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Liberty All-Star Equity Fund

202 hedge funds and large institutions have $260M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
HNB
176
Hilltop National Bank
Wyoming
$18.2K
PA
177
Parallel Advisors
California
$16.7K
CB
178
Community Bank
New York
$15.2K
AF
179
Advisornet Financial
Minnesota
$14.8K
RF
180
Rossby Financial
Florida
$14.6K
PW
181
Pandora Wealth
Illinois
$14.4K
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
ASN
183
Advisory Services Network
Georgia
$9.68K
PFA
184
Pathway Financial Advisers
Indiana
$7.92K
AssetMark Inc
185
AssetMark Inc
California
$7.11K
Russell Investments Group
186
Russell Investments Group
United Kingdom
$6.85K
BWL
187
Bogart Wealth LLC
Virginia
$6.34K
TJHA
188
Thomas J. Herzfeld Advisors
Florida
$5.22K
CWP
189
Concord Wealth Partners
Virginia
$4.48K
FUBT
190
First United Bank & Trust
Maryland
$3.98K
HWP
191
Highline Wealth Partners
California
$3.8K
BWAM
192
Boyd Watterson Asset Management
Ohio
$3.17K
AAP
193
Arax Advisory Partners
Colorado
$2.97K
S
194
SignatureFD
Georgia
$1.15K
JP Morgan Chase
195
JP Morgan Chase
New York
$705
WA
196
WPG Advisers
Maryland
$590
PTC
197
Private Trust Company
Ohio
$418
AIP
198
Ameritas Investment Partners
Nebraska
$209
HCM
199
Hollencrest Capital Management
California
$139
RIL
200
Rothschild Investment LLC
Illinois
$38