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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
2.75%
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

USA Hedge Fund Activity: Q4 2025 in Review

227 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Liberty All-Star Equity Fund (USA) for Q4 2025, worth a combined $353M — up 33% from $266M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new USA positions and 20 closed out — a net gain of 21 holders — while 59 added to existing stakes and 66 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $22.5M. The largest seller was LPL Financial, cutting an estimated $5.4M.

  • 227 institutional investors held Liberty All-Star Equity Fund (USA) as of Q4 2025, up from 209 in Q3 2025.
  • Funds reported $353M of Liberty All-Star Equity Fund stock for Q4 2025, up 33% quarter-over-quarter.
  • 41 funds opened new Liberty All-Star Equity Fund positions in Q4 2025 and 20 closed out, a net change of +21 holders.
  • The largest Liberty All-Star Equity Fund buyer in Q4 2025 was Rivernorth Capital Management, an estimated $22.5M added.
  • The largest Liberty All-Star Equity Fund seller in Q4 2025 was LPL Financial, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2025.