We are live on ! Find out more
USA icon

Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
51
J.W. Cole Advisors
Florida
$937K -$254K -38,450 -21%
TCM
52
Triumph Capital Management
Colorado
$796K +$124K +18,735 +18%
SIC
53
Samalin Investment Counsel
New York
$754K +$14.8K +2,235 +2%
KWA
54
Kingswood Wealth Advisors
California
$744K +$50.5K +7,648 +7%
GSEP
55
Golden State Equity Partners
California
$699K -$4.06K -615 -0.6%
WS
56
Wedbush Securities
California
$694K +$30.3K +4,591 +4%
PG
57
Patten Group
Tennessee
$693K -$110K -16,639 -13%
AAM
58
Advisors Asset Management
Colorado
$674K +$1.61K +244 +0.2%
CCFM
59
Clear Creek Financial Management
Washington
$665K
CIA
60
Concurrent Investment Advisors
Florida
$654K +$124K +18,775 +22%
AHL
61
Abel Hall LLC
Louisiana
$653K
SWM
62
Stockman Wealth Management
Montana
$631K
IFWM
63
Institute for Wealth Management
Colorado
$564K +$9.43K +1,428 +2%
Millennium Management
64
Millennium Management
New York
$558K +$581K +87,978 New
WAM
65
WealthTrust Asset Management
Florida
$546K +$49.2K +7,453 +9%
AF
66
Allworth Financial
California
$518K +$106 +16 +0%
MA
67
Mezzasalma Advisors
New Jersey
$480K +$12.7K +1,926 +3%
Creative Planning
68
Creative Planning
Kansas
$439K -$77.2K -11,683 -14%
SG
69
StoneX Group
New York
$413K +$4.58K +694 +1%
PI
70
PFG Investments
New York
$399K -$8.21K -1,243 -2%
Jane Street
71
Jane Street
New York
$381K -$641K -97,072 -62%
HWMO
72
Heritage Wealth Management (Ohio)
Ohio
$376K
NAS
73
NWF Advisory Services
California
$358K +$9.03K +1,367 +2%
Citadel Advisors
74
Citadel Advisors
Florida
$353K +$367K +55,647 New
IWM
75
IHT Wealth Management
Illinois
$352K -$9.91K -1,501 -3%