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Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
74
Reduced
37
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.72M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.18M
4
Wells Fargo
Wells Fargo
California
+$1.42M
5
CA
Cornerstone Advisors
North Carolina
+$1.36M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.3M
2
Lido Advisors
Lido Advisors
California
-$1.24M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$711K
4
UBS Group
UBS Group
Switzerland
-$685K
5
SFS
Shaker Financial Services
Virginia
-$582K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$544K +$94.1K +14,363 +21%
PS
52
Principal Securities
Iowa
$542K – – –
HWMO
53
Heritage Wealth Management (Ohio)
Ohio
$542K -$7.32K -1,118 -1%
AWS
54
Atria Wealth Solutions
New York
$539K -$67.6K -10,326 -11%
IFWM
55
Institute for Wealth Management
Colorado
$515K -$878 -134 -0.2%
PI
56
PFG Investments
New York
$488K +$26.2K +4,000 +6%
SG
57
StoneX Group
New York
$482K -$61.3K -9,362 -11%
MWM
58
Mindset Wealth Management
Indiana
$479K +$479K +73,110 New
MA
59
Mezzasalma Advisors
New Jersey
$473K +$21.6K +3,303 +5%
HF
60
HRT Financial
New York
$398K +$398K +60,846 New
IWM
61
IHT Wealth Management
Illinois
$381K +$136K +20,822 +56%
NAS
62
NWF Advisory Services
California
$353K +$353K +53,963 New
MP
63
McDonald Partners
Ohio
$344K +$16.4K +2,510 +5%
SCA
64
Sage Capital Advisors
South Dakota
$343K -$26.8K -4,097 -7%
JIP
65
Jaffetilchin Investment Partners
Florida
$342K +$75.8K +11,569 +28%
AWM
66
Avior Wealth Management
Nebraska
$299K -$39.3K -6,000 -12%
IA
67
Integrity Alliance
Iowa
$294K +$294K +44,943 New
RAM
68
Readystate Asset Management
Illinois
$288K +$288K +43,934 New
BEI
69
Benjamin Edwards Inc
Missouri
$280K +$3.09K +472 +1%
MCA
70
MSH Capital Advisors
Arizona
$280K +$3.28K +500 +1%
AC
71
AlphaCore Capital
California
$277K +$277K +42,222 New
WAM
72
Wolverine Asset Management
Illinois
$264K +$264K +40,346 New
ARC
73
Advisor Resource Council
Texas
$251K +$251K +38,302 New
QPW
74
Quantum Private Wealth
Florida
$240K – – –
NS
75
NBC Securities
Alabama
$239K +$239K +36,502 +104,291%
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