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Liberty All-Star Equity Fund

208 hedge funds and large institutions have $262M 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, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
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
AQR Capital Management
101
AQR Capital Management
Connecticut
$163K
PFS
102
Prospera Financial Services
Texas
$162K
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
$158K
LFAS
104
Level Four Advisory Services
Texas
$150K
P
105
&Partners
Tennessee
$147K
CAM
106
Concorde Asset Management
Michigan
$144K
NLWP
107
Next Level Wealth Planning
Idaho
$143K
AGA
108
Accuvest Global Advisors
Utah
$143K
CCP
109
Cushing Capital Partners
Wisconsin
$140K
FFA
110
Farther Finance Advisors
California
$139K
IA
111
Integrity Alliance
Iowa
$135K
OIA
112
OneDigital Investment Advisors
Kansas
$134K
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$131K
AC
114
AlphaCore Capital
California
$130K
RA
115
RFG Advisory
Alabama
$127K
VIPI
116
Vista Investment Partners II
Indiana
$126K
CA
117
CoreCap Advisors
Michigan
$124K
ISL
118
Ingalls & Snyder LLC
New York
$123K
US Bancorp
119
US Bancorp
Minnesota
$119K
SAM
120
Smith Asset Management
Florida
$118K
MWM
121
Manske Wealth Management
Texas
$117K
KFA
122
Kapstone Financial Advisors
Ohio
$117K
AA
123
Ancora Advisors
Ohio
$117K
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K
UCB
125
United Community Bank
South Carolina
$114K