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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
126
Ingalls & Snyder LLC
New York
$108K
UCB
127
United Community Bank
South Carolina
$106K +$6.28K +1,050 +6%
AA
128
Ancora Advisors
Ohio
$106K +$3.78K +633 +3%
SWA
129
Sax Wealth Advisors
New Jersey
$105K
SAM
130
Smith Asset Management
Florida
$103K -$592 -99 -0.5%
MWM
131
Manske Wealth Management
Texas
$103K
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K +$60 +10 +0.1%
C
133
Certuity
Florida
$98.9K +$5.86K +980 +6%
Millennium Management
134
Millennium Management
New York
$98.6K -$558K -93,277 -84%
MCM
135
Mendel Capital Management
Arkansas
$98.5K +$106K +17,750 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$98.3K
AWE
137
Avidian Wealth Enterprises
Texas
$96.4K +$3.53K +590 +4%
RA
138
RFG Advisory
Alabama
$93.8K
QPW
139
Quantum Private Wealth
Florida
$92.8K
AC
140
AlphaCore Capital
California
$92.2K +$6.38K +1,067 +7%
WP
141
WealthShield Partners
North Carolina
$91.3K +$550 +92 +0.6%
HWMG
142
Harbour Wealth Management Group
South Carolina
$89.5K +$544 +91 +0.6%
SI
143
Stephens Inc
Arkansas
$88.7K +$4.82K +807 +5%
GSWM
144
Golden State Wealth Management
California
$87.5K +$5.18K +867 +6%
AG
145
AmeriFlex Group
Nevada
$87K +$5.13K +858 +6%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$86K -$24.3K -4,064 -21%
CFSG
147
Community Financial Services Group
Vermont
$85.1K +$90.4K +15,118 New
GLLW
148
Graves Light Lenhart Wealth
Virginia
$83.3K
WB
149
Webster Bank
Connecticut
$82.9K
OCM
150
One Capital Management
California
$82.8K -$3.53K -590 -4%