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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M 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, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
126
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K +$26 +4 +0%
UCB
127
United Community Bank
South Carolina
$114K +$3.16K +478 +3%
MCM
128
Mendel Capital Management
Arkansas
$113K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$112K +$101K +15,225 +614%
HF
130
HRT Financial
New York
$109K -$130K -19,628 -53%
C
131
Certuity
Florida
$107K +$2.95K +447 +3%
AWE
132
Avidian Wealth Enterprises
Texas
$106K +$1.78K +269 +2%
SWA
133
Sax Wealth Advisors
New Jersey
$106K
WP
134
WealthShield Partners
North Carolina
$104K +$1.85K +280 +2%
Truist Financial
135
Truist Financial
North Carolina
$102K -$66K -9,995 -38%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$102K +$106K +16,058 New
WB
137
Webster Bank
Connecticut
$101K
B
138
Bensler
Washington
$98.9K -$11.2M -1,691,382 -99%
GLLW
139
Graves Light Lenhart Wealth
Virginia
$95.1K
OWA
140
Octavia Wealth Advisors
Ohio
$95.1K +$99.1K +15,000 New
GSWM
141
Golden State Wealth Management
California
$94.4K +$2.61K +395 +3%
MOS
142
MGO One Seven
Ohio
$92.8K +$96.6K +14,632 New
SWP
143
Stratos Wealth Partners
Ohio
$92K -$134K -20,337 -58%
MAG
144
MRA Advisory Group
New Jersey
$91.3K +$2.52K +382 +3%
TI
145
TrueMark Investments
Illinois
$90.2K +$94K +14,226 New
OCM
146
One Capital Management
California
$89.9K +$93.6K +14,180 New
SOS
147
Silver Oak Securities
Tennessee
$86.8K +$12.8K +1,944 +17%
PWA
148
Primoris Wealth Advisors
Florida
$85.6K -$10.3K -1,560 -10%
MSAM
149
Moloney Securities Asset Management
Missouri
$85.4K +$2.36K +357 +3%
SDAM
150
Shulman DeMeo Asset Management
New York
$84.6K