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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MP
76
McDonald Partners
Ohio
$350K +$9.68K +1,465 +3%
BCM
77
Boreal Capital Management
Florida
$334K
Baird Financial Group
78
Baird Financial Group
Wisconsin
$331K +$178K +26,987 +107%
SCA
79
Sage Capital Advisors
South Dakota
$302K -$1.43K -216 -0.5%
AWM
80
Avior Wealth Management
Nebraska
$289K
MCA
81
MSH Capital Advisors
Arizona
$281K
SPIA
82
Steward Partners Investment Advisory
New York
$278K -$30.2K -4,570 -9%
BEI
83
Benjamin Edwards Inc
Missouri
$274K +$1.83K +277 +0.6%
BPA
84
Beacon Pointe Advisors
California
$260K +$271K +41,014 New
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$257K +$40.6K +6,148 +18%
TSS
86
Two Sigma Securities
New York
$255K +$152K +22,990 +133%
NS
87
NBC Securities
Alabama
$243K +$6.73K +1,019 +3%
LCM
88
Landscape Capital Management
New Jersey
$233K +$242K +36,672 New
QCIG
89
Quad-Cities Investment Group
Iowa
$223K +$6.15K +931 +3%
XT
90
XTX Topco
Cayman Islands
$211K +$220K +33,261 New
DJYG
91
David J. Yvars Group
Florida
$208K +$37.6K +5,695 +21%
APA
92
Astoria Portfolio Advisors
New York
$207K -$4.34K -657 -2%
AWG
93
Altus Wealth Group
Colorado
$204K -$13.1K -1,983 -6%
IAIM
94
International Assets Investment Management
Florida
$194K +$13.2K +2,000 +8%
OBWG
95
Onyx Bridge Wealth Group
New York
$183K +$10.5K +1,591 +6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$178K -$30.3K -4,582 -14%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$178K +$65.6K +9,932 +55%
EM
98
ELCO Management
New York
$177K -$3.76K -570 -2%
SI
99
Stephens Inc
Arkansas
$176K +$4.53K +686 +3%
QPW
100
Quantum Private Wealth
Florida
$169K