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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
AmeriFlex Group
Nevada
$167K +$174K +26,320 New
CSP
102
Cary Street Partners
Virginia
$164K +$5.28K +800 +3%
AQR Capital Management
103
AQR Capital Management
Connecticut
$163K
PFS
104
Prospera Financial Services
Texas
$162K +$33.9K +5,138 +25%
Kovitz Investment Group Partners
105
Kovitz Investment Group Partners
Illinois
$158K
LFAS
106
Level Four Advisory Services
Texas
$150K +$4.34K +658 +3%
P
107
&Partners
Tennessee
$147K +$6.59K +998 +5%
CAM
108
Concorde Asset Management
Michigan
$144K +$149K +22,530 New
NLWP
109
Next Level Wealth Planning
Idaho
$143K
AGA
110
Accuvest Global Advisors
Utah
$143K
CCP
111
Cushing Capital Partners
Wisconsin
$140K
FFA
112
Farther Finance Advisors
California
$139K +$50.8K +7,686 +54%
IA
113
Integrity Alliance
Iowa
$135K +$141K +21,283 New
OIA
114
OneDigital Investment Advisors
Kansas
$134K +$1.98K +300 +1%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$131K -$11.5K -1,742 -8%
AC
116
AlphaCore Capital
California
$130K -$119K -18,019 -47%
RA
117
RFG Advisory
Alabama
$127K
VIPI
118
Vista Investment Partners II
Indiana
$126K +$131K +19,875 New
CA
119
CoreCap Advisors
Michigan
$124K +$13.5K +2,037 +12%
ISL
120
Ingalls & Snyder LLC
New York
$123K
US Bancorp
121
US Bancorp
Minnesota
$119K +$124K +18,714 New
SAM
122
Smith Asset Management
Florida
$118K
MWM
123
Manske Wealth Management
Texas
$117K
KFA
124
Kapstone Financial Advisors
Ohio
$117K +$22.5K +3,409 +23%
AA
125
Ancora Advisors
Ohio
$117K -$6.6K -1,000 -5%