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Liberty All-Star Equity Fund

227 hedge funds and large institutions have $353M invested in Liberty All-Star Equity Fund in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

33% more capital invested

Capital invested by funds: $266M → $353M (+$86.8M)

9% more funds holding

Funds holding: 209227 (+18)

5.27% more ownership

Funds ownership: 15.45%20.72% (+5.3%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
227
Holders Change
+18
Holders Change %
+8.61%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
41
Increased
59
Reduced
66
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$35.4M +$22.5M +3,613,785 +179%
Raymond James Financial
2
Raymond James Financial
Florida
$30.2M +$4.45M +714,156 +17%
LPL Financial
3
LPL Financial
California
$23.8M -$5.4M -866,617 -19%
Morgan Stanley
4
Morgan Stanley
New York
$18.9M -$2.52M -404,297 -12%
AIA
5
Absolute Investment Advisers
Florida
$17.1M +$14.5M +2,330,028 +632%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.4M -$257K -41,341 -2%
KIM
7
Karpus Investment Management
New York
$11.5M +$11.4M +1,830,510 New
Ameriprise
8
Ameriprise
Minnesota
$11.1M +$160K +25,677 +1%
1CP
9
1607 Capital Partners
Virginia
$8.5M +$4.52M +725,531 +115%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$8.3M +$29K +4,661 +0.4%
RAM
11
Readystate Asset Management
Illinois
$8.22M +$2.56M +411,399 +46%
SFS
12
Shaker Financial Services
Virginia
$6.93M -$1.38M -221,543 -17%
PCM
13
Penserra Capital Management
California
$6.76M +$620K +99,615 +10%
QL
14
Quarry LP
New York
$6.7M +$6.65M +1,067,605 New
Wells Fargo
15
Wells Fargo
California
$6.47M +$1.29M +206,466 +25%
GC
16
Guggenheim Capital
Illinois
$6.13M +$621K +99,805 +11%
WAM
17
Wolverine Asset Management
Illinois
$5.97M +$1.67M +268,091 +39%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.16M -$374K -60,043 -7%
AC
19
Almitas Capital
California
$5.05M +$5.01M +804,614 New
CA
20
Cornerstone Advisors
North Carolina
$4.99M -$1.5M -240,643 -23%
Man Group
21
Man Group
United Kingdom
$4.07M +$4.04M +648,300 New
Two Sigma Investments
22
Two Sigma Investments
New York
$3.87M +$2.44M +392,581 +175%
Cohen & Steers
23
Cohen & Steers
New York
$3.8M +$1.28M +205,000 +51%
RL
24
RPO LLC
Connecticut
$3.6M +$3.57M +573,700 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.11M +$1.2M +192,164 +63%