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Liberty All-Star Equity Fund

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
74
Reduced
37
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
176
JPMorgan Chase & Co
New York
$1.87K +$1.87K +286 New
CWP
177
Concord Wealth Partners
Virginia
$1.8K +$1.8K +275 New
S
178
SignatureFD
Georgia
$1.19K
TRCT
179
Tower Research Capital (TRC)
New York
$655 +$655 +100 New
WA
180
WPG Advisers
Maryland
$590 -$23.4K -3,563 -98%
PTC
181
Private Trust Company
Ohio
$432 +$432 +66 New
CFB
182
Cullen/Frost Bankers
Texas
$183
HCM
183
Hollencrest Capital Management
California
$144
HI
184
Harbour Investments
Wisconsin
$45 -$1.72K -267 -97%
RIL
185
Rothschild Investment LLC
Illinois
$39
SIS
186
Sound Income Strategies
Florida
$3 -$3
Lido Advisors
187
Lido Advisors
California
-$1.24M -173,280 Closed
TI
188
TrueMark Investments
Illinois
-$415K -59,728 Closed
GS
189
GWN Securities
Florida
-$213K -29,739 Closed
GAA
190
Global Assets Advisory
Florida
-$160K -22,872 Closed
EWA
191
EP Wealth Advisors
California
-$155K -22,341 Closed
TSS
192
Two Sigma Securities
New York
-$146K -20,944 Closed
BOH
193
Bank of Hawaii
Hawaii
-$145K -20,864 Closed
MIC
194
Meridian Investment Counsel
California
-$82.7K -11,895 Closed
IAA
195
Independent Advisor Alliance
North Carolina
-$70K -10,073 Closed
BBHC
196
Brown Brothers Harriman & Co
New York
-$64.7K -9,304 Closed
T
197
Transce3nd
Texas
-$29.7K -4,277 Closed
SAM
198
Synergy Asset Management
Washington
-$13.1K -1,847 Closed
RCM
199
Raleigh Capital Management
North Carolina
-$11.8K -1,700 Closed
Jones Financial Companies
200
Jones Financial Companies
Missouri
-$8.71K -1,253 Closed