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Liberty All-Star Equity Fund
USA

Overview Fund Activity

186 hedge funds and large institutions have $234M invested in Liberty All-Star Equity Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
68
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RAM
Readystate Asset Management
Illinois
+$4.05M
2
SFS
Shaker Financial Services
Virginia
+$3.29M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$2.43M
4
LPL Financial
LPL Financial
California
+$1.14M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

1
SPIA
Steward Partners Investment Advisory
New York
-$1.37M
2
AAM
Advisors Asset Management
Colorado
-$1.21M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$595K
4
UBS Group
UBS Group
Switzerland
-$536K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$30.9M +$1.14M +167,579 +4%
Morgan Stanley
2
Morgan Stanley
New York
$23.2M +$828K +121,527 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$21.8M +$1.12M +164,295 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.5M +$530K +77,873 +4%
Ameriprise
5
Ameriprise
Minnesota
$11.9M +$369K +54,193 +3%
B
6
Bensler
Washington
$11.6M +$137K +20,169 +1%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$8.18M +$162K +23,817 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.67M -$116K -16,740 -2%
GC
9
Guggenheim Capital
Illinois
$5.53M -$364K -53,461 -6%
SFS
10
Shaker Financial Services
Virginia
$5.47M +$3.29M +483,702 +151%
PCM
11
Penserra Capital Management
California
$5.38M +$159K +23,374 +3%
RAM
12
Readystate Asset Management
Illinois
$4.35M +$4.05M +595,385 +1,355%
Wells Fargo
13
Wells Fargo
California
$3.62M +$796K +116,887 +28%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.52M -$595K -85,766 -14%
Invesco
15
Invesco
Georgia
$3.09M +$195K +28,583 +7%
UBS Group
16
UBS Group
Switzerland
$3.05M -$536K -78,751 -15%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.86M +$2.65K +389 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.86M +$129K +18,882 +5%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.59M +$169K +24,805 +7%
CA
20
Cornerstone Advisors
North Carolina
$2.57M +$1.07M +157,510 +72%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.54M -$2.11K -310 -0.1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.5M -$518K -76,104 -17%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$2.43M +$2.43M +357,023 New
Bank of America
24
Bank of America
North Carolina
$2.21M -$281K -41,277 -11%
PAG
25
Private Advisor Group
New Jersey
$2.17M -$97.8K -14,354 -4%
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