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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
IWC
151
Integrated Wealth Concepts
Massachusetts
$70.1K
SF
152
Summit Financial
New Jersey
$68.1K
AAS
153
Ameritas Advisory Services
Nebraska
$58.3K
Comerica Bank
154
Comerica Bank
Texas
$53.5K
HBW
155
Hazlett, Burt & Watson
West Virginia
$52K
CBT
156
Crews Bank & Trust
Florida
$48.6K
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$44.9K
NWM
158
Nova Wealth Management
Florida
$43.3K
BTI
159
Blue Trust Inc
Georgia
$29.6K
SHIM
160
Stone House Investment Management
Pennsylvania
$29.5K
WSFS
161
Wilmington Savings Fund Society
Delaware
$27.2K
GA
162
GoalVest Advisory
New York
$20.9K
HI
163
Hoey Investments
Pennsylvania
$20.8K
HNB
164
Hilltop National Bank
Wyoming
$19.5K
IA
165
IFP Advisors
Florida
$17.5K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$17K
HWA
167
HHM Wealth Advisors
Tennessee
$16.4K
CB
168
Community Bank
New York
$16.4K
AF
169
Advisornet Financial
Minnesota
$15.9K
RF
170
Rossby Financial
Florida
$15.6K
PW
171
Pandora Wealth
Illinois
$15.1K
AWM
172
AllSquare Wealth Management
New York
$13.7K
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
AssetMark Inc
174
AssetMark Inc
California
$7.64K
CA
175
Clearstead Advisors
Ohio
$7K