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Liberty All-Star Equity Fund

188 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, 69 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
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
SAM
112
Smith Asset Management
Florida
$127K
MWM
113
Manske Wealth Management
Texas
$126K
BCMLT
114
Beacon Capital Management LLC (Tennessee)
Tennessee
$124K
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$123K
MCM
116
Mendel Capital Management
Arkansas
$121K
UCB
117
United Community Bank
South Carolina
$120K
CA
118
CoreCap Advisors
Michigan
$119K
KA
119
Kovack Advisors
Florida
$118K
TSS
120
Two Sigma Securities
New York
$117K
LIG
121
Lokken Investment Group
Delaware
$115K
SWA
122
Sax Wealth Advisors
New Jersey
$114K
AWE
123
Avidian Wealth Enterprises
Texas
$112K
C
124
Certuity
Florida
$112K
WP
125
WealthShield Partners
North Carolina
$110K