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Liberty All-Star Equity Fund

220 hedge funds and large institutions have $305M invested in Liberty All-Star Equity Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 87 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 55

0.39% less ownership

Funds ownership: 20.72%20.33% (-0.39%)

3% less funds holding

Funds holding: 227220 (-7)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

14% less capital invested

Capital invested by funds: $353M → $305M (-$48.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
87
Reduced
55
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Apollon Wealth Management
South Carolina
$57.9K +$6 +1 +0%
FTWA
177
Fifth Third Wealth Advisors
Ohio
$57.9K
CAG
178
Csenge Advisory Group
Florida
$56.8K +$61.1K +10,229 New
PE
179
PCM Encore
Colorado
$56.1K +$60.4K +10,104 New
PI
180
PFG Investments
New York
$55.7K -$124K -20,757 -67%
PWPS
181
Pinnacle Wealth Planning Services
Ohio
$49.3K +$39.2K +6,554 +280%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$44.2K +$47.6K +7,965 New
HBW
183
Hazlett, Burt & Watson
West Virginia
$42K
CBT
184
Crews Bank & Trust
Florida
$39.6K
WA
185
Westfuller Advisors
New York
$39K +$1.94K +325 +5%
NWM
186
Nova Wealth Management
Florida
$35.3K
OCM
187
Osbon Capital Management
Massachusetts
$32.5K +$35K +5,860 New
SIS
188
Sound Income Strategies
Florida
$28.2K
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K +$16.7K +2,800 +175%
HI
190
Harbour Investments
Wisconsin
$23.2K +$25K +4,186 New
WA
191
WPG Advisers
Maryland
$22.3K +$18.3K +3,059 +319%
KG
192
Kilter Group
New York
$22.2K +$23.9K +4,000 New
CT
193
Colonial Trust
South Carolina
$21.8K +$23.1K +3,867 New
PA
194
Parallel Advisors
California
$20.7K +$4.05K +678 +22%
NWMP
195
Noble Wealth Management PBC
Colorado
$19K
HI
196
Hoey Investments
Pennsylvania
$16.9K
HNB
197
Hilltop National Bank
Wyoming
$15.9K
IA
198
IFP Advisors
Florida
$15.5K +$926 +155 +6%
CB
199
Community Bank
New York
$13.3K
AF
200
Advisornet Financial
Minnesota
$12.9K