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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.09M +$219K +35,115 +8%
IFG
27
Independent Financial Group
California
$3M -$352K -56,460 -11%
Jane Street
28
Jane Street
New York
$2.95M +$2.55M +409,470 +682%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$2.92M -$390K -62,639 -12%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$2.6M +$198K +31,778 +8%
COLIM
31
City of London Investment Management
United Kingdom
$2.56M +$2.54M +408,381 New
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$2.53M +$2.51M +402,996 New
Invesco
33
Invesco
Georgia
$2.43M -$628K -100,929 -21%
UBS Group
34
UBS Group
Switzerland
$2.4M -$269K -43,210 -10%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.37M -$46.4K -7,450 -2%
IWC
36
Integrated Wealth Concepts
Massachusetts
$2.36M -$112K -17,982 -5%
PAG
37
Private Advisor Group
New Jersey
$2.18M +$61.7K +9,911 +3%
Citadel Advisors
38
Citadel Advisors
Florida
$2.09M +$1.73M +277,174 +498%
KAS
39
Kestra Advisory Services
Texas
$2.06M -$41.2K -6,617 -2%
Bank of America
40
Bank of America
North Carolina
$2.02M -$102K -16,456 -5%
BFM
41
Boothbay Fund Management
New York
$1.8M +$1.79M +286,850 New
PFO
42
PMG Family Office
Texas
$1.56M -$290K -46,495 -16%
XT
43
XTX Topco
Cayman Islands
$1.56M +$1.34M +214,801 +646%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.48M -$49.6K -7,966 -3%
MWM
45
Mindset Wealth Management
Indiana
$1.46M -$31.5K -5,059 -2%
SIA
46
Sit Investment Associates
Minnesota
$1.4M +$1.38M +222,272 New
CL
47
CSS LLC
Illinois
$1.23M +$212K +34,000 +21%
LSC
48
Logan Stone Capital
Illinois
$1.22M +$1.21M +194,895 New
DADC
49
D.A. Davidson & Co
Montana
$1.21M -$117K -18,783 -9%
NA
50
NewEdge Advisors
Louisiana
$1.09M -$36.8K -5,903 -3%