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Liberty All-Star Equity Fund
USA

Overview Fund Activity

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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Readystate Asset Management
Illinois
+$4.05M
2
SFS
Shaker Financial Services
Virginia
+$3.29M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.43M
4
LPL Financial
LPL Financial
California
+$1.14M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.37M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$595K
4
UBS Group
UBS Group
Switzerland
-$536K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
76
NBC Securities
Alabama
$254K +$5.54K +815 +2%
HF
77
HRT Financial
New York
$251K -$162K -23,876 -39%
SWP
78
Stratos Wealth Partners
Ohio
$237K +$2.16K +317 +0.9%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$234K +$19.8K +2,902 +9%
QCIG
80
Quad-Cities Investment Group
Iowa
$233K +$5.07K +745 +2%
AWG
81
Altus Wealth Group
Colorado
$232K – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$222K +$222K +32,592 New
APA
83
Astoria Portfolio Advisors
New York
$218K -$3.89K -586 -2%
AAS
84
Annex Advisory Services
Wisconsin
$211K – – –
EM
85
ELCO Management
New York
$194K – – –
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$194K -$44.5K -6,536 -19%
OBWG
87
Onyx Bridge Wealth Group
New York
$186K +$7.53K +1,105 +4%
DJYG
88
David J. Yvars Group
Florida
$185K +$31.6K +4,640 +21%
SI
89
Stephens Inc
Arkansas
$184K -$7.3K -1,072 -4%
QPW
90
Quantum Private Wealth
Florida
$182K -$68.1K -10,000 -27%
IAIM
91
International Assets Investment Management
Florida
$180K +$30.6K +4,488 +21%
Truist Financial
92
Truist Financial
North Carolina
$178K -$30.6K -4,495 -15%
AQR Capital Management
93
AQR Capital Management
Connecticut
$175K +$175K +25,674 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$172K +$1.23K +180 +0.7%
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 +$56.1K +8,233 +50%
EA
98
Eclectic Associates
California
$159K +$3.47K +510 +2%
OLVIG
99
Oliver Lagore Vanvalin Investment Group
Michigan
$157K +$157K +23,957 New
LFAS
100
Level Four Advisory Services
Texas
$157K +$157K +23,018 New
2 3
4
5 6