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Liberty All-Star Equity Fund

186 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
JIP
101
Jaffetilchin Investment Partners
Florida
$155K
NLWP
102
Next Level Wealth Planning
Idaho
$154K
AGA
103
Accuvest Global Advisors
Utah
$153K
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$153K
P
105
&Partners
Tennessee
$151K
CCP
106
Cushing Capital Partners
Wisconsin
$150K
OIA
107
OneDigital Investment Advisors
Kansas
$141K
PFS
108
Prospera Financial Services
Texas
$138K
RA
109
RFG Advisory
Alabama
$136K
AA
110
Ancora Advisors
Ohio
$132K
ISL
111
Ingalls & Snyder LLC
New York
$132K
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$123K
MCM
114
Mendel Capital Management
Arkansas
$121K
UCB
115
United Community Bank
South Carolina
$120K
CA
116
CoreCap Advisors
Michigan
$119K
KA
117
Kovack Advisors
Florida
$118K
TSS
118
Two Sigma Securities
New York
$117K
LIG
119
Lokken Investment Group
Delaware
$115K
SWA
120
Sax Wealth Advisors
New Jersey
$114K
AWE
121
Avidian Wealth Enterprises
Texas
$112K
C
122
Certuity
Florida
$112K
WP
123
WealthShield Partners
North Carolina
$110K
WB
124
Webster Bank
Connecticut
$108K
CPRC
125
Consolidated Portfolio Review Corp
New York
$105K