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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$23K +$23.5K +3,564 +5,483%
GA
177
GoalVest Advisory
New York
$19.5K
HI
178
Hoey Investments
Pennsylvania
$19.4K
BTI
179
Blue Trust Inc
Georgia
$19.2K -$8.65K -1,310 -30%
HNB
180
Hilltop National Bank
Wyoming
$18.2K
IA
181
IFP Advisors
Florida
$16.8K +$456 +69 +3%
PA
182
Parallel Advisors
California
$16.7K +$14.2K +2,146 +444%
CB
183
Community Bank
New York
$15.2K
AF
184
Advisornet Financial
Minnesota
$14.8K
RF
185
Rossby Financial
Florida
$14.6K
PW
186
Pandora Wealth
Illinois
$14.4K +$396 +60 +3%
AWM
187
AllSquare Wealth Management
New York
$13.1K +$357 +54 +3%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
ASN
189
Advisory Services Network
Georgia
$9.68K +$10.1K +1,527 New
PFA
190
Pathway Financial Advisers
Indiana
$7.92K +$8.26K +1,250 New
AssetMark Inc
191
AssetMark Inc
California
$7.11K
Russell Investments Group
192
Russell Investments Group
United Kingdom
$6.85K +$7.13K +1,080 New
BWL
193
Bogart Wealth LLC
Virginia
$6.34K
TJHA
194
Thomas J. Herzfeld Advisors
Florida
$5.22K +$145 +22 +3%
APW
195
Aventura Private Wealth
Florida
$4.51K
CWP
196
Concord Wealth Partners
Virginia
$4.48K +$2.85K +432 +157%
NWMP
197
Noble Wealth Management PBC
Colorado
$4.12K +$4.29K +650 New
FUBT
198
First United Bank & Trust
Maryland
$3.98K
HWP
199
Highline Wealth Partners
California
$3.8K +$3.96K +600 New
BWAM
200
Boyd Watterson Asset Management
Ohio
$3.17K