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Liberty All-Star Equity Fund

223 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, 65 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:

5.23% more ownership

Funds ownership: 15.25%20.49% (+5.2%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
223
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
OCM
151
One Capital Management
California
$97.4K
SI
152
Stephens Inc
Arkansas
$95.2K
GLLW
153
Graves Light Lenhart Wealth
Virginia
$94.2K
WB
154
Webster Bank
Connecticut
$93.8K
GSWM
155
Golden State Wealth Management
California
$93.5K
AG
156
AmeriFlex Group
Nevada
$93.1K
WIA
157
World Investment Advisors
California
$91.5K
SPIA
158
Steward Partners Investment Advisory
New York
$87.3K
MAG
159
MRA Advisory Group
New Jersey
$84.5K
SDAM
160
Shulman DeMeo Asset Management
New York
$83.8K
VFA
161
Valeo Financial Advisors
Indiana
$82K
SWP
162
Stratos Wealth Partners
Ohio
$81.7K
AOWM
163
Asset One Wealth Management
Washington
$81.4K
PWA
164
Primoris Wealth Advisors
Florida
$81.1K
MFG
165
Merit Financial Group
Georgia
$79.8K
EWA
166
EverSource Wealth Advisors
Alabama
$75.4K
DI
167
Decision Investments
California
$74.4K
FWI
168
Facet Wealth Inc
Maryland
$73.8K
FWM
169
FMB Wealth Management
California
$73.6K
CL
170
Choreo LLC
Illinois
$71.4K
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$71.1K
SF
172
Summit Financial
New Jersey
$70.3K
SWM
173
Silverlake Wealth Management
Vermont
$69.6K
FA
174
Fiduciary Alliance
South Carolina
$68.4K
MWM
175
Meridian Wealth Management
Kentucky
$68.1K