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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
CCFM
76
Clear Creek Financial Management
Washington
$627K
SWM
77
Stockman Wealth Management
Montana
$625K
AA
78
Advisory Advocates
Michigan
$612K
IFWM
79
Institute for Wealth Management
Colorado
$556K
AAM
80
Advisors Asset Management
Colorado
$541K
SG
81
StoneX Group
New York
$533K
AF
82
Allworth Financial
California
$491K
CPWL
83
Coquina Private Wealth LLC
Florida
$486K
P
84
&Partners
Tennessee
$485K
MA
85
Mezzasalma Advisors
New Jersey
$482K
Creative Planning
86
Creative Planning
Kansas
$474K
PG
87
Patten Group
Tennessee
$439K
Baird Financial Group
88
Baird Financial Group
Wisconsin
$405K
TCM
89
Triumph Capital Management
Colorado
$398K
PFS
90
Prospera Financial Services
Texas
$387K
IWM
91
IHT Wealth Management
Illinois
$368K
HWMO
92
Heritage Wealth Management (Ohio)
Ohio
$362K
MP
93
McDonald Partners
Ohio
$346K
KA
94
Kovack Advisors
Florida
$319K
HAG
95
HighPoint Advisor Group
Illinois
$311K
SCA
96
Sage Capital Advisors
South Dakota
$301K
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$297K
SW
98
Simplicity Wealth
New Jersey
$288K
MCA
99
MSH Capital Advisors
Arizona
$282K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$275K