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Liberty All-Star Equity Fund

202 hedge funds and large institutions have $260M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
AIA
26
Absolute Investment Advisers
Florida
$2.34M
PAG
27
Private Advisor Group
New Jersey
$2.14M
Bank of America
28
Bank of America
North Carolina
$2.14M
KAS
29
Kestra Advisory Services
Texas
$2.12M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.93M
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$1.85M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.55M
MWM
33
Mindset Wealth Management
Indiana
$1.51M
Two Sigma Investments
34
Two Sigma Investments
New York
$1.42M
PS
35
Principal Securities
Iowa
$1.38M
DADC
36
D.A. Davidson & Co
Montana
$1.34M
FZCM
37
Flynn Zito Capital Management
New York
$1.25M
NA
38
NewEdge Advisors
Louisiana
$1.14M
Mariner
39
Mariner
Kansas
$1.12M
ATS
40
Ashton Thomas Securities
New York
$1.1M
KPWS
41
Kestra Private Wealth Services
Texas
$1.08M
WIA
42
Westbourne Investment Advisors
Maryland
$1.05M
Stifel Financial
43
Stifel Financial
Missouri
$1.04M
CL
44
CSS LLC
Illinois
$1.03M
LOPW
45
Live Oak Private Wealth
North Carolina
$1.01M
BCWM
46
Bartlett & Co Wealth Management
Ohio
$952K
OC
47
Oppenheimer & Co
New York
$952K
RCM
48
RB Capital Management
Nevada
$950K
JWCA
49
J.W. Cole Advisors
Florida
$937K
TCM
50
Triumph Capital Management
Colorado
$796K