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Liberty All-Star Equity Fund

208 hedge funds and large institutions have $263M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
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
UCB
126
United Community Bank
South Carolina
$114K
MCM
127
Mendel Capital Management
Arkansas
$113K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$112K
HF
129
HRT Financial
New York
$109K
C
130
Certuity
Florida
$107K
AWE
131
Avidian Wealth Enterprises
Texas
$106K
SWA
132
Sax Wealth Advisors
New Jersey
$106K
WP
133
WealthShield Partners
North Carolina
$104K
Truist Financial
134
Truist Financial
North Carolina
$102K
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$102K
WB
136
Webster Bank
Connecticut
$101K
B
137
Bensler
Washington
$98.9K
GLLW
138
Graves Light Lenhart Wealth
Virginia
$95.1K
OWA
139
Octavia Wealth Advisors
Ohio
$95.1K
GSWM
140
Golden State Wealth Management
California
$94.4K
MOS
141
MGO One Seven
Ohio
$92.8K
SWP
142
Stratos Wealth Partners
Ohio
$92K
MAG
143
MRA Advisory Group
New Jersey
$91.3K
TI
144
TrueMark Investments
Illinois
$90.2K
OCM
145
One Capital Management
California
$89.9K
SOS
146
Silver Oak Securities
Tennessee
$86.8K
PWA
147
Primoris Wealth Advisors
Florida
$85.6K
MSAM
148
Moloney Securities Asset Management
Missouri
$85.4K
SDAM
149
Shulman DeMeo Asset Management
New York
$84.6K
VFA
150
Valeo Financial Advisors
Indiana
$82.7K