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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
RF
201
Rossby Financial
Florida
$12.9K
ASN
202
Advisory Services Network
Georgia
$8.47K +$9.13K +1,527 New
BlackRock
203
BlackRock
New York
$7.87K +$8.47K +1,418 New
AssetMark Inc
204
AssetMark Inc
California
$6.23K
BWL
205
Bogart Wealth LLC
Virginia
$5.55K
TJHA
206
Thomas J. Herzfeld Advisors
Florida
$4.84K +$287 +48 +6%
APW
207
Aventura Private Wealth
Florida
$3.95K
SWP
208
Strategic Wealth Partners
Ohio
$3.61K
FUBT
209
First United Bank & Trust
Maryland
$3.48K
BHWM
210
Beaird Harris Wealth Management
Texas
$3.36K +$3.62K +606 New
HWP
211
Highline Wealth Partners
California
$3.33K
FC
212
Financial Consulate
Maryland
$2.77K
S
213
SignatureFD
Georgia
$1K
RBC
214
Roble Belko & Company
Pennsylvania
$1K
PTC
215
Private Trust Company
Ohio
$366
NRG
216
Nemes Rush Group
Michigan
$100 -$3.6K -602 -97%
DB
217
Danske Bank
Denmark
$78 +$84 +14 New
RFP
218
Root Financial Partners
California
$50 +$42 +7 +350%
UBS AM
219
UBS AM
Illinois
$39 +$42 +7 New
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
-$8.3M -1,321,490 Closed
RAM
221
Readystate Asset Management
Illinois
-$8.22M -1,309,522 Closed
CA
222
Cornerstone Advisors
North Carolina
-$4.99M -794,984 Closed
LSC
223
Logan Stone Capital
Illinois
-$1.22M -194,895 Closed
LCM
224
Landscape Capital Management
New Jersey
-$1.08M -172,503 Closed
JWCA
225
J.W. Cole Advisors
Florida
-$763K -128,650 Closed