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Liberty All-Star Equity Fund

202 hedge funds and large institutions have $260M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$71.8K
SWM
152
Silverlake Wealth Management
Vermont
$70.2K
ATPW
153
Ashton Thomas Private Wealth
Arizona
$69.5K
HSA
154
HBK Sorce Advisory
Pennsylvania
$69.4K
FA
155
Fiduciary Alliance
South Carolina
$69.1K
MWM
156
Meridian Wealth Management
Kentucky
$68.8K
AWM
157
Apollon Wealth Management
South Carolina
$66.1K
MA
158
Mutual Advisors
Nebraska
$66K
SF
159
Summit Financial
New Jersey
$63.9K
AWM
160
AE Wealth Management
Kansas
$63.5K
MFG
161
Merit Financial Group
Georgia
$63.5K
Comerica Bank
162
Comerica Bank
Texas
$51K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$48.7K
HBW
164
Hazlett, Burt & Watson
West Virginia
$48K
CBT
165
Crews Bank & Trust
Florida
$45.3K
WA
166
Westfuller Advisors
New York
$42.9K
NWM
167
Nova Wealth Management
Florida
$40.3K
EB
168
Eastern Bank
Massachusetts
$39.9K
AAS
169
Ameritas Advisory Services
Nebraska
$38.5K
SIS
170
Sound Income Strategies
Florida
$25.7K
WSFS
171
Wilmington Savings Fund Society
Delaware
$25.4K
TRCT
172
Tower Research Capital (TRC)
New York
$23K
GA
173
GoalVest Advisory
New York
$19.5K
HI
174
Hoey Investments
Pennsylvania
$19.4K
BTI
175
Blue Trust Inc
Georgia
$19.2K