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Liberty All-Star Equity Fund

186 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
NS
76
NBC Securities
Alabama
$254K
HF
77
HRT Financial
New York
$251K
SWP
78
Stratos Wealth Partners
Ohio
$237K
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$234K
QCIG
80
Quad-Cities Investment Group
Iowa
$233K
AWG
81
Altus Wealth Group
Colorado
$232K
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$222K
APA
83
Astoria Portfolio Advisors
New York
$218K
AAS
84
Annex Advisory Services
Wisconsin
$211K
EM
85
ELCO Management
New York
$194K
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$194K
OBWG
87
Onyx Bridge Wealth Group
New York
$186K
DJYG
88
David J. Yvars Group
Florida
$185K
SI
89
Stephens Inc
Arkansas
$184K
QPW
90
Quantum Private Wealth
Florida
$182K
IAIM
91
International Assets Investment Management
Florida
$180K
Truist Financial
92
Truist Financial
North Carolina
$178K
AQR Capital Management
93
AQR Capital Management
Connecticut
$175K
Baird Financial Group
94
Baird Financial Group
Wisconsin
$172K
CSP
95
Cary Street Partners
Virginia
$171K
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$169K
AAS
97
Avantax Advisory Services
Texas
$167K
EA
98
Eclectic Associates
California
$159K
OLVIG
99
Oliver Lagore Vanvalin Investment Group
Michigan
$157K
LFAS
100
Level Four Advisory Services
Texas
$157K