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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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
68
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
101
Jaffetilchin Investment Partners
Florida
$155K -$201K -29,509 -56%
NLWP
102
Next Level Wealth Planning
Idaho
$154K
AGA
103
Accuvest Global Advisors
Utah
$153K +$153K +22,455 New
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$153K -$1.1K -161 -0.7%
P
105
&Partners
Tennessee
$151K
CCP
106
Cushing Capital Partners
Wisconsin
$150K
OIA
107
OneDigital Investment Advisors
Kansas
$141K +$10.2K +1,500 +8%
PFS
108
Prospera Financial Services
Texas
$138K +$558 +82 +0.4%
RA
109
RFG Advisory
Alabama
$136K +$20.4K +2,989 +18%
AA
110
Ancora Advisors
Ohio
$132K
ISL
111
Ingalls & Snyder LLC
New York
$132K
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K +$27 +4 +0%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$123K -$25.1K -3,685 -17%
MCM
114
Mendel Capital Management
Arkansas
$121K
UCB
115
United Community Bank
South Carolina
$120K +$2.61K +383 +2%
CA
116
CoreCap Advisors
Michigan
$119K +$381 +56 +0.3%
KA
117
Kovack Advisors
Florida
$118K +$118K +17,391 New
TSS
118
Two Sigma Securities
New York
$117K +$117K +17,229 New
LIG
119
Lokken Investment Group
Delaware
$115K -$13.6K -1,999 -11%
SWA
120
Sax Wealth Advisors
New Jersey
$114K
AWE
121
Avidian Wealth Enterprises
Texas
$112K +$1.47K +216 +1%
C
122
Certuity
Florida
$112K +$2.44K +358 +2%
WP
123
WealthShield Partners
North Carolina
$110K -$70.4K -10,342 -39%
WB
124
Webster Bank
Connecticut
$108K
CPRC
125
Consolidated Portfolio Review Corp
New York
$105K -$12.1K -1,771 -10%