USA icon

Liberty All-Star Equity Fund

222 hedge funds and large institutions have $349M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 64 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:

5.22% more ownership

Funds ownership: 15.25%20.47% (+5.2%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
222
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
KPWS
51
Kestra Private Wealth Services
Texas
$1.07M
WIA
52
Westbourne Investment Advisors
Maryland
$1.01M
LOPW
53
Live Oak Private Wealth
North Carolina
$996K
BCWM
54
Bartlett & Co Wealth Management
Ohio
$981K
FZCM
55
Flynn Zito Capital Management
New York
$963K
PS
56
Principal Securities
Iowa
$952K
OC
57
Oppenheimer & Co
New York
$943K
Stifel Financial
58
Stifel Financial
Missouri
$941K
RCM
59
RB Capital Management
Nevada
$920K
WS
60
Wedbush Securities
California
$898K
AIS
61
Advocate Investing Services
Maryland
$887K
Mariner
62
Mariner
Kansas
$834K
ATS
63
Ashton Thomas Securities
New York
$831K
ICM
64
Ionic Capital Management
New York
$785K
IAIM
65
International Assets Investment Management
Florida
$780K
JWCA
66
J.W. Cole Advisors
Florida
$763K
TI
67
TrueMark Investments
Illinois
$747K
KWA
68
Kingswood Wealth Advisors
California
$736K
CIA
69
Concurrent Investment Advisors
Florida
$711K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$702K
Millennium Management
71
Millennium Management
New York
$697K
GSEP
72
Golden State Equity Partners
California
$677K
SIC
73
Samalin Investment Counsel
New York
$657K
AHL
74
Abel Hall LLC
Louisiana
$647K
CCFM
75
Clear Creek Financial Management
Washington
$627K