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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
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
$2.42M -$247K -37,370 -9%
AIA
27
Absolute Investment Advisers
Florida
$2.34M +$2.43M +368,500 New
PAG
28
Private Advisor Group
New Jersey
$2.14M +$122K +18,444 +6%
Bank of America
29
Bank of America
North Carolina
$2.14M +$83.4K +12,626 +4%
KAS
30
Kestra Advisory Services
Texas
$2.12M +$879K +133,045 +66%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.93M -$419K -63,382 -17%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$1.85M -$431K -65,265 -18%
PFO
33
PMG Family Office
Texas
$1.83M +$1.91M +288,888 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.55M -$1.16M -175,499 -42%
MWM
35
Mindset Wealth Management
Indiana
$1.51M +$10.3K +1,554 +0.7%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.42M +$1.48M +224,023 New
PS
37
Principal Securities
Iowa
$1.38M +$195K +29,530 +16%
DADC
38
D.A. Davidson & Co
Montana
$1.34M +$183K +27,771 +15%
FZCM
39
Flynn Zito Capital Management
New York
$1.25M +$14.5K +2,194 +1%
NA
40
NewEdge Advisors
Louisiana
$1.14M +$256K +38,783 +27%
Mariner
41
Mariner
Kansas
$1.12M +$28.2K +4,264 +2%
ATS
42
Ashton Thomas Securities
New York
$1.1M +$30.4K +4,610 +3%
KPWS
43
Kestra Private Wealth Services
Texas
$1.08M +$128K +19,420 +13%
WIA
44
Westbourne Investment Advisors
Maryland
$1.05M +$27.7K +4,200 +3%
Stifel Financial
45
Stifel Financial
Missouri
$1.04M +$26.3K +3,984 +3%
CL
46
CSS LLC
Illinois
$1.03M +$1.07M +161,818 New
LOPW
47
Live Oak Private Wealth
North Carolina
$1.01M
BCWM
48
Bartlett & Co Wealth Management
Ohio
$952K
OC
49
Oppenheimer & Co
New York
$952K -$57.6K -8,717 -5%
RCM
50
RB Capital Management
Nevada
$950K +$44.2K +6,696 +5%