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Liberty All-Star Equity Fund
USA

Overview Fund Activity

183 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
67
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
1
Readystate Asset Management
Illinois
$4.35M
2
SFS
2
Shaker Financial Services
Virginia
$5.47M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.43M
4
LPL Financial
4
LPL Financial
California
$30.9M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.8M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$329K
2
AAM
2
Advisors Asset Management
Colorado
$722K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$714K 104,857 – –
WS
52
Wedbush Securities
California
$714K 104,821 -3,012 -3%
AHL
53
Abel Hall LLC
Louisiana
$701K 103,000 +103,000 New
SWM
54
Stockman Wealth Management
Montana
$678K 99,563 – –
IFWM
55
Institute for Wealth Management
Colorado
$596K 87,533 +8,837 +11%
CIA
56
Concurrent Investment Advisors
Florida
$575K 84,404 – –
AF
57
Allworth Financial
California
$556K 81,708 +78,900 +2,810%
Creative Planning
58
Creative Planning
Kansas
$551K 80,867 -2,172 -3%
WAM
59
WealthTrust Asset Management
Florida
$536K 78,689 -18,052 -19%
MA
60
Mezzasalma Advisors
New Jersey
$502K 73,734 +1,542 +2%
SG
61
StoneX Group
New York
$439K 64,477 -9,079 -12%
PI
62
PFG Investments
New York
$437K 64,239 -10,228 -14%
AWS
63
Atria Wealth Solutions
New York
$434K 63,445 -18,837 -23%
EC
64
Elequin Capital
New York
$431K 63,351 +35,028 +124%
HWMO
65
Heritage Wealth Management (Ohio)
Ohio
$404K 59,319 -23,356 -28%
IWM
66
IHT Wealth Management
Illinois
$389K 57,096 -1,086 -2%
MP
67
McDonald Partners
Ohio
$366K 53,682 +1,172 +2%
BCM
68
Boreal Capital Management
Florida
– – – –
SPIA
69
Steward Partners Investment Advisory
New York
$329K 48,349 -201,050 -81%
SCA
70
Sage Capital Advisors
South Dakota
$326K 47,861 -4,538 -9%
AWM
71
Avior Wealth Management
Nebraska
$310K 45,577 – –
MCA
72
MSH Capital Advisors
Arizona
$301K 44,270 +1,500 +4%
BEI
73
Benjamin Edwards Inc
Missouri
$293K 42,996 +221 +0.5%
AC
74
AlphaCore Capital
California
$263K 38,564 -3,658 -9%
NS
75
NBC Securities
Alabama
$254K 37,352 +815 +2%
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