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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

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

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
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
76
Clear Creek Financial Management
Washington
$627K -$31.4K -5,050 -5%
SWM
77
Stockman Wealth Management
Montana
$625K
AA
78
Advisory Advocates
Michigan
$612K +$607K +97,528 New
IFWM
79
Institute for Wealth Management
Colorado
$556K -$2.55K -410 -0.5%
AAM
80
Advisors Asset Management
Colorado
$541K -$126K -20,158 -19%
SG
81
StoneX Group
New York
$533K +$112K +17,970 +28%
AF
82
Allworth Financial
California
$491K -$21.6K -3,472 -4%
CPWL
83
Coquina Private Wealth LLC
Florida
$486K +$482K +77,392 New
P
84
&Partners
Tennessee
$485K +$337K +54,112 +234%
MA
85
Mezzasalma Advisors
New Jersey
$482K +$7.13K +1,145 +2%
Creative Planning
86
Creative Planning
Kansas
$474K +$39.4K +6,324 +9%
PG
87
Patten Group
Tennessee
$439K -$245K -39,311 -36%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$405K +$77K +12,370 +24%
TCM
89
Triumph Capital Management
Colorado
$398K -$388K -62,311 -50%
PFS
90
Prospera Financial Services
Texas
$387K +$225K +36,140 +142%
IWM
91
IHT Wealth Management
Illinois
$368K +$18.6K +2,993 +5%
HWMO
92
Heritage Wealth Management (Ohio)
Ohio
$362K -$10.7K -1,725 -3%
MP
93
McDonald Partners
Ohio
$346K -$6 -1 -0%
KA
94
Kovack Advisors
Florida
$319K +$316K +50,788 New
HAG
95
HighPoint Advisor Group
Illinois
$311K +$308K +49,479 New
SCA
96
Sage Capital Advisors
South Dakota
$301K +$1.96K +314 +0.7%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$297K +$42.6K +6,845 +17%
SW
98
Simplicity Wealth
New Jersey
$288K +$285K +45,817 New
MCA
99
MSH Capital Advisors
Arizona
$282K +$4.3K +690 +2%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$275K +$225K +36,112 +470%