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Liberty All-Star Equity Fund
USA

Overview Fund Activity

183 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
67
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
1
Readystate Asset Management
Illinois
$4.35M
2
SFS
2
Shaker Financial Services
Virginia
$5.47M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.43M
4
LPL Financial
4
LPL Financial
California
$30.9M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.8M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$329K
2
AAM
2
Advisors Asset Management
Colorado
$722K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HF
76
HRT Financial
New York
$251K 36,970 -23,876 -39%
SWP
77
Stratos Wealth Partners
Ohio
$237K 34,844 +317 +0.9%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$234K 34,362 +2,902 +9%
QCIG
79
Quad-Cities Investment Group
Iowa
$233K 34,209 +745 +2%
AWG
80
Altus Wealth Group
Colorado
$232K 34,122 – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$222K 32,592 +32,592 New
APA
82
Astoria Portfolio Advisors
New York
$218K 32,896 -586 -2%
AAS
83
Annex Advisory Services
Wisconsin
$211K 30,914 – –
EM
84
ELCO Management
New York
$194K 28,454 – –
OBWG
85
Onyx Bridge Wealth Group
New York
$186K 27,276 +1,105 +4%
DJYG
86
David J. Yvars Group
Florida
$185K 27,179 +4,640 +21%
SI
87
Stephens Inc
Arkansas
$184K 27,019 -1,072 -4%
QPW
88
Quantum Private Wealth
Florida
$182K 26,715 -10,000 -27%
IAIM
89
International Assets Investment Management
Florida
$180K 26,379 +4,488 +21%
Truist Financial
90
Truist Financial
North Carolina
$178K 26,143 -4,495 -15%
AQR Capital Management
91
AQR Capital Management
Connecticut
$175K 25,674 +25,674 New
Baird Financial Group
92
Baird Financial Group
Wisconsin
$172K 25,193 +180 +0.7%
CSP
93
Cary Street Partners
Virginia
$171K 25,125 – –
Kovitz Investment Group Partners
94
Kovitz Investment Group Partners
Illinois
$169K 24,850 – –
AAS
95
Avantax Advisory Services
Texas
$167K 24,585 +8,233 +50%
EA
96
Eclectic Associates
California
$159K 23,363 +510 +2%
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$157K 23,957 +23,957 New
LFAS
98
Level Four Advisory Services
Texas
$157K 23,018 +23,018 New
JIP
99
Jaffetilchin Investment Partners
Florida
$155K 22,749 -29,509 -56%
NLWP
100
Next Level Wealth Planning
Idaho
$154K 22,605 – –
2 3
4
5 6