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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 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:

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
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
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$14.7K
AF
202
Advisornet Financial
Minnesota
$14.6K
RF
203
Rossby Financial
Florida
$14.4K
PW
204
Pandora Wealth
Illinois
$14.3K
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10K
BCM
206
Boreal Capital Management
Florida
$8.95K
AssetMark Inc
207
AssetMark Inc
California
$7.05K
BWL
208
Bogart Wealth LLC
Virginia
$6.28K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$6.28K
WA
210
WPG Advisers
Maryland
$6.03K
FIA
211
FNY Investment Advisers
New York
$6K
TJHA
212
Thomas J. Herzfeld Advisors
Florida
$5.17K
APW
213
Aventura Private Wealth
Florida
$4.47K
SWP
214
Strategic Wealth Partners
Ohio
$4.08K
FUBT
215
First United Bank & Trust
Maryland
$3.94K
NRG
216
Nemes Rush Group
Michigan
$3.89K
HWP
217
Highline Wealth Partners
California
$3.77K
BWAM
218
Boyd Watterson Asset Management
Ohio
$3.14K
FC
219
Financial Consulate
Maryland
$3.14K
AAP
220
Arax Advisory Partners
Colorado
$2.94K
S
221
SignatureFD
Georgia
$1.14K
RBC
222
Roble Belko & Company
Pennsylvania
$1K
PTC
223
Private Trust Company
Ohio
$414
JP Morgan Chase
224
JP Morgan Chase
New York
$127
RIL
225
Rothschild Investment LLC
Illinois
$38