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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

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

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
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
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 +$846K +135,831 +370%
KPWS
52
Kestra Private Wealth Services
Texas
$1.07M +$1.25K +200 +0.1%
WIA
53
Westbourne Investment Advisors
Maryland
$1.01M -$31.1K -5,000 -3%
LOPW
54
Live Oak Private Wealth
North Carolina
$996K
BCWM
55
Bartlett & Co Wealth Management
Ohio
$981K +$37.4K +6,000 +4%
FZCM
56
Flynn Zito Capital Management
New York
$963K -$268K -43,105 -22%
PS
57
Principal Securities
Iowa
$952K -$407K -65,427 -30%
OC
58
Oppenheimer & Co
New York
$943K
Stifel Financial
59
Stifel Financial
Missouri
$941K -$83.6K -13,431 -8%
RCM
60
RB Capital Management
Nevada
$920K -$20.2K -3,248 -2%
WS
61
Wedbush Securities
California
$898K +$210K +33,651 +31%
AIS
62
Advocate Investing Services
Maryland
$887K +$880K +141,248 New
Mariner
63
Mariner
Kansas
$834K -$270K -43,371 -25%
ATS
64
Ashton Thomas Securities
New York
$831K -$260K -41,815 -24%
ICM
65
Ionic Capital Management
New York
$785K +$778K +125,000 New
IAIM
66
International Assets Investment Management
Florida
$780K +$597K +95,874 +338%
JWCA
67
J.W. Cole Advisors
Florida
$763K -$119K -19,162 -13%
TI
68
TrueMark Investments
Illinois
$747K +$652K +104,766 +736%
KWA
69
Kingswood Wealth Advisors
California
$736K -$498 -80 -0.1%
CIA
70
Concurrent Investment Advisors
Florida
$711K +$62.3K +10,012 +10%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$702K +$696K +111,739 New
Millennium Management
72
Millennium Management
New York
$697K +$144K +23,068 +26%
GSEP
73
Golden State Equity Partners
California
$677K -$15.3K -2,464 -2%
SIC
74
Samalin Investment Counsel
New York
$657K -$89.2K -14,319 -12%
AHL
75
Abel Hall LLC
Louisiana
$647K