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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
-$702K -111,739 Closed
AAM
227
Advisors Asset Management
Colorado
-$541K -86,088 Closed
HWMO
228
Heritage Wealth Management (Ohio)
Ohio
-$362K -57,594 Closed
Fisher Asset Management
229
Fisher Asset Management
Washington
-$150K -23,828 Closed
US Bancorp
230
US Bancorp
Minnesota
-$118K -18,714 Closed
WIA
231
World Investment Advisors
California
-$91.5K -14,570 Closed
AOWM
232
Asset One Wealth Management
Washington
-$81.4K -13,418 Closed
VFA
233
Valeo Financial Advisors
Indiana
-$82K -13,050 Closed
FWI
234
Facet Wealth Inc
Maryland
-$73.8K -12,097 Closed
SF
235
Summit Financial
New Jersey
-$70.3K -11,166 Closed
HSA
236
HBK Sorce Advisory
Pennsylvania
-$66.5K -11,000 Closed
LFAS
237
Level Four Advisory Services
Texas
-$65.1K -10,373 Closed
AWM
238
AE Wealth Management
Kansas
-$62.9K -10,020 Closed
EB
239
Eastern Bank
Massachusetts
-$39.6K -6,300 Closed
WSFS
240
Wilmington Savings Fund Society
Delaware
-$25.1K -4,000 Closed
CRI
241
Commonwealth Retirement Investments
Virginia
-$15.1K -2,400 Closed
FIA
242
FNY Investment Advisers
New York
-$6K -1,000 Closed
Jones Financial Companies
243
Jones Financial Companies
Missouri
-$6.28K -1,000 Closed
BWAM
244
Boyd Watterson Asset Management
Ohio
-$3.14K -500 Closed
AAP
245
Arax Advisory Partners
Colorado
-$2.94K -469 Closed
RIL
246
Rothschild Investment LLC
Illinois
-$38 -6 Closed
BCM
247
Boreal Capital Management
Florida
-$8.95K