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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $304M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
XT
151
XTX Topco
Cayman Islands
$81.2K
SG
152
StoneX Group
New York
$79.3K
MAG
153
MRA Advisory Group
New Jersey
$79.2K
SWP
154
Stratos Wealth Partners
Ohio
$76.1K
SDAM
155
Shulman DeMeo Asset Management
New York
$74.1K
KFA
156
Kapstone Financial Advisors
Ohio
$72.5K
PWA
157
Primoris Wealth Advisors
Florida
$69.4K
BRWM
158
Blue Rock Wealth Management
North Carolina
$69.4K
B
159
Bensler
Washington
$67.7K
MOS
160
MGO One Seven
Ohio
$66.7K
EWA
161
EverSource Wealth Advisors
Alabama
$66.6K
DI
162
Decision Investments
California
$66K
FWM
163
FMB Wealth Management
California
$65K
FA
164
Fiduciary Alliance
South Carolina
$64.4K
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$63.9K
OIA
166
OneDigital Investment Advisors
Kansas
$63.7K
CBU
167
CIBC Bancorp USA
Illinois
$62.9K
AIS
168
Accredited Investor Services
Minnesota
$62.2K
SWM
169
Silverlake Wealth Management
Vermont
$61.5K
CCM
170
Canal Capital Management
Virginia
$60.5K
MWM
171
Meridian Wealth Management
Kentucky
$60.2K
GVAG
172
Great Valley Advisor Group
Delaware
$59.8K
IAS
173
Integrity Advisory Solutions
Texas
$59.2K
IAG
174
Investmark Advisory Group
Connecticut
$57.9K
AWM
175
Apollon Wealth Management
South Carolina
$57.9K