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Liberty All-Star Equity Fund
USA

Overview Fund Activity

183 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
2.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
67
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
1
Readystate Asset Management
Illinois
$4.35M
2
SFS
2
Shaker Financial Services
Virginia
$5.47M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$2.43M
4
LPL Financial
4
LPL Financial
California
$30.9M
5
Raymond James Financial
5
Raymond James Financial
Florida
$21.8M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$329K
2
AAM
2
Advisors Asset Management
Colorado
$722K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.52M
4
UBS Group
4
UBS Group
Switzerland
$3.05M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
101
Accuvest Global Advisors
Utah
$153K 22,455 +22,455 New
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$153K 22,411 -161 -0.7%
P
103
&Partners
Tennessee
$151K 22,150 – –
CCP
104
Cushing Capital Partners
Wisconsin
$150K 22,044 – –
OIA
105
OneDigital Investment Advisors
Kansas
$141K 20,775 +1,500 +8%
PFS
106
Prospera Financial Services
Texas
$138K 20,336 +82 +0.4%
RA
107
RFG Advisory
Alabama
$136K 19,974 +2,989 +18%
AA
108
Ancora Advisors
Ohio
$132K 19,437 – –
ISL
109
Ingalls & Snyder LLC
New York
$132K 19,414 – –
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K 18,166 +4 +0%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$123K 18,076 -3,685 -17%
MCM
112
Mendel Capital Management
Arkansas
$121K 17,750 – –
UCB
113
United Community Bank
South Carolina
$120K 17,561 +383 +2%
CA
114
CoreCap Advisors
Michigan
$119K 17,529 +56 +0.3%
KA
115
Kovack Advisors
Florida
$118K 17,391 +17,391 New
TSS
116
Two Sigma Securities
New York
$117K 17,229 +17,229 New
LIG
117
Lokken Investment Group
Delaware
$115K 16,882 -1,999 -11%
SWA
118
Sax Wealth Advisors
New Jersey
$114K 16,760 – –
AWE
119
Avidian Wealth Enterprises
Texas
$112K 16,511 +216 +1%
C
120
Certuity
Florida
$112K 16,397 +358 +2%
WP
121
WealthShield Partners
North Carolina
$110K 16,082 -10,342 -39%
WB
122
Webster Bank
Connecticut
$108K 15,898 – –
CPRC
123
Consolidated Portfolio Review Corp
New York
$105K 15,376 -1,771 -10%
KFA
124
Kapstone Financial Advisors
Ohio
$103K 15,091 +15,091 New
PWA
125
Primoris Wealth Advisors
Florida
$103K 15,057 -3,469 -19%
3 4
5
6 7