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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
WB
126
Webster Bank
Connecticut
$108K
CPRC
127
Consolidated Portfolio Review Corp
New York
$105K
KFA
128
Kapstone Financial Advisors
Ohio
$103K
PWA
129
Primoris Wealth Advisors
Florida
$103K
GLLW
130
Graves Light Lenhart Wealth
Virginia
$102K
KIM
131
Kane Investment Management
California
$101K
GSWM
132
Golden State Wealth Management
California
$98.7K
FFA
133
Farther Finance Advisors
California
$97.2K
MAG
134
MRA Advisory Group
New Jersey
$95.5K
MA
135
Mutual Advisors
Nebraska
$92.5K
SDAM
136
Shulman DeMeo Asset Management
New York
$90.9K
MSAM
137
Moloney Securities Asset Management
Missouri
$89.3K
VFA
138
Valeo Financial Advisors
Indiana
$88.9K
FA
139
Fiduciary Alliance
South Carolina
$88.1K
WI
140
Westbourne Investments
Virginia
$87.2K
EWA
141
EverSource Wealth Advisors
Alabama
$81.7K
SOS
142
Silver Oak Securities
Tennessee
$80K
FWM
143
FMB Wealth Management
California
$79.8K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$77.1K
SWM
145
Silverlake Wealth Management
Vermont
$75.4K
ATPW
146
Ashton Thomas Private Wealth
Arizona
$74.7K
MWM
147
Meridian Wealth Management
Kentucky
$73.9K
HSA
148
HBK Sorce Advisory
Pennsylvania
$73.9K
MFG
149
Merit Financial Group
Georgia
$73K
AWM
150
Apollon Wealth Management
South Carolina
$71K