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Liberty All-Star Equity Fund

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
74
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$42.6K +$27K +4,118 +173%
NWM
152
Nova Wealth Management
Florida
$41.7K
SHIM
153
Stone House Investment Management
Pennsylvania
$27.7K +$27.7K +4,236 New
WSFS
154
Wilmington Savings Fund Society
Delaware
$26.2K
GA
155
GoalVest Advisory
New York
$23.6K
HI
156
Hoey Investments
Pennsylvania
$20K
AF
157
Allworth Financial
California
$17.6K +$163 +26 +0.9%
IA
158
IFP Advisors
Florida
$16.5K +$786 +120 +5%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$16K +$265 +41 +2%
HWA
160
HHM Wealth Advisors
Tennessee
$15.7K
CB
161
Community Bank
New York
$15.7K
AF
162
Advisornet Financial
Minnesota
$15.3K
RF
163
Rossby Financial
Florida
$14.5K +$14.5K +2,296 New
PW
164
Pandora Wealth
Illinois
$14.2K +$14.2K +2,166 New
AWM
165
AllSquare Wealth Management
New York
$12.9K +$609 +93 +5%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K
RAM
167
Riggs Asset Management
Pennsylvania
$9.83K +$9.83K +1,500 New
KFI
168
Key Financial Inc
Pennsylvania
$9.71K +$458 +70 +5%
AssetMark Inc
169
AssetMark Inc
California
$7.35K
CA
170
Clearstead Advisors
Ohio
$6.73K
BWL
171
Bogart Wealth LLC
Virginia
$6.55K
TJHA
172
Thomas J. Herzfeld Advisors
Florida
$5.14K +$249 +38 +5%
FUBT
173
First United Bank & Trust
Maryland
$4.11K
BWAM
174
Boyd Watterson Asset Management
Ohio
$3.28K
PA
175
Parallel Advisors
California
$3.17K