Liberty All-Star Equity Fund
190 hedge funds and large institutions have $213M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 23 closing their positions.
97% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 38
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
2% more capital invested
Capital invested by funds: $208M → $213M (+$4.9M)
0.92% more ownership
Funds ownership: 10.58% → 11.5% (+0.92%)
1% less funds holding
Funds holding: 191 → 190 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.98M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.37M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$1.24M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$750K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$723K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$614K |
USA Hedge Fund Activity: Q1 2025 in Review
190 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q1 2025, worth a combined $213M — up 2.4% from $208M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new USA positions and 23 closed out — a net gain of 4 holders — while 75 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.98M. The largest seller was Advisors Asset Management, cutting an estimated $1.37M.
- 190 institutional investors held Liberty All-Star Equity Fund (USA) as of Q1 2025, down from 191 in Q4 2024.
- Funds reported $213M of Liberty All-Star Equity Fund stock for Q1 2025, up 2.4% quarter-over-quarter.
- 27 funds opened new Liberty All-Star Equity Fund positions in Q1 2025 and 23 closed out, a net change of +4 holders.
- The largest Liberty All-Star Equity Fund buyer in Q1 2025 was LPL Financial, an estimated $4.98M added.
- The largest Liberty All-Star Equity Fund seller in Q1 2025 was Advisors Asset Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2025.