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Liberty All-Star Equity Fund

188 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
BWL
176
Bogart Wealth LLC
Virginia
$6.81K
TJHA
177
Thomas J. Herzfeld Advisors
Florida
$5.46K
FUBT
178
First United Bank & Trust
Maryland
$4.27K
BWAM
179
Boyd Watterson Asset Management
Ohio
$3.4K
PA
180
Parallel Advisors
California
$3.29K
CWP
181
Concord Wealth Partners
Virginia
$1.87K
S
182
SignatureFD
Georgia
$1.23K
WA
183
WPG Advisers
Maryland
$620
PTC
184
Private Trust Company
Ohio
$449
TRCT
185
Tower Research Capital (TRC)
New York
$443
HCM
186
Hollencrest Capital Management
California
$150
HI
187
Harbour Investments
Wisconsin
$48
RIL
188
Rothschild Investment LLC
Illinois
$41
SIS
189
Sound Income Strategies
Florida
$3
JP Morgan Chase
190
JP Morgan Chase
New York
$1
IA
191
Integrity Alliance
Iowa
ARC
192
Advisor Resource Council
Texas
VBWMG
193
Von Berge Wealth Management Group
California
CCM
194
Canal Capital Management
Virginia
OWA
195
Octavia Wealth Advisors
Ohio
CWC
196
Carolinas Wealth Consulting
North Carolina
AG
197
AmeriFlex Group
Nevada
ACI
198
Alpha Cubed Investments
California
Cerity Partners
199
Cerity Partners
New York
VCM
200
Virtue Capital Management
Tennessee