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