USA icon

Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
51
Landscape Capital Management
New Jersey
$1.08M
KPWS
52
Kestra Private Wealth Services
Texas
$1.07M
WIA
53
Westbourne Investment Advisors
Maryland
$1.01M
LOPW
54
Live Oak Private Wealth
North Carolina
$996K
BCWM
55
Bartlett & Co Wealth Management
Ohio
$981K
FZCM
56
Flynn Zito Capital Management
New York
$963K
PS
57
Principal Securities
Iowa
$952K
OC
58
Oppenheimer & Co
New York
$943K
Stifel Financial
59
Stifel Financial
Missouri
$941K
RCM
60
RB Capital Management
Nevada
$920K
WS
61
Wedbush Securities
California
$898K
AIS
62
Advocate Investing Services
Maryland
$887K
Mariner
63
Mariner
Kansas
$834K
ATS
64
Ashton Thomas Securities
New York
$831K
ICM
65
Ionic Capital Management
New York
$785K
IAIM
66
International Assets Investment Management
Florida
$780K
JWCA
67
J.W. Cole Advisors
Florida
$763K
TI
68
TrueMark Investments
Illinois
$747K
KWA
69
Kingswood Wealth Advisors
California
$736K
CIA
70
Concurrent Investment Advisors
Florida
$711K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$702K
Millennium Management
72
Millennium Management
New York
$697K
GSEP
73
Golden State Equity Partners
California
$677K
SIC
74
Samalin Investment Counsel
New York
$657K
AHL
75
Abel Hall LLC
Louisiana
$647K