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Liberty All-Star Equity Fund

202 hedge funds and large institutions have $260M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
HF
126
HRT Financial
New York
$109K
C
127
Certuity
Florida
$107K
AWE
128
Avidian Wealth Enterprises
Texas
$106K
SWA
129
Sax Wealth Advisors
New Jersey
$106K
WP
130
WealthShield Partners
North Carolina
$104K
Truist Financial
131
Truist Financial
North Carolina
$102K
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$102K
WB
133
Webster Bank
Connecticut
$101K
B
134
Bensler
Washington
$98.9K
GLLW
135
Graves Light Lenhart Wealth
Virginia
$95.1K
OWA
136
Octavia Wealth Advisors
Ohio
$95.1K
GSWM
137
Golden State Wealth Management
California
$94.4K
MOS
138
MGO One Seven
Ohio
$92.8K
SWP
139
Stratos Wealth Partners
Ohio
$92K
MAG
140
MRA Advisory Group
New Jersey
$91.3K
TI
141
TrueMark Investments
Illinois
$90.2K
OCM
142
One Capital Management
California
$89.9K
SOS
143
Silver Oak Securities
Tennessee
$86.8K
PWA
144
Primoris Wealth Advisors
Florida
$85.6K
MSAM
145
Moloney Securities Asset Management
Missouri
$85.4K
SDAM
146
Shulman DeMeo Asset Management
New York
$84.6K
VFA
147
Valeo Financial Advisors
Indiana
$82.7K
WIA
148
World Investment Advisors
California
$77.3K
EWA
149
EverSource Wealth Advisors
Alabama
$76.1K
FWM
150
FMB Wealth Management
California
$74.3K