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Liberty All-Star Equity Fund

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
74
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
126
MRA Advisory Group
New Jersey
$89.9K +$4.28K +653 +5%
SDAM
127
Shulman DeMeo Asset Management
New York
$87.4K
MA
128
Mutual Advisors
Nebraska
$87.2K
CWC
129
Carolinas Wealth Consulting
North Carolina
$86.1K -$7 -1 -0%
MSAM
130
Moloney Securities Asset Management
Missouri
$84K +$4.02K +613 +5%
FFA
131
Farther Finance Advisors
California
$82.2K +$74.5K +11,290 +967%
AG
132
AmeriFlex Group
Nevada
$81.4K +$1.93K +294 +2%
Comerica Bank
133
Comerica Bank
Texas
$77K -$14.8K -2,265 -16%
FWM
134
FMB Wealth Management
California
$76.8K +$76.8K +11,719 New
ACI
135
Alpha Cubed Investments
California
$75.8K
SOS
136
Silver Oak Securities
Tennessee
$75.2K -$157K -24,059 -68%
SWM
137
Silverlake Wealth Management
Vermont
$72.5K
ATPW
138
Ashton Thomas Private Wealth
Arizona
$71.3K -$8.04K -1,228 -10%
MWM
139
Meridian Wealth Management
Kentucky
$71.1K
CAM
140
Concorde Asset Management
Michigan
$70.5K +$3.83K +600 +6%
Cerity Partners
141
Cerity Partners
New York
$70.3K +$2.4K +366 +4%
VCM
142
Virtue Capital Management
Tennessee
$69.6K +$69.6K +10,588 New
IWC
143
Integrated Wealth Concepts
Massachusetts
$68.4K +$891 +136 +1%
AWM
144
Apollon Wealth Management
South Carolina
$68.3K -$9.42K -1,438 -12%
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$67.3K
EWA
146
EverSource Wealth Advisors
Alabama
$65.5K
GWS
147
Greykasell Wealth Strategies
California
$57.1K +$57.1K +8,712 New
HBW
148
Hazlett, Burt & Watson
West Virginia
$50K
CBT
149
Crews Bank & Trust
Florida
$46.8K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$46.6K +$6.41K +978 +16%