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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
NS
101
NBC Securities
Alabama
$216K
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$207K
Northern Trust
103
Northern Trust
Illinois
$198K
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$192K
CL
105
Choreo LLC
Illinois
$185K
AWG
106
Altus Wealth Group
Colorado
$176K
SOS
107
Silver Oak Securities
Tennessee
$176K
QCIG
108
Quad-Cities Investment Group
Iowa
$172K
OBWG
109
Onyx Bridge Wealth Group
New York
$172K
Baird Financial Group
110
Baird Financial Group
Wisconsin
$159K
APA
111
Astoria Portfolio Advisors
New York
$158K
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$152K
CSP
113
Cary Street Partners
Virginia
$144K
TCM
114
Triumph Capital Management
Colorado
$144K
PA
115
Procyon Advisors
Connecticut
$139K
AAS
116
Ameritas Advisory Services
Nebraska
$139K
NLWP
117
Next Level Wealth Planning
Idaho
$125K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$124K
CCP
119
Cushing Capital Partners
Wisconsin
$122K
MFG
120
Merit Financial Group
Georgia
$118K
FFA
121
Farther Finance Advisors
California
$116K
HIP
122
HUB Investment Partners
Texas
$115K
IA
123
Integrity Alliance
Iowa
$115K
CA
124
CoreCap Advisors
Michigan
$109K
VIPI
125
Vista Investment Partners II
Indiana
$108K