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Liberty All-Star Equity Fund

209 hedge funds and large institutions have $266M invested in Liberty All-Star Equity Fund in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $238M → $266M (+$27.8M)

10% more funds holding

Funds holding: 190209 (+19)

2.56% more ownership

Funds ownership: 12.89%15.45% (+2.6%)

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
86
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.5M +$762K +115,427 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$26M +$5.87M +889,061 +28%
Morgan Stanley
3
Morgan Stanley
New York
$21.6M +$20.4K +3,091 +0.1%
RCM
4
Rivernorth Capital Management
Florida
$12.8M +$13.3M +2,018,714 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.8M +$229K +34,740 +2%
Ameriprise
6
Ameriprise
Minnesota
$11M -$1.66K -252 -0%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$8.35M +$760K +115,010 +10%
SFS
8
Shaker Financial Services
Virginia
$8.29M +$3.33M +503,698 +63%
CA
9
Cornerstone Advisors
North Carolina
$6.57M +$4.35M +658,380 +175%
PCM
10
Penserra Capital Management
California
$6.19M +$1.23M +185,706 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.8M -$359K -54,395 -6%
RAM
12
Readystate Asset Management
Illinois
$5.69M +$1.71M +258,804 +40%
GC
13
Guggenheim Capital
Illinois
$5.55M +$420K +63,560 +8%
Wells Fargo
14
Wells Fargo
California
$5.23M +$1.93M +292,472 +55%
PAMP
15
Polar Asset Management Partners
Ontario, Canada
$4.77M +$4.97M +752,232 New
WAM
16
Wolverine Asset Management
Illinois
$4.33M +$3.25M +492,854 +259%
1CP
17
1607 Capital Partners
Virginia
$3.98M +$4.15M +628,404 New
IFG
18
Independent Financial Group
California
$3.39M -$4.65K -704 -0.1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.33M +$88.1K +13,338 +3%
Invesco
20
Invesco
Georgia
$3.1M +$231K +34,944 +8%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.9M +$558K +84,482 +23%
UBS Group
22
UBS Group
Switzerland
$2.7M -$144K -21,766 -5%
Cohen & Steers
23
Cohen & Steers
New York
$2.54M +$859K +130,000 +48%
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.5M +$2.53M +383,296 +3,722%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.44M +$25.5K +3,855 +1%