,710 +23,374 +3%
RAM
12
Readystate Asset Management
Illinois
$4.35M 639,319 +595,385 +1,355%
Wells Fargo
13
Wells Fargo
California
$3.62M 531,719 +116,887 +28%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.52M 507,575 -85,766 -14%
Invesco
15
Invesco
Georgia
$3.09M 453,344 +28,583 +7%
UBS Group
16
UBS Group
Switzerland
$3.05M 447,391 -78,751 -15%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.86M 419,742 +389 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.86M 419,289 +18,882 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.59M 381,011 +24,805 +7%
CA
20
Cornerstone Advisors
North Carolina
$2.57M 377,247 +157,510 +72%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.54M 372,357 -310 -0.1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.5M 366,940 -76,104 -17%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$2.43M 357,023 +357,023 New
Bank of America
24
Bank of America
North Carolina
$2.21M 324,711 -41,277 -11%
PAG
25
Private Advisor Group
New Jersey
$2.17M 319,295 -14,354 -4%
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