Liberty All-Star Equity Fund
190 hedge funds and large institutions have $238M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 16 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 47
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
12% more capital invested
Capital invested by funds: $213M → $238M (+$25.4M)
1.39% more ownership
Funds ownership: 11.5% → 12.89% (+1.4%)
0% more funds holding
Funds holding: 190 → 190 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$3.87M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$3.15M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.32M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.09M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.31M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.15M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$558K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$512K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Cerity Partners
New York
| – | -$70.3K | -10,733 | Closed |
|
|
VCM
202
Virtue Capital Management
Brentwood,
Tennessee
| – | -$69.6K | -10,588 | Closed |
|
|
GWS
203
Greykasell Wealth Strategies
Danville,
California
| – | -$57.1K | -8,712 | Closed |
|
204
US Bancorp
Minneapolis,
Minnesota
| – | -$42.6K | -6,500 | Closed |
|
|
RAM
205
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$9.82K | -1,500 | Closed |
|
|
KFI
206
Key Financial Inc
West Chester,
Pennsylvania
| – | -$9.71K | -1,482 | Closed |
|
|
CFB
207
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$183 | -28 | Closed |
|
USA Hedge Fund Activity: Q2 2025 in Review
190 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q2 2025, worth a combined $238M — up 12% from $213M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new USA positions and 16 closed out — a net gain of 2 holders — while 70 added to existing stakes and 47 trimmed.
The largest buyer was Readystate Asset Management, adding an estimated $3.87M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.31M.
- 190 institutional investors held Liberty All-Star Equity Fund (USA) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $238M of Liberty All-Star Equity Fund stock for Q2 2025, up 12% quarter-over-quarter.
- 18 funds opened new Liberty All-Star Equity Fund positions in Q2 2025 and 16 closed out, a net change of +2 holders.
- The largest Liberty All-Star Equity Fund buyer in Q2 2025 was Readystate Asset Management, an estimated $3.87M added.
- The largest Liberty All-Star Equity Fund seller in Q2 2025 was Steward Partners Investment Advisory, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2025.