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Liberty All-Star Equity Fund

186 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, 68 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
68
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
151
Ameritas Advisory Services
Nebraska
$58.3K -$141K -20,716 -71%
Comerica Bank
152
Comerica Bank
Texas
$53.5K -$26.5K -3,894 -33%
HBW
153
Hazlett, Burt & Watson
West Virginia
$52K
CBT
154
Crews Bank & Trust
Florida
$48.6K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$44.9K -$3.6K -528 -7%
NWM
156
Nova Wealth Management
Florida
$43.3K
BTI
157
Blue Trust Inc
Georgia
$29.6K +$29.6K +4,343 New
SHIM
158
Stone House Investment Management
Pennsylvania
$29.5K +$647 +95 +2%
WSFS
159
Wilmington Savings Fund Society
Delaware
$27.2K
GA
160
GoalVest Advisory
New York
$20.9K -$3.58K -525 -15%
HI
161
Hoey Investments
Pennsylvania
$20.8K
HNB
162
Hilltop National Bank
Wyoming
$19.5K +$19.5K +2,869 New
IA
163
IFP Advisors
Florida
$17.5K +$388 +57 +2%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$17K
HWA
165
HHM Wealth Advisors
Tennessee
$16.4K
CB
166
Community Bank
New York
$16.4K
AF
167
Advisornet Financial
Minnesota
$15.9K
RF
168
Rossby Financial
Florida
$15.6K
PW
169
Pandora Wealth
Illinois
$15.1K +$327 +48 +2%
AWM
170
AllSquare Wealth Management
New York
$13.7K +$293 +43 +2%
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
AssetMark Inc
172
AssetMark Inc
California
$7.64K
CA
173
Clearstead Advisors
Ohio
$7K
BWL
174
Bogart Wealth LLC
Virginia
$6.81K
TJHA
175
Thomas J. Herzfeld Advisors
Florida
$5.46K +$116 +17 +2%