USA icon

Liberty All-Star Equity Fund

222 hedge funds and large institutions have $349M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 64 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:

5.22% more ownership

Funds ownership: 15.25%20.47% (+5.2%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
222
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
AQR Capital Management
101
AQR Capital Management
Connecticut
$257K
TSS
102
Two Sigma Securities
New York
$250K
WAM
103
WealthTrust Asset Management
Florida
$237K
NS
104
NBC Securities
Alabama
$231K
QCIG
105
Quad-Cities Investment Group
Iowa
$221K
AWG
106
Altus Wealth Group
Colorado
$202K
APA
107
Astoria Portfolio Advisors
New York
$199K
PI
108
PFG Investments
New York
$193K
DWM
109
Dakota Wealth Management
Florida
$182K
OBWG
110
Onyx Bridge Wealth Group
New York
$182K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$175K
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$173K
SOS
113
Silver Oak Securities
Tennessee
$170K
EPW
114
Evolve Private Wealth
California
$169K
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$168K
CSP
116
Cary Street Partners
Virginia
$163K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$161K
PA
118
Procyon Advisors
Connecticut
$160K
AAS
119
Ameritas Advisory Services
Nebraska
$157K
B
120
Bensler
Washington
$156K
Fisher Asset Management
121
Fisher Asset Management
Washington
$150K
NLWP
122
Next Level Wealth Planning
Idaho
$142K
CCP
123
Cushing Capital Partners
Wisconsin
$138K
CAM
124
Concorde Asset Management
Michigan
$133K
IA
125
Integrity Alliance
Iowa
$129K