USA icon

Liberty All-Star Equity Fund

220 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$2.43M
AC
27
Almitas Capital
California
$2.19M
PAG
28
Private Advisor Group
New Jersey
$2.11M
HighTower Advisors
29
HighTower Advisors
Illinois
$2.07M
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.07M
UBS Group
31
UBS Group
Switzerland
$1.98M
KAS
32
Kestra Advisory Services
Texas
$1.77M
Invesco
33
Invesco
Georgia
$1.74M
BFM
34
Boothbay Fund Management
New York
$1.59M
Bank of America
35
Bank of America
North Carolina
$1.57M
PFO
36
PMG Family Office
Texas
$1.47M
MWM
37
Mindset Wealth Management
Indiana
$1.32M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.31M
SIA
39
Sit Investment Associates
Minnesota
$1.27M
GSEP
40
Golden State Equity Partners
California
$1.16M
CL
41
CSS LLC
Illinois
$1.15M
DADC
42
D.A. Davidson & Co
Montana
$1.14M
SPIA
43
Steward Partners Investment Advisory
New York
$1.06M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.05M
BCWM
45
Bartlett & Co Wealth Management
Ohio
$1.03M
WIA
46
Westbourne Investment Advisors
Maryland
$1.03M
KPWS
47
Kestra Private Wealth Services
Texas
$1M
LOPW
48
Live Oak Private Wealth
North Carolina
$880K
OC
49
Oppenheimer & Co
New York
$878K
FZCM
50
Flynn Zito Capital Management
New York
$872K