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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$10
PAMP
227
Polar Asset Management Partners
Ontario, Canada
-$4.77M -752,232 Closed
Balyasny Asset Management
228
Balyasny Asset Management
Illinois
-$1.85M -291,758 Closed
DJYG
229
David J. Yvars Group
Florida
-$208K -32,874 Closed
EM
230
ELCO Management
New York
-$177K -27,884 Closed
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
-$158K -24,850 Closed
AGA
232
Accuvest Global Advisors
Utah
-$143K -22,455 Closed
HF
233
HRT Financial
New York
-$109K -17,342 Closed
Truist Financial
234
Truist Financial
North Carolina
-$102K -16,148 Closed
OWA
235
Octavia Wealth Advisors
Ohio
-$95.1K -15,000 Closed
ATPW
236
Ashton Thomas Private Wealth
Arizona
-$69.5K -10,965 Closed
MA
237
Mutual Advisors
Nebraska
-$66K -10,450 Closed
TRCT
238
Tower Research Capital (TRC)
New York
-$23K -3,629 Closed
GA
239
GoalVest Advisory
New York
-$19.5K -3,075 Closed
BTI
240
Blue Trust Inc
Georgia
-$19.2K -3,033 Closed
ASN
241
Advisory Services Network
Georgia
-$9.68K -1,527 Closed
PFA
242
Pathway Financial Advisers
Indiana
-$7.92K -1,250 Closed
Russell Investments Group
243
Russell Investments Group
United Kingdom
-$6.85K -1,080 Closed
CWP
244
Concord Wealth Partners
Virginia
-$4.48K -707 Closed
AIP
245
Ameritas Investment Partners
Nebraska
-$209 -33 Closed
HCM
246
Hollencrest Capital Management
California
-$139 -22 Closed
IIM
247
IFC & Insurance Marketing
California
+$461 +74 New