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Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Readystate Asset Management
Illinois
+$4.05M
2
SFS
Shaker Financial Services
Virginia
+$3.29M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.43M
4
LPL Financial
LPL Financial
California
+$1.14M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.37M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$595K
4
UBS Group
UBS Group
Switzerland
-$536K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$714K – – –
WS
52
Wedbush Securities
California
$714K -$20.5K -3,012 -3%
AHL
53
Abel Hall LLC
Louisiana
$701K +$701K +103,000 New
SWM
54
Stockman Wealth Management
Montana
$678K – – –
IFWM
55
Institute for Wealth Management
Colorado
$596K +$60.2K +8,837 +11%
CIA
56
Concurrent Investment Advisors
Florida
$575K – – –
AF
57
Allworth Financial
California
$556K +$537K +78,900 +2,810%
Creative Planning
58
Creative Planning
Kansas
$551K -$14.8K -2,172 -3%
WAM
59
WealthTrust Asset Management
Florida
$536K -$123K -18,052 -19%
MA
60
Mezzasalma Advisors
New Jersey
$502K +$10.5K +1,542 +2%
SG
61
StoneX Group
New York
$439K -$61.8K -9,079 -12%
PI
62
PFG Investments
New York
$437K -$69.7K -10,228 -14%
AWS
63
Atria Wealth Solutions
New York
$434K -$129K -18,837 -23%
EC
64
Elequin Capital
New York
$431K +$239K +35,028 +124%
HWMO
65
Heritage Wealth Management (Ohio)
Ohio
$404K -$159K -23,356 -28%
IWM
66
IHT Wealth Management
Illinois
$389K -$7.4K -1,086 -2%
NAS
67
NWF Advisory Services
California
$376K +$8.14K +1,195 +2%
MP
68
McDonald Partners
Ohio
$366K +$7.98K +1,172 +2%
BCM
69
Boreal Capital Management
Florida
$359K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$329K -$1.37M -201,050 -81%
SCA
71
Sage Capital Advisors
South Dakota
$326K -$30.9K -4,538 -9%
AWM
72
Avior Wealth Management
Nebraska
$310K – – –
MCA
73
MSH Capital Advisors
Arizona
$301K +$10.2K +1,500 +4%
BEI
74
Benjamin Edwards Inc
Missouri
$293K +$1.51K +221 +0.5%
AC
75
AlphaCore Capital
California
$263K -$24.9K -3,658 -9%
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