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Liberty All-Star Equity Fund

223 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, 65 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:

5.23% more ownership

Funds ownership: 15.25%20.49% (+5.2%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
223
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
BPA
101
Beacon Pointe Advisors
California
$260K
AQR Capital Management
102
AQR Capital Management
Connecticut
$257K
TSS
103
Two Sigma Securities
New York
$250K
WAM
104
WealthTrust Asset Management
Florida
$237K
NS
105
NBC Securities
Alabama
$231K
QCIG
106
Quad-Cities Investment Group
Iowa
$221K
AWG
107
Altus Wealth Group
Colorado
$202K
APA
108
Astoria Portfolio Advisors
New York
$199K
PI
109
PFG Investments
New York
$193K
DWM
110
Dakota Wealth Management
Florida
$182K
OBWG
111
Onyx Bridge Wealth Group
New York
$182K
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$175K
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$173K
SOS
114
Silver Oak Securities
Tennessee
$170K
EPW
115
Evolve Private Wealth
California
$169K
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$168K
CSP
117
Cary Street Partners
Virginia
$163K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$161K
PA
119
Procyon Advisors
Connecticut
$160K
AAS
120
Ameritas Advisory Services
Nebraska
$157K
B
121
Bensler
Washington
$156K
Fisher Asset Management
122
Fisher Asset Management
Washington
$150K
NLWP
123
Next Level Wealth Planning
Idaho
$142K
CCP
124
Cushing Capital Partners
Wisconsin
$138K
CAM
125
Concorde Asset Management
Michigan
$133K