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Saratoga Investment

59 hedge funds and large institutions have $41.7M invested in Saratoga Investment in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $567K

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.39% less ownership

Funds ownership: 11.87%11.48% (-0.39%)

1% less capital invested

Capital invested by funds: $42.2M → $41.7M (-$500K)

6% less funds holding

Funds holding: 6359 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
21
Closed
8
Calls
$2.55M
Puts
$567K
Net Calls
+$1.98M
Net Calls Change
+$1.41M

SAR Hedge Fund Activity: Q2 2026 in Review

59 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q2 2026, worth a combined $41.7M — down 1.2% from $42.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SAR and 5 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.03M. The largest seller was Two Sigma Investments, cutting an estimated $837K.

  • 59 institutional investors held Saratoga Investment (SAR) as of Q2 2026, down from 63 in Q1 2026.
  • Funds reported $41.7M of Saratoga Investment stock for Q2 2026, down 1.2% quarter-over-quarter.
  • 5 funds opened new Saratoga Investment positions in Q2 2026 and 8 closed out, a net change of -3 holders.
  • The largest Saratoga Investment buyer in Q2 2026 was Janney Montgomery Scott, an estimated $1.03M added.
  • The largest Saratoga Investment seller in Q2 2026 was Two Sigma Investments, an estimated $837K sold.

Based on aggregated 13F filings for Q2 2026.