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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
51
Flynn Zito Capital Management
New York
$872K +$23K +3,848 +3%
WS
52
Wedbush Securities
California
$839K +$48.1K +8,046 +6%
AIS
53
Advocate Investing Services
Maryland
$823K +$42.6K +7,121 +5%
RCM
54
RB Capital Management
Nevada
$793K -$26.7K -4,466 -3%
ICM
55
Ionic Capital Management
New York
$770K +$82.1K +13,731 +11%
JP Morgan Chase
56
JP Morgan Chase
New York
$734K +$811K +135,684 +678,420%
PFS
57
Prospera Financial Services
Texas
$733K +$421K +70,414 +114%
Stifel Financial
58
Stifel Financial
Missouri
$711K -$130K -21,764 -15%
Mariner
59
Mariner
Kansas
$708K -$29.2K -4,882 -4%
CIA
60
Concurrent Investment Advisors
Florida
$698K +$75.1K +12,571 +11%
TI
61
TrueMark Investments
Illinois
$696K +$38.2K +6,384 +5%
ATS
62
Ashton Thomas Securities
New York
$680K -$58.4K -9,765 -7%
Jane Street
63
Jane Street
New York
$635K -$2.12M -355,060 -76%
IAIM
64
International Assets Investment Management
Florida
$608K -$97.2K -16,255 -13%
AHL
65
Abel Hall LLC
Louisiana
$572K
SIC
66
Samalin Investment Counsel
New York
$569K -$13.1K -2,195 -2%
AA
67
Advisory Advocates
Michigan
$558K +$17.9K +3,000 +3%
CCFM
68
Clear Creek Financial Management
Washington
$554K
SWM
69
Stockman Wealth Management
Montana
$553K
IFWM
70
Institute for Wealth Management
Colorado
$494K +$3.06K +512 +0.6%
P
71
&Partners
Tennessee
$467K +$40.8K +6,820 +9%
AF
72
Allworth Financial
California
$441K +$7.09K +1,187 +2%
MA
73
Mezzasalma Advisors
New Jersey
$427K +$490 +82 +0.1%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$419K +$168K +28,169 +59%
DWM
75
Dakota Wealth Management
Florida
$416K +$274K +45,923 +158%