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Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 hedge funds and large institutions have $209M invested in Liberty All-Star Equity Fund in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 37 reducing their positions, and 22 closing their positions.

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
74
Reduced
37
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$28.6M
2
Raymond James Financial
2
Raymond James Financial
Florida
$19.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.5M
4
Wells Fargo
4
Wells Fargo
California
$2.72M
5
CA
5
Cornerstone Advisors
North Carolina
$1.44M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$1.85M
2
Lido Advisors
2
Lido Advisors
California
$0
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$164K
4
UBS Group
4
UBS Group
Switzerland
$3.45M
5
SFS
5
Shaker Financial Services
Virginia
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$28.6M 4,368,444 +720,273 +20%
Morgan Stanley
2
Morgan Stanley
New York
$21.5M 3,284,905 +66,026 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$19.9M 3,041,649 +550,101 +22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.5M 1,903,229 +333,478 +21%
Ameriprise
5
Ameriprise
Minnesota
$11.1M 1,687,876 +114,044 +7%
B
6
Bensler
Washington
$11M 1,686,808 +91,509 +6%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.72M 1,178,002 +164,530 +16%
GC
8
Guggenheim Capital
Illinois
$5.67M 865,993 -669 -0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.46M 832,922 +15,320 +2%
PCM
10
Penserra Capital Management
California
$5.03M 767,336 +12,365 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.89M 593,341 -33,831 -5%
UBS Group
12
UBS Group
Switzerland
$3.45M 526,142 -104,654 -17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.9M 443,044 -28,412 -6%
Invesco
14
Invesco
Georgia
$2.78M 424,761 +25,222 +6%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$2.75M 419,353 -9,650 -2%
Wells Fargo
16
Wells Fargo
California
$2.72M 414,832 +216,357 +109%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.62M 400,407 -37,714 -9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.44M 372,667 +36,874 +11%
Bank of America
19
Bank of America
North Carolina
$2.4M 365,988 -3,751 -1%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.33M 356,206 +24,573 +7%
PAG
21
Private Advisor Group
New Jersey
$2.19M 333,649 +43,676 +15%
SFS
22
Shaker Financial Services
Virginia
$2.1M 320,223 -88,871 -22%
AAM
23
Advisors Asset Management
Colorado
$1.85M 283,174 -198,558 -41%
Cohen & Steers
24
Cohen & Steers
New York
$1.77M 270,000 – –
SPIA
25
Steward Partners Investment Advisory
New York
$1.63M 249,399 +52,494 +27%
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