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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NLWP
126
Next Level Wealth Planning
Idaho
$142K
CCP
127
Cushing Capital Partners
Wisconsin
$138K
CAM
128
Concorde Asset Management
Michigan
$133K -$8.65K -1,390 -6%
IA
129
Integrity Alliance
Iowa
$129K -$4.86K -780 -4%
FFA
130
Farther Finance Advisors
California
$126K -$11.5K -1,854 -8%
KFA
131
Kapstone Financial Advisors
Ohio
$126K +$9.34K +1,500 +8%
VIPI
132
Vista Investment Partners II
Indiana
$125K
CA
133
CoreCap Advisors
Michigan
$123K +$6 +1 +0%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$123K -$6.87K -1,103 -5%
ISL
135
Ingalls & Snyder LLC
New York
$122K
US Bancorp
136
US Bancorp
Minnesota
$118K
SAM
137
Smith Asset Management
Florida
$117K
MWM
138
Manske Wealth Management
Texas
$116K
AA
139
Ancora Advisors
Ohio
$116K
BCMLT
140
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K
UCB
141
United Community Bank
South Carolina
$113K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$111K
RA
143
RFG Advisory
Alabama
$106K -$19.1K -3,073 -15%
C
144
Certuity
Florida
$106K
AWE
145
Avidian Wealth Enterprises
Texas
$105K
SWA
146
Sax Wealth Advisors
New Jersey
$105K
QPW
147
Quantum Private Wealth
Florida
$105K -$62.3K -10,000 -37%
WP
148
WealthShield Partners
North Carolina
$103K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$101K -$112 -18 -0.1%
HWMG
150
Harbour Wealth Management Group
South Carolina
$101K +$99.8K +16,035 New