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Liberty All-Star Equity Fund

222 hedge funds and large institutions have $349M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.22% more ownership

Funds ownership: 15.25%20.47% (+5.2%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SI
151
Stephens Inc
Arkansas
$95.2K
GLLW
152
Graves Light Lenhart Wealth
Virginia
$94.2K
WB
153
Webster Bank
Connecticut
$93.8K
GSWM
154
Golden State Wealth Management
California
$93.5K
AG
155
AmeriFlex Group
Nevada
$93.1K
SPIA
156
Steward Partners Investment Advisory
New York
$87.3K
MAG
157
MRA Advisory Group
New Jersey
$84.5K
SDAM
158
Shulman DeMeo Asset Management
New York
$83.8K
VFA
159
Valeo Financial Advisors
Indiana
$82K
SWP
160
Stratos Wealth Partners
Ohio
$81.7K
AOWM
161
Asset One Wealth Management
Washington
$81.4K
PWA
162
Primoris Wealth Advisors
Florida
$81.1K
MFG
163
Merit Financial Group
Georgia
$79.8K
WIA
164
World Investment Advisors
California
$76.6K
EWA
165
EverSource Wealth Advisors
Alabama
$75.4K
DI
166
Decision Investments
California
$74.4K
FWI
167
Facet Wealth Inc
Maryland
$73.8K
FWM
168
FMB Wealth Management
California
$73.6K
CL
169
Choreo LLC
Illinois
$71.4K
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$71.1K
SF
171
Summit Financial
New Jersey
$70.3K
SWM
172
Silverlake Wealth Management
Vermont
$69.6K
FA
173
Fiduciary Alliance
South Carolina
$68.4K
MWM
174
Meridian Wealth Management
Kentucky
$68.1K
HSA
175
HBK Sorce Advisory
Pennsylvania
$66.5K