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Liberty All-Star Equity Fund

223 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, 65 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:

5.23% more ownership

Funds ownership: 15.25%20.49% (+5.2%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
223
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
HSA
176
HBK Sorce Advisory
Pennsylvania
$66.5K
AWM
177
Apollon Wealth Management
South Carolina
$65.5K
FTWA
178
Fifth Third Wealth Advisors
Ohio
$65.5K
LFAS
179
Level Four Advisory Services
Texas
$65.1K
AWM
180
AE Wealth Management
Kansas
$62.9K
BRWM
181
Blue Rock Wealth Management
North Carolina
$62.8K
Comerica Bank
182
Comerica Bank
Texas
$51.4K
HBW
183
Hazlett, Burt & Watson
West Virginia
$48K
CBT
184
Crews Bank & Trust
Florida
$44.9K
WA
185
Westfuller Advisors
New York
$42.1K
NWM
186
Nova Wealth Management
Florida
$40K
EB
187
Eastern Bank
Massachusetts
$39.6K
GRP
188
Global Retirement Partners
California
$36.9K
SIS
189
Sound Income Strategies
Florida
$31.8K
WSFS
190
Wilmington Savings Fund Society
Delaware
$25.1K
NWMP
191
Noble Wealth Management PBC
Colorado
$21.5K
HI
192
Hoey Investments
Pennsylvania
$19.2K
PA
193
Parallel Advisors
California
$19.1K
HNB
194
Hilltop National Bank
Wyoming
$18K
IA
195
IFP Advisors
Florida
$16.6K
CB
196
Community Bank
New York
$15.1K
CRI
197
Commonwealth Retirement Investments
Virginia
$15.1K
PWPS
198
Pinnacle Wealth Planning Services
Ohio
$14.7K
AF
199
Advisornet Financial
Minnesota
$14.6K
RF
200
Rossby Financial
Florida
$14.4K