USA icon

Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
74
Reduced
37
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.72M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.18M
4
Wells Fargo
Wells Fargo
California
+$1.42M
5
CA
Cornerstone Advisors
North Carolina
+$1.36M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.3M
2
Lido Advisors
Lido Advisors
California
-$1.24M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$711K
4
UBS Group
UBS Group
Switzerland
-$685K
5
SFS
Shaker Financial Services
Virginia
-$582K
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
26
Sheaff Brock Investment Advisors
Indiana
$1.58M -$216K -33,000 -12%
CA
27
Cornerstone Advisors
North Carolina
$1.44M +$1.36M +207,137 +1,644%
FZCM
28
Flynn Zito Capital Management
New York
$1.26M +$166K +25,331 +15%
KAS
29
Kestra Advisory Services
Texas
$1.23M -$26.8K -4,098 -2%
JWCA
30
J.W. Cole Advisors
Florida
$1.22M +$906K +138,267 +290%
DADC
31
D.A. Davidson & Co
Montana
$1.1M +$40.2K +6,133 +4%
ATS
32
Ashton Thomas Securities
New York
$1.1M +$52.5K +8,022 +5%
OC
33
Oppenheimer & Co
New York
$1.05M +$874K +133,506 +498%
LOPW
34
Live Oak Private Wealth
North Carolina
$1.04M – – –
Mariner
35
Mariner
Kansas
$1.03M -$23.9K -3,650 -2%
Stifel Financial
36
Stifel Financial
Missouri
$1.03M +$121K +18,437 +13%
KPWS
37
Kestra Private Wealth Services
Texas
$1.01M +$29.5K +4,497 +3%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$984K -$85.2K -13,000 -8%
RCM
39
RB Capital Management
Nevada
$951K +$39.8K +6,083 +4%
NA
40
NewEdge Advisors
Louisiana
$942K +$51.8K +7,907 +6%
PG
41
Patten Group
Tennessee
$827K -$157K -23,922 -16%
SIC
42
Samalin Investment Counsel
New York
$744K +$106K +16,218 +17%
KWA
43
Kingswood Wealth Advisors
California
$733K +$356K +54,421 +95%
GSEP
44
Golden State Equity Partners
California
$731K +$9.27K +1,415 +1%
WS
45
Wedbush Securities
California
$706K -$11.7K -1,786 -2%
CCFM
46
Clear Creek Financial Management
Washington
$687K – – –
TCM
47
Triumph Capital Management
Colorado
$659K +$62.7K +9,577 +11%
SWM
48
Stockman Wealth Management
Montana
$652K – – –
WAM
49
WealthTrust Asset Management
Florida
$634K -$41.1K -6,271 -6%
CIA
50
Concurrent Investment Advisors
Florida
$553K +$106K +16,125 +24%
1
2
3 4 5