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Liberty All-Star Equity Fund

208 hedge funds and large institutions have $262M 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
EWA
151
EverSource Wealth Advisors
Alabama
$76.1K
FWM
152
FMB Wealth Management
California
$74.3K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$71.8K
SWM
154
Silverlake Wealth Management
Vermont
$70.2K
ATPW
155
Ashton Thomas Private Wealth
Arizona
$69.5K
HSA
156
HBK Sorce Advisory
Pennsylvania
$69.4K
FA
157
Fiduciary Alliance
South Carolina
$69.1K
MWM
158
Meridian Wealth Management
Kentucky
$68.8K
AWM
159
Apollon Wealth Management
South Carolina
$66.1K
MA
160
Mutual Advisors
Nebraska
$66K
SF
161
Summit Financial
New Jersey
$63.9K
AWM
162
AE Wealth Management
Kansas
$63.5K
MFG
163
Merit Financial Group
Georgia
$63.5K
Comerica Bank
164
Comerica Bank
Texas
$51K
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$48.7K
HBW
166
Hazlett, Burt & Watson
West Virginia
$48K
CBT
167
Crews Bank & Trust
Florida
$45.3K
WA
168
Westfuller Advisors
New York
$42.9K
NWM
169
Nova Wealth Management
Florida
$40.3K
EB
170
Eastern Bank
Massachusetts
$39.9K
AAS
171
Ameritas Advisory Services
Nebraska
$38.5K
SIS
172
Sound Income Strategies
Florida
$25.7K
WSFS
173
Wilmington Savings Fund Society
Delaware
$25.4K
TRCT
174
Tower Research Capital (TRC)
New York
$23K
GA
175
GoalVest Advisory
New York
$19.5K