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Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Readystate Asset Management
Illinois
+$4.05M
2
SFS
Shaker Financial Services
Virginia
+$3.29M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.43M
4
LPL Financial
LPL Financial
California
+$1.14M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.37M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$595K
4
UBS Group
UBS Group
Switzerland
-$536K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$1.84M – – –
MWM
27
Mindset Wealth Management
Indiana
$1.61M +$1.11M +162,794 +223%
KAS
28
Kestra Advisory Services
Texas
$1.37M +$95.8K +14,067 +8%
FZCM
29
Flynn Zito Capital Management
New York
$1.32M +$8.83K +1,297 +0.7%
WAM
30
Wolverine Asset Management
Illinois
$1.3M +$1.02M +149,952 +372%
PS
31
Principal Securities
Iowa
$1.28M +$745K +109,370 +140%
JWCA
32
J.W. Cole Advisors
Florida
$1.27M +$2.09K +307 +0.2%
DADC
33
D.A. Davidson & Co
Montana
$1.25M +$98.5K +14,460 +9%
Mariner
34
Mariner
Kansas
$1.17M +$98.5K +14,459 +9%
ATS
35
Ashton Thomas Securities
New York
$1.15M +$8.75K +1,285 +0.8%
WIA
36
Westbourne Investment Advisors
Maryland
$1.1M +$1.1M +162,000 New
Stifel Financial
37
Stifel Financial
Missouri
$1.09M +$19.4K +2,851 +2%
OC
38
Oppenheimer & Co
New York
$1.08M -$9.93K -1,458 -0.9%
LOPW
39
Live Oak Private Wealth
North Carolina
$1.08M – – –
Jane Street
40
Jane Street
New York
$1.07M +$968K +142,111 +947%
KPWS
41
Kestra Private Wealth Services
Texas
$1.02M -$28.3K -4,157 -3%
BCWM
42
Bartlett & Co Wealth Management
Ohio
$1.02M – – –
RCM
43
RB Capital Management
Nevada
$974K -$14.2K -2,078 -1%
NA
44
NewEdge Advisors
Louisiana
$961K -$18.6K -2,728 -2%
PG
45
Patten Group
Tennessee
$857K -$2.77K -406 -0.3%
SIC
46
Samalin Investment Counsel
New York
$795K +$21.9K +3,214 +3%
GSEP
47
Golden State Equity Partners
California
$755K -$4.5K -660 -0.6%
KWA
48
Kingswood Wealth Advisors
California
$747K -$15.2K -2,230 -2%
TCM
49
Triumph Capital Management
Colorado
$728K +$43.1K +6,325 +6%
AAM
50
Advisors Asset Management
Colorado
$722K -$1.21M -177,172 -63%
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