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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
151
Concorde Asset Management
Michigan
$82.4K -$37.6K -6,290 -30%
XT
152
XTX Topco
Cayman Islands
$81.2K -$1.4M -233,438 -94%
SG
153
StoneX Group
New York
$79.3K -$411K -68,844 -83%
MAG
154
MRA Advisory Group
New Jersey
$79.2K +$4.83K +809 +6%
SWP
155
Stratos Wealth Partners
Ohio
$76.1K +$4.18K +700 +5%
SDAM
156
Shulman DeMeo Asset Management
New York
$74.1K
KFA
157
Kapstone Financial Advisors
Ohio
$72.5K -$41.5K -6,936 -35%
PWA
158
Primoris Wealth Advisors
Florida
$69.4K -$2.47K -413 -3%
BRWM
159
Blue Rock Wealth Management
North Carolina
$69.4K +$14.9K +2,500 +25%
B
160
Bensler
Washington
$67.7K -$75.3K -12,594 -51%
MOS
161
MGO One Seven
Ohio
$66.7K -$20.8K -3,486 -22%
EWA
162
EverSource Wealth Advisors
Alabama
$66.6K
DI
163
Decision Investments
California
$66K +$299 +50 +0.4%
FWM
164
FMB Wealth Management
California
$65K
FA
165
Fiduciary Alliance
South Carolina
$64.4K
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$63.9K -$27K -4,519 -28%
OIA
167
OneDigital Investment Advisors
Kansas
$63.7K -$25.7K -4,300 -27%
CBU
168
CIBC Bancorp USA
Illinois
$62.9K +$67.7K +11,325 New
AIS
169
Accredited Investor Services
Minnesota
$62.2K +$67K +11,214 New
SWM
170
Silverlake Wealth Management
Vermont
$61.5K
CCM
171
Canal Capital Management
Virginia
$60.5K +$65.1K +10,900 New
MWM
172
Meridian Wealth Management
Kentucky
$60.2K
GVAG
173
Great Valley Advisor Group
Delaware
$59.8K +$64.4K +10,770 New
IAS
174
Integrity Advisory Solutions
Texas
$59.2K +$63.8K +10,667 New
IAG
175
Investmark Advisory Group
Connecticut
$57.9K +$62.4K +10,436 New