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Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 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, 68 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Readystate Asset Management
Illinois
+$4.05M
2
SFS
Shaker Financial Services
Virginia
+$3.29M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.43M
4
LPL Financial
LPL Financial
California
+$1.14M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.37M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$595K
4
UBS Group
UBS Group
Switzerland
-$536K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
FUBT
176
First United Bank & Trust
Maryland
$4.27K – – –
BWAM
177
Boyd Watterson Asset Management
Ohio
$3.41K – – –
PA
178
Parallel Advisors
California
$3.29K – – –
CWP
179
Concord Wealth Partners
Virginia
$1.87K – – –
S
180
SignatureFD
Georgia
$1.23K – – –
WA
181
WPG Advisers
Maryland
$620 +$7 +1 +1%
PTC
182
Private Trust Company
Ohio
$449 – – –
TRCT
183
Tower Research Capital (TRC)
New York
$443 -$239 -35 -35%
HCM
184
Hollencrest Capital Management
California
$150 – – –
HI
185
Harbour Investments
Wisconsin
$48 – – –
RIL
186
Rothschild Investment LLC
Illinois
$41 – – –
SIS
187
Sound Income Strategies
Florida
$3 -$3 – –
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$1 -$1.87K -286 Closed
IA
189
Integrity Alliance
Iowa
– -$294K -44,943 Closed
ARC
190
Advisor Resource Council
Texas
– -$251K -38,302 Closed
VBWMG
191
Von Berge Wealth Management Group
California
– -$141K -22,532 Closed
OWA
192
Octavia Wealth Advisors
Ohio
– -$98.3K -15,000 Closed
CWC
193
Carolinas Wealth Consulting
North Carolina
– -$86.1K -13,149 Closed
AG
194
AmeriFlex Group
Nevada
– -$81.4K -12,428 Closed
ACI
195
Alpha Cubed Investments
California
– -$75.8K -11,570 Closed
Cerity Partners
196
Cerity Partners
New York
– -$70.3K -10,733 Closed
VCM
197
Virtue Capital Management
Tennessee
– -$69.6K -10,588 Closed
GWS
198
Greykasell Wealth Strategies
California
– -$57.1K -8,712 Closed
US Bancorp
199
US Bancorp
Minnesota
– -$42.6K -6,500 Closed
RAM
200
Riggs Asset Management
Pennsylvania
– -$9.83K -1,500 Closed
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