Saratoga Investment
SAR
58 hedge funds and large institutions have $41.7M invested in Saratoga Investment in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.
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
0.4% less ownership
Funds ownership: 11.87% → 11.47% (-0.4%)
8% less funds holding
Funds holding: 63 → 58 (-5)
19% less capital inflows, than outflows
Capital inflows: $4.29M | Capital outflows: $5.29M
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.03M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$754K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$610K |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$410K |
| 5 |
Advisors Asset Management
Monument,
Colorado
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$837K |
| 2 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
-$494K |
| 3 |
PFG Advisors
Phoenix,
Arizona
|
-$475K |
| 4 |
HRT Financial
New York
|
-$470K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$462K |
SAR Hedge Fund Activity: Q2 2026 in Review
58 of the 8,358 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 4 opened new positions — a net loss of 4 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.
- 58 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.
- 4 funds opened new Saratoga Investment positions in Q2 2026 and 8 closed out, a net change of -4 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.