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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WE
76
Wealth Effects
Massachusetts
$412K +$444K +74,244 New
KWA
77
Kingswood Wealth Advisors
California
$400K -$270K -45,104 -38%
Creative Planning
78
Creative Planning
Kansas
$392K -$29.4K -4,915 -7%
CPWL
79
Coquina Private Wealth LLC
Florida
$363K -$72K -12,039 -16%
PG
80
Patten Group
Tennessee
$354K -$36.9K -6,175 -9%
IWM
81
IHT Wealth Management
Illinois
$349K +$25.7K +4,304 +7%
PS
82
Principal Securities
Iowa
$344K -$535K -89,551 -59%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$332K +$191K +31,893 +115%
Calamos Advisors
84
Calamos Advisors
Illinois
$323K +$347K +58,123 New
KA
85
Kovack Advisors
Florida
$314K +$32.8K +5,496 +11%
MP
86
McDonald Partners
Ohio
$306K
HAG
87
HighPoint Advisor Group
Illinois
$296K +$23.4K +3,908 +8%
Citadel Advisors
88
Citadel Advisors
Florida
$296K -$1.67M -279,554 -84%
SCA
89
Sage Capital Advisors
South Dakota
$286K +$21.1K +3,523 +7%
MCA
90
MSH Capital Advisors
Arizona
$283K +$35.9K +6,000 +13%
WAM
91
WealthTrust Asset Management
Florida
$282K +$78.4K +13,110 +35%
EPW
92
Evolve Private Wealth
California
$258K +$120K +20,024 +76%
SW
93
Simplicity Wealth
New Jersey
$254K
AWM
94
Avior Wealth Management
Nebraska
$242K
VA
95
Valmark Advisers
Ohio
$236K +$254K +42,497 New
BEI
96
Benjamin Edwards Inc
Missouri
$233K +$3.14K +525 +1%
BPA
97
Beacon Pointe Advisors
California
$233K +$3.68K +615 +1%
NAS
98
NWF Advisory Services
California
$231K -$2.6K -435 -1%
TSS
99
Two Sigma Securities
New York
$229K +$8.77K +1,467 +4%
AQR Capital Management
100
AQR Capital Management
Connecticut
$227K