USA icon

Liberty All-Star Equity Fund

208 hedge funds and large institutions have $262M 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
MCM
126
Mendel Capital Management
Arkansas
$113K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$112K
HF
128
HRT Financial
New York
$109K
C
129
Certuity
Florida
$107K
AWE
130
Avidian Wealth Enterprises
Texas
$106K
SWA
131
Sax Wealth Advisors
New Jersey
$106K
WP
132
WealthShield Partners
North Carolina
$104K
Truist Financial
133
Truist Financial
North Carolina
$102K
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$102K
WB
135
Webster Bank
Connecticut
$101K
B
136
Bensler
Washington
$98.9K
GLLW
137
Graves Light Lenhart Wealth
Virginia
$95.1K
OWA
138
Octavia Wealth Advisors
Ohio
$95.1K
GSWM
139
Golden State Wealth Management
California
$94.4K
MOS
140
MGO One Seven
Ohio
$92.8K
SWP
141
Stratos Wealth Partners
Ohio
$92K
MAG
142
MRA Advisory Group
New Jersey
$91.3K
TI
143
TrueMark Investments
Illinois
$90.2K
OCM
144
One Capital Management
California
$89.9K
SOS
145
Silver Oak Securities
Tennessee
$86.8K
PWA
146
Primoris Wealth Advisors
Florida
$85.6K
MSAM
147
Moloney Securities Asset Management
Missouri
$85.4K
SDAM
148
Shulman DeMeo Asset Management
New York
$84.6K
VFA
149
Valeo Financial Advisors
Indiana
$82.7K
WIA
150
World Investment Advisors
California
$77.3K