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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M 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, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$82.7K
WIA
152
World Investment Advisors
California
$77.3K +$80.5K +12,195 New
EWA
153
EverSource Wealth Advisors
Alabama
$76.1K
FWM
154
FMB Wealth Management
California
$74.3K
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$71.8K
SWM
156
Silverlake Wealth Management
Vermont
$70.2K
ATPW
157
Ashton Thomas Private Wealth
Arizona
$69.5K
HSA
158
HBK Sorce Advisory
Pennsylvania
$69.4K +$991 +150 +1%
FA
159
Fiduciary Alliance
South Carolina
$69.1K -$13.5K -2,042 -16%
MWM
160
Meridian Wealth Management
Kentucky
$68.8K
AWM
161
Apollon Wealth Management
South Carolina
$66.1K
MA
162
Mutual Advisors
Nebraska
$66K -$22.4K -3,391 -24%
SF
163
Summit Financial
New Jersey
$63.9K +$528 +80 +0.8%
AWM
164
AE Wealth Management
Kansas
$63.5K +$66.2K +10,020 New
MFG
165
Merit Financial Group
Georgia
$63.5K -$4.63K -701 -7%
Comerica Bank
166
Comerica Bank
Texas
$51K +$1.22K +185 +2%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$48.7K +$7.17K +1,086 +16%
HBW
168
Hazlett, Burt & Watson
West Virginia
$48K
CBT
169
Crews Bank & Trust
Florida
$45.3K
WA
170
Westfuller Advisors
New York
$42.9K +$44.7K +6,766 New
NWM
171
Nova Wealth Management
Florida
$40.3K
EB
172
Eastern Bank
Massachusetts
$39.9K +$41.6K +6,300 New
AAS
173
Ameritas Advisory Services
Nebraska
$38.5K -$16.4K -2,489 -29%
SIS
174
Sound Income Strategies
Florida
$25.7K +$26.6K +4,029 New
WSFS
175
Wilmington Savings Fund Society
Delaware
$25.4K