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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$2.97K +$3.1K +469 New
S
202
SignatureFD
Georgia
$1.15K
JP Morgan Chase
203
JP Morgan Chase
New York
$705 +$733 +111 New
WA
204
WPG Advisers
Maryland
$590 +$13 +2 +2%
PTC
205
Private Trust Company
Ohio
$418
AIP
206
Ameritas Investment Partners
Nebraska
$209 +$218 +33 New
HCM
207
Hollencrest Capital Management
California
$139
RIL
208
Rothschild Investment LLC
Illinois
$38
RFP
209
Root Financial Partners
California
$10 +$13 +2 New
EC
210
Elequin Capital
New York
-$431K -63,351 Closed
AAS
211
Annex Advisory Services
Wisconsin
-$211K -30,914 Closed
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
-$194K -28,419 Closed
EA
213
Eclectic Associates
California
-$159K -23,363 Closed
JIP
214
Jaffetilchin Investment Partners
Florida
-$155K -22,749 Closed
KA
215
Kovack Advisors
Florida
-$118K -17,391 Closed
LIG
216
Lokken Investment Group
Delaware
-$115K -16,882 Closed
CPRC
217
Consolidated Portfolio Review Corp
New York
-$105K -15,376 Closed
KIM
218
Kane Investment Management
California
-$101K -14,855 Closed
WI
219
Westbourne Investments
Virginia
-$87.2K -12,800 Closed
SHIM
220
Stone House Investment Management
Pennsylvania
-$29.5K -4,331 Closed
HWA
221
HHM Wealth Advisors
Tennessee
-$16.4K -2,402 Closed
CA
222
Clearstead Advisors
Ohio
-$7K -1,028 Closed
HI
223
Harbour Investments
Wisconsin
-$48 -7 Closed