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Saul Centers

182 hedge funds and large institutions have $370M invested in Saul Centers in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 48

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 176182 (+6)

5% more capital invested

Capital invested by funds: $353M → $370M (+$16.4M)

0.43% more ownership

Funds ownership: 45.91%46.34% (+0.43%)

Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
72
Reduced
48
Closed
23
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Sterling Capital Management
North Carolina
$3.49K -$1.16K -35 -25%
HNW
152
High Note Wealth
Minnesota
$3.39K
CPG
153
Cornerstone Planning Group
New Jersey
$2.85K +$497 +15 +22%
ZBNA
154
Zions Bancorporation, National Association
Utah
$2.67K +$2.72K +82 New
BFS
155
Bare Financial Services
Pennsylvania
$2.35K -$232 -7 -9%
AAP
156
Arax Advisory Partners
Colorado
$2.25K -$33 -1 -1%
JWM
157
JPL Wealth Management
Colorado
$2.05K +$2.09K +63 New
IPS
158
Investors Portfolio Services
Washington
$1.69K +$1.66K +50 New
EP
159
Essential Partners
California
$1.5K +$33 +1 +2%
Optiver Holding
160
Optiver Holding
Netherlands
$1.24K -$1.06K -32 -46%
AW
161
Avion Wealth
Texas
$1K
ASN
162
Advisory Services Network
Georgia
$945 +$961 +29 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$913
RFP
164
Root Financial Partners
California
$749 +$762 +23 New
IA
165
IFP Advisors
Florida
$717 -$729 -22 -50%
Los Angeles Capital Management
166
Los Angeles Capital Management
California
$586 +$596 +18 New
BIA
167
Bell Investment Advisors
California
$554
RWM
168
Rialto Wealth Management
New York
$554
PWA
169
Physician Wealth Advisors
Utah
$522 -$994 -30 -65%
NSIM
170
North Star Investment Management
Illinois
$489 -$298 -9 -38%
KFAS
171
Keating Financial Advisory Services
Kansas
$358 +$364 +11 New
MCM
172
MAI Capital Management
Ohio
$294 -$66 -2 -18%
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$293
HI
174
Harbour Investments
Wisconsin
$293 +$298 +9 New
AW
175
Ankerstar Wealth
Texas
$261 +$265 +8 New