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Liberty All-Star Equity Fund

222 hedge funds and large institutions have $349M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.22% more ownership

Funds ownership: 15.25%20.47% (+5.2%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FFA
126
Farther Finance Advisors
California
$126K
KFA
127
Kapstone Financial Advisors
Ohio
$126K
VIPI
128
Vista Investment Partners II
Indiana
$125K
CA
129
CoreCap Advisors
Michigan
$123K
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$123K
ISL
131
Ingalls & Snyder LLC
New York
$122K
US Bancorp
132
US Bancorp
Minnesota
$118K
SAM
133
Smith Asset Management
Florida
$117K
MWM
134
Manske Wealth Management
Texas
$116K
AA
135
Ancora Advisors
Ohio
$116K
BCMLT
136
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K
UCB
137
United Community Bank
South Carolina
$113K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$111K
RA
139
RFG Advisory
Alabama
$106K
C
140
Certuity
Florida
$106K
AWE
141
Avidian Wealth Enterprises
Texas
$105K
SWA
142
Sax Wealth Advisors
New Jersey
$105K
QPW
143
Quantum Private Wealth
Florida
$105K
WP
144
WealthShield Partners
North Carolina
$103K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$101K
HWMG
146
Harbour Wealth Management Group
South Carolina
$101K
AC
147
AlphaCore Capital
California
$100K
OIA
148
OneDigital Investment Advisors
Kansas
$99.1K
MOS
149
MGO One Seven
Ohio
$97.4K
OCM
150
One Capital Management
California
$97.4K