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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
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
$2.43M +$141K +23,626 +6%
AC
27
Almitas Capital
California
$2.19M -$2.45M -409,129 -51%
PAG
28
Private Advisor Group
New Jersey
$2.11M +$193K +32,253 +9%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.07M -$25.2K -4,209 -1%
IWC
30
Integrated Wealth Concepts
Massachusetts
$2.07M -$16.3K -2,734 -0.7%
UBS Group
31
UBS Group
Switzerland
$1.98M -$148K -24,775 -6%
KAS
32
Kestra Advisory Services
Texas
$1.77M -$48.6K -8,126 -2%
Invesco
33
Invesco
Georgia
$1.74M -$439K -73,377 -19%
BFM
34
Boothbay Fund Management
New York
$1.59M
Bank of America
35
Bank of America
North Carolina
$1.57M -$223K -37,250 -12%
PFO
36
PMG Family Office
Texas
$1.47M +$139K +23,253 +10%
MWM
37
Mindset Wealth Management
Indiana
$1.32M +$31.1K +5,199 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$1.33M -223,315 -49%
SIA
39
Sit Investment Associates
Minnesota
$1.27M +$40.3K +6,749 +3%
GSEP
40
Golden State Equity Partners
California
$1.16M +$605K +101,194 +94%
CL
41
CSS LLC
Illinois
$1.15M +$68.2K +11,410 +6%
DADC
42
D.A. Davidson & Co
Montana
$1.14M +$79.5K +13,304 +7%
SPIA
43
Steward Partners Investment Advisory
New York
$1.06M +$1.06M +177,413 +1,276%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.05M -$284K -47,520 -20%
BCWM
45
Bartlett & Co Wealth Management
Ohio
$1.03M +$108K +18,000 +12%
WIA
46
Westbourne Investment Advisors
Maryland
$1.03M +$140K +23,500 +15%
KPWS
47
Kestra Private Wealth Services
Texas
$1M +$65.2K +10,914 +6%
NA
48
NewEdge Advisors
Louisiana
$984K +$19.6K +3,281 +2%
LOPW
49
Live Oak Private Wealth
North Carolina
$880K
OC
50
Oppenheimer & Co
New York
$878K +$48.4K +8,105 +5%