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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
101
NBC Securities
Alabama
$216K +$12.1K +2,032 +6%
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$207K +$62.3K +10,416 +39%
Northern Trust
103
Northern Trust
Illinois
$198K +$213K +35,638 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$192K +$54.1K +9,054 +35%
CL
105
Choreo LLC
Illinois
$185K +$133K +22,277 +203%
AWG
106
Altus Wealth Group
Colorado
$176K -$2.21K -370 -1%
SOS
107
Silver Oak Securities
Tennessee
$176K +$29.3K +4,903 +18%
QCIG
108
Quad-Cities Investment Group
Iowa
$172K -$24.4K -4,078 -12%
OBWG
109
Onyx Bridge Wealth Group
New York
$172K +$11.9K +1,997 +7%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$159K -$215K -35,954 -56%
APA
111
Astoria Portfolio Advisors
New York
$158K -$37.2K -6,224 -19%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$152K
CSP
113
Cary Street Partners
Virginia
$144K
TCM
114
Triumph Capital Management
Colorado
$144K -$223K -37,392 -59%
PA
115
Procyon Advisors
Connecticut
$139K -$2.68K -448 -2%
AAS
116
Ameritas Advisory Services
Nebraska
$139K
NLWP
117
Next Level Wealth Planning
Idaho
$125K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$124K -$128K -21,442 -49%
CCP
119
Cushing Capital Partners
Wisconsin
$122K
MFG
120
Merit Financial Group
Georgia
$118K +$51.1K +8,546 +67%
FFA
121
Farther Finance Advisors
California
$116K +$2.79K +466 +2%
HIP
122
HUB Investment Partners
Texas
$115K +$124K +20,764 New
IA
123
Integrity Alliance
Iowa
$115K +$1.15K +192 +0.9%
CA
124
CoreCap Advisors
Michigan
$109K +$926 +155 +0.8%
VIPI
125
Vista Investment Partners II
Indiana
$108K -$2.09K -350 -2%