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Liberty All-Star Equity Fund

222 hedge funds and large institutions have $349M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 64 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:

5.22% more ownership

Funds ownership: 15.25%20.47% (+5.2%)

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

Holders
222
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
AWM
176
Apollon Wealth Management
South Carolina
$65.5K
FTWA
177
Fifth Third Wealth Advisors
Ohio
$65.5K
LFAS
178
Level Four Advisory Services
Texas
$65.1K
AWM
179
AE Wealth Management
Kansas
$62.9K
BRWM
180
Blue Rock Wealth Management
North Carolina
$62.8K
Comerica Bank
181
Comerica Bank
Texas
$51.4K
HBW
182
Hazlett, Burt & Watson
West Virginia
$48K
CBT
183
Crews Bank & Trust
Florida
$44.9K
WA
184
Westfuller Advisors
New York
$42.1K
NWM
185
Nova Wealth Management
Florida
$40K
EB
186
Eastern Bank
Massachusetts
$39.6K
GRP
187
Global Retirement Partners
California
$36.9K
SIS
188
Sound Income Strategies
Florida
$31.8K
WSFS
189
Wilmington Savings Fund Society
Delaware
$25.1K
NWMP
190
Noble Wealth Management PBC
Colorado
$21.5K
HI
191
Hoey Investments
Pennsylvania
$19.2K
PA
192
Parallel Advisors
California
$19.1K
HNB
193
Hilltop National Bank
Wyoming
$18K
IA
194
IFP Advisors
Florida
$16.6K
CB
195
Community Bank
New York
$15.1K
CRI
196
Commonwealth Retirement Investments
Virginia
$15.1K
PWPS
197
Pinnacle Wealth Planning Services
Ohio
$14.7K
AF
198
Advisornet Financial
Minnesota
$14.6K
RF
199
Rossby Financial
Florida
$14.4K
PW
200
Pandora Wealth
Illinois
$14.3K