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Liberty All-Star Equity Fund

202 hedge funds and large institutions have $260M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$158K
LFAS
102
Level Four Advisory Services
Texas
$150K
P
103
&Partners
Tennessee
$147K
CAM
104
Concorde Asset Management
Michigan
$144K
NLWP
105
Next Level Wealth Planning
Idaho
$143K
AGA
106
Accuvest Global Advisors
Utah
$143K
CCP
107
Cushing Capital Partners
Wisconsin
$140K
FFA
108
Farther Finance Advisors
California
$139K
IA
109
Integrity Alliance
Iowa
$135K
OIA
110
OneDigital Investment Advisors
Kansas
$134K
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$131K
AC
112
AlphaCore Capital
California
$130K
RA
113
RFG Advisory
Alabama
$127K
VIPI
114
Vista Investment Partners II
Indiana
$126K
CA
115
CoreCap Advisors
Michigan
$124K
ISL
116
Ingalls & Snyder LLC
New York
$123K
US Bancorp
117
US Bancorp
Minnesota
$119K
SAM
118
Smith Asset Management
Florida
$118K
MWM
119
Manske Wealth Management
Texas
$117K
KFA
120
Kapstone Financial Advisors
Ohio
$117K
AA
121
Ancora Advisors
Ohio
$117K
BCMLT
122
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K
UCB
123
United Community Bank
South Carolina
$114K
MCM
124
Mendel Capital Management
Arkansas
$113K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$112K