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Liberty All-Star Equity Fund

208 hedge funds and large institutions have $263M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
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
WIA
151
World Investment Advisors
California
$77.3K
EWA
152
EverSource Wealth Advisors
Alabama
$76.1K
FWM
153
FMB Wealth Management
California
$74.3K
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$71.8K
SWM
155
Silverlake Wealth Management
Vermont
$70.2K
ATPW
156
Ashton Thomas Private Wealth
Arizona
$69.5K
HSA
157
HBK Sorce Advisory
Pennsylvania
$69.4K
FA
158
Fiduciary Alliance
South Carolina
$69.1K
MWM
159
Meridian Wealth Management
Kentucky
$68.8K
AWM
160
Apollon Wealth Management
South Carolina
$66.1K
MA
161
Mutual Advisors
Nebraska
$66K
SF
162
Summit Financial
New Jersey
$63.9K
AWM
163
AE Wealth Management
Kansas
$63.5K
MFG
164
Merit Financial Group
Georgia
$63.5K
Comerica Bank
165
Comerica Bank
Texas
$51K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$48.7K
HBW
167
Hazlett, Burt & Watson
West Virginia
$48K
CBT
168
Crews Bank & Trust
Florida
$45.3K
WA
169
Westfuller Advisors
New York
$42.9K
NWM
170
Nova Wealth Management
Florida
$40.3K
EB
171
Eastern Bank
Massachusetts
$39.9K
AAS
172
Ameritas Advisory Services
Nebraska
$38.5K
SIS
173
Sound Income Strategies
Florida
$25.7K
WSFS
174
Wilmington Savings Fund Society
Delaware
$25.4K
TRCT
175
Tower Research Capital (TRC)
New York
$23K