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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
151
AlphaCore Capital
California
$100K -$31.1K -5,000 -24%
OIA
152
OneDigital Investment Advisors
Kansas
$99.1K -$33K -5,300 -25%
MOS
153
MGO One Seven
Ohio
$97.4K +$5.44K +873 +6%
OCM
154
One Capital Management
California
$97.4K +$8.25K +1,325 +9%
SI
155
Stephens Inc
Arkansas
$95.2K -$78.1K -12,538 -45%
GLLW
156
Graves Light Lenhart Wealth
Virginia
$94.2K
WB
157
Webster Bank
Connecticut
$93.8K -$6.01K -965 -6%
GSWM
158
Golden State Wealth Management
California
$93.5K
AG
159
AmeriFlex Group
Nevada
$93.1K -$71.6K -11,501 -44%
WIA
160
World Investment Advisors
California
$91.5K +$14.8K +2,375 +19%
SPIA
161
Steward Partners Investment Advisory
New York
$87.3K -$186K -29,876 -68%
MAG
162
MRA Advisory Group
New Jersey
$84.5K -$5.93K -953 -7%
SDAM
163
Shulman DeMeo Asset Management
New York
$83.8K
VFA
164
Valeo Financial Advisors
Indiana
$82K
SWP
165
Stratos Wealth Partners
Ohio
$81.7K -$9.34K -1,500 -10%
AOWM
166
Asset One Wealth Management
Washington
$81.4K +$83.6K +13,418 New
PWA
167
Primoris Wealth Advisors
Florida
$81.1K -$3.63K -583 -4%
MFG
168
Merit Financial Group
Georgia
$79.8K +$16.8K +2,701 +27%
EWA
169
EverSource Wealth Advisors
Alabama
$75.4K
DI
170
Decision Investments
California
$74.4K +$73.7K +11,840 New
FWI
171
Facet Wealth Inc
Maryland
$73.8K +$75.3K +12,097 New
FWM
172
FMB Wealth Management
California
$73.6K
CL
173
Choreo LLC
Illinois
$71.4K +$68.3K +10,969 New
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$71.1K
SF
175
Summit Financial
New Jersey
$70.3K +$6.73K +1,081 +11%