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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AWM
101
Avior Wealth Management
Nebraska
$274K
NAS
102
NWF Advisory Services
California
$265K
BEI
103
Benjamin Edwards Inc
Missouri
$261K
BPA
104
Beacon Pointe Advisors
California
$260K
AQR Capital Management
105
AQR Capital Management
Connecticut
$257K
TSS
106
Two Sigma Securities
New York
$250K
WAM
107
WealthTrust Asset Management
Florida
$237K
NS
108
NBC Securities
Alabama
$231K
QCIG
109
Quad-Cities Investment Group
Iowa
$221K
AWG
110
Altus Wealth Group
Colorado
$202K
APA
111
Astoria Portfolio Advisors
New York
$199K
PI
112
PFG Investments
New York
$193K
DWM
113
Dakota Wealth Management
Florida
$182K
OBWG
114
Onyx Bridge Wealth Group
New York
$182K
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$175K
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$173K
SOS
117
Silver Oak Securities
Tennessee
$170K
EPW
118
Evolve Private Wealth
California
$169K
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$168K
CSP
120
Cary Street Partners
Virginia
$163K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$161K
PA
122
Procyon Advisors
Connecticut
$160K
AAS
123
Ameritas Advisory Services
Nebraska
$157K
B
124
Bensler
Washington
$156K
Fisher Asset Management
125
Fisher Asset Management
Washington
$150K