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Liberty All-Star Equity Fund

183 hedge funds and large institutions have $233M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
67
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWP
176
Concord Wealth Partners
Virginia
$1.87K 275
S
177
SignatureFD
Georgia
$1.23K 181
WA
178
WPG Advisers
Maryland
$620 91 +1 +1%
PTC
179
Private Trust Company
Ohio
$449 66
TRCT
180
Tower Research Capital (TRC)
New York
$443 65 -35 -35%
HCM
181
Hollencrest Capital Management
California
$150 22
HI
182
Harbour Investments
Wisconsin
$48 7
RIL
183
Rothschild Investment LLC
Illinois
$41 6
SIS
184
Sound Income Strategies
Florida
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
-286 Closed
IA
186
Integrity Alliance
Iowa
-44,943 Closed
ARC
187
Advisor Resource Council
Texas
-38,302 Closed
VBWMG
188
Von Berge Wealth Management Group
California
-22,532 Closed
OWA
189
Octavia Wealth Advisors
Ohio
-15,000 Closed
CWC
190
Carolinas Wealth Consulting
North Carolina
-13,149 Closed
AG
191
AmeriFlex Group
Nevada
-12,428 Closed
ACI
192
Alpha Cubed Investments
California
-11,570 Closed
Cerity Partners
193
Cerity Partners
New York
-10,733 Closed
VCM
194
Virtue Capital Management
Tennessee
-10,588 Closed
GWS
195
Greykasell Wealth Strategies
California
-8,712 Closed
US Bancorp
196
US Bancorp
Minnesota
-6,500 Closed
RAM
197
Riggs Asset Management
Pennsylvania
-1,500 Closed
KFI
198
Key Financial Inc
Pennsylvania
-1,482 Closed
CFB
199
Cullen/Frost Bankers
Texas
-28 Closed
AW
200
Avion Wealth
Texas
$0 100