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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SWM
176
Silverlake Wealth Management
Vermont
$69.6K
FA
177
Fiduciary Alliance
South Carolina
$68.4K
MWM
178
Meridian Wealth Management
Kentucky
$68.1K
HSA
179
HBK Sorce Advisory
Pennsylvania
$66.5K
AWM
180
Apollon Wealth Management
South Carolina
$65.5K
FTWA
181
Fifth Third Wealth Advisors
Ohio
$65.5K
LFAS
182
Level Four Advisory Services
Texas
$65.1K
AWM
183
AE Wealth Management
Kansas
$62.9K
BRWM
184
Blue Rock Wealth Management
North Carolina
$62.8K
Comerica Bank
185
Comerica Bank
Texas
$51.4K
HBW
186
Hazlett, Burt & Watson
West Virginia
$48K
CBT
187
Crews Bank & Trust
Florida
$44.9K
WA
188
Westfuller Advisors
New York
$42.1K
NWM
189
Nova Wealth Management
Florida
$40K
EB
190
Eastern Bank
Massachusetts
$39.6K
GRP
191
Global Retirement Partners
California
$36.9K
SIS
192
Sound Income Strategies
Florida
$31.8K
WSFS
193
Wilmington Savings Fund Society
Delaware
$25.1K
NWMP
194
Noble Wealth Management PBC
Colorado
$21.5K
HI
195
Hoey Investments
Pennsylvania
$19.2K
PA
196
Parallel Advisors
California
$19.1K
HNB
197
Hilltop National Bank
Wyoming
$18K
IA
198
IFP Advisors
Florida
$16.6K
CB
199
Community Bank
New York
$15.1K
CRI
200
Commonwealth Retirement Investments
Virginia
$15.1K