USA icon

Liberty All-Star Equity Fund

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
74
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$229K -$212K -32,347 -48%
SWP
77
Stratos Wealth Partners
Ohio
$226K -$214K -32,688 -49%
AWG
78
Altus Wealth Group
Colorado
$223K
QCIG
79
Quad-Cities Investment Group
Iowa
$219K +$1.13K +173 +0.5%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$206K +$79.1K +12,079 +62%
APA
81
Astoria Portfolio Advisors
New York
$206K +$4.78K +777 +2%
AAS
82
Annex Advisory Services
Wisconsin
$202K
Truist Financial
83
Truist Financial
North Carolina
$201K +$7.09K +1,082 +4%
AAS
84
Ameritas Advisory Services
Nebraska
$194K +$59.7K +9,000 +44%
EM
85
ELCO Management
New York
$186K
EC
86
Elequin Capital
New York
$186K +$181K +27,660 +4,172%
SI
87
Stephens Inc
Arkansas
$184K -$9.09K -1,388 -5%
WP
88
WealthShield Partners
North Carolina
$173K +$79.1K +12,077 +84%
OBWG
89
Onyx Bridge Wealth Group
New York
$171K +$47K +7,172 +38%
CSP
90
Cary Street Partners
Virginia
$165K
Baird Financial Group
91
Baird Financial Group
Wisconsin
$164K -$711K -108,541 -81%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$163K
KIM
93
Kane Investment Management
California
$152K +$55K +8,402 +57%
EA
94
Eclectic Associates
California
$150K +$7.16K +1,093 +5%
NLWP
95
Next Level Wealth Planning
Idaho
$148K +$3.64K +555 +3%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$148K +$33.2K +5,065 +29%
DJYG
97
David J. Yvars Group
Florida
$148K
P
98
&Partners
Tennessee
$145K +$25.7K +3,932 +22%
CCP
99
Cushing Capital Partners
Wisconsin
$144K
IAIM
100
International Assets Investment Management
Florida
$143K +$6.86K +1,048 +5%