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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 %
Cohen & Steers
26
Cohen & Steers
New York
$1.84M 270,000 – –
MWM
27
Mindset Wealth Management
Indiana
$1.61M 235,904 +162,794 +223%
KAS
28
Kestra Advisory Services
Texas
$1.37M 201,493 +14,067 +8%
FZCM
29
Flynn Zito Capital Management
New York
$1.32M 194,221 +1,297 +0.7%
WAM
30
Wolverine Asset Management
Illinois
$1.3M 190,298 +149,952 +372%
PS
31
Principal Securities
Iowa
$1.28M 187,417 +109,370 +140%
JWCA
32
J.W. Cole Advisors
Florida
$1.27M 186,262 +307 +0.2%
DADC
33
D.A. Davidson & Co
Montana
$1.25M 183,088 +14,460 +9%
Mariner
34
Mariner
Kansas
$1.17M 171,966 +14,459 +9%
ATS
35
Ashton Thomas Securities
New York
$1.15M 169,575 +1,285 +0.8%
WIA
36
Westbourne Investment Advisors
Maryland
$1.1M 162,000 +162,000 New
Stifel Financial
37
Stifel Financial
Missouri
$1.09M 159,353 +2,851 +2%
OC
38
Oppenheimer & Co
New York
$1.08M 158,868 -1,458 -0.9%
LOPW
39
Live Oak Private Wealth
North Carolina
$1.08M 158,585 – –
Jane Street
40
Jane Street
New York
$1.07M 157,124 +142,111 +947%
KPWS
41
Kestra Private Wealth Services
Texas
$1.02M 150,460 -4,157 -3%
BCWM
42
Bartlett & Co Wealth Management
Ohio
$1.02M 150,236 – –
RCM
43
RB Capital Management
Nevada
$974K 143,094 -2,078 -1%
NA
44
NewEdge Advisors
Louisiana
$961K 141,054 -2,728 -2%
PG
45
Patten Group
Tennessee
$857K 125,899 -406 -0.3%
SIC
46
Samalin Investment Counsel
New York
$795K 116,756 +3,214 +3%
GSEP
47
Golden State Equity Partners
California
$755K 110,929 -660 -0.6%
KWA
48
Kingswood Wealth Advisors
California
$747K 109,692 -2,230 -2%
TCM
49
Triumph Capital Management
Colorado
$728K 106,874 +6,325 +6%
AAM
50
Advisors Asset Management
Colorado
$722K 106,002 -177,172 -63%
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