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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

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

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
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$274K -$12.5K -2,000 -4%
NAS
102
NWF Advisory Services
California
$265K -$89.6K -14,394 -25%
BEI
103
Benjamin Edwards Inc
Missouri
$261K -$10.9K -1,758 -4%
BPA
104
Beacon Pointe Advisors
California
$260K +$1.92K +308 +0.8%
AQR Capital Management
105
AQR Capital Management
Connecticut
$257K +$94.8K +15,225 +59%
TSS
106
Two Sigma Securities
New York
$250K -$2.28K -366 -0.9%
WAM
107
WealthTrust Asset Management
Florida
$237K -$301K -48,401 -56%
NS
108
NBC Securities
Alabama
$231K -$9.79K -1,572 -4%
QCIG
109
Quad-Cities Investment Group
Iowa
$221K
AWG
110
Altus Wealth Group
Colorado
$202K
APA
111
Astoria Portfolio Advisors
New York
$199K +$7.71K +1,239 +4%
PI
112
PFG Investments
New York
$193K -$201K -32,203 -51%
DWM
113
Dakota Wealth Management
Florida
$182K +$181K +29,055 New
OBWG
114
Onyx Bridge Wealth Group
New York
$182K +$529 +85 +0.3%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$175K -$984 -158 -0.6%
Focus Partners Wealth
116
Focus Partners Wealth
Massachusetts
$173K +$171K +27,460 New
SOS
117
Silver Oak Securities
Tennessee
$170K +$81.6K +13,106 +96%
EPW
118
Evolve Private Wealth
California
$169K +$165K +26,436 New
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$168K +$167K +26,800 New
CSP
120
Cary Street Partners
Virginia
$163K
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$161K -$14.9K -2,399 -9%
PA
122
Procyon Advisors
Connecticut
$160K +$159K +25,473 New
AAS
123
Ameritas Advisory Services
Nebraska
$157K +$118K +18,905 +311%
B
124
Bensler
Washington
$156K +$57.2K +9,189 +59%
Fisher Asset Management
125
Fisher Asset Management
Washington
$150K +$148K +23,828 New