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Liberty All-Star Equity Fund
USA

Overview Fund Activity

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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Readystate Asset Management
Illinois
+$4.05M
2
SFS
Shaker Financial Services
Virginia
+$3.29M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.43M
4
LPL Financial
LPL Financial
California
+$1.14M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.37M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$595K
4
UBS Group
UBS Group
Switzerland
-$536K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
126
Kapstone Financial Advisors
Ohio
$103K +$103K +15,091 New
PWA
127
Primoris Wealth Advisors
Florida
$103K -$23.6K -3,469 -19%
GLLW
128
Graves Light Lenhart Wealth
Virginia
$102K – – –
KIM
129
Kane Investment Management
California
$101K -$56.6K -8,307 -36%
GSWM
130
Golden State Wealth Management
California
$98.7K +$2.15K +316 +2%
FFA
131
Farther Finance Advisors
California
$97.2K +$12.3K +1,812 +15%
MAG
132
MRA Advisory Group
New Jersey
$95.5K +$2.07K +304 +2%
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 +$1.95K +287 +2%
VFA
136
Valeo Financial Advisors
Indiana
$88.9K +$88.9K +13,050 New
FA
137
Fiduciary Alliance
South Carolina
$88.1K -$15.4K -2,264 -15%
WI
138
Westbourne Investments
Virginia
$87.2K +$87.2K +12,800 New
EWA
139
EverSource Wealth Advisors
Alabama
$81.7K +$13.6K +2,000 +20%
SOS
140
Silver Oak Securities
Tennessee
$80K +$1.73K +254 +2%
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 +$572 +84 +0.8%
MWM
145
Meridian Wealth Management
Kentucky
$73.9K – – –
HSA
146
HBK Sorce Advisory
Pennsylvania
$73.9K +$73.9K +10,850 New
MFG
147
Merit Financial Group
Georgia
$73K +$73K +10,713 New
AWM
148
Apollon Wealth Management
South Carolina
$71K – – –
IWC
149
Integrated Wealth Concepts
Massachusetts
$70.1K -$926 -136 -1%
SF
150
Summit Financial
New Jersey
$68.1K +$68.1K +10,005 New
4 5
6
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