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Liberty All-Star Equity Fund

186 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, 68 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
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
KFA
126
Kapstone Financial Advisors
Ohio
$103K
PWA
127
Primoris Wealth Advisors
Florida
$103K
GLLW
128
Graves Light Lenhart Wealth
Virginia
$102K
KIM
129
Kane Investment Management
California
$101K
GSWM
130
Golden State Wealth Management
California
$98.7K
FFA
131
Farther Finance Advisors
California
$97.2K
MAG
132
MRA Advisory Group
New Jersey
$95.5K
MA
133
Mutual Advisors
Nebraska
$92.5K
SDAM
134
Shulman DeMeo Asset Management
New York
$90.9K
MSAM
135
Moloney Securities Asset Management
Missouri
$89.3K
VFA
136
Valeo Financial Advisors
Indiana
$88.9K
FA
137
Fiduciary Alliance
South Carolina
$88.1K
WI
138
Westbourne Investments
Virginia
$87.2K
EWA
139
EverSource Wealth Advisors
Alabama
$81.7K
SOS
140
Silver Oak Securities
Tennessee
$80K
FWM
141
FMB Wealth Management
California
$79.8K
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$77.1K
SWM
143
Silverlake Wealth Management
Vermont
$75.4K
ATPW
144
Ashton Thomas Private Wealth
Arizona
$74.7K
MWM
145
Meridian Wealth Management
Kentucky
$73.9K
HSA
146
HBK Sorce Advisory
Pennsylvania
$73.9K
MFG
147
Merit Financial Group
Georgia
$73K
AWM
148
Apollon Wealth Management
South Carolina
$71K
IWC
149
Integrated Wealth Concepts
Massachusetts
$70.1K
SF
150
Summit Financial
New Jersey
$68.1K