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Saratoga Investment
SAR

Overview Fund Activity

65 hedge funds and large institutions have $58.1M invested in Saratoga Investment in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
17
Closed
9
Calls
$451K
Puts
$726K
Net Calls
-$275K
Net Calls Change
-$171K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$4.62M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$845K
3
PAG
3
Private Advisor Group
New Jersey
$3.75M
4
BlackRock
4
BlackRock
New York
$1.73M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.17M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$4.36M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$5.75M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.75M 231,800 -50,200 -18%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.17M 208,608 +15,440 +8%
Lido Advisors
3
Lido Advisors
California
$4.62M 186,253 +56,125 +43%
Two Sigma Investments
4
Two Sigma Investments
New York
$4.36M 175,840 -60,027 -25%
PAG
5
Private Advisor Group
New Jersey
$3.75M 151,280 +25,488 +20%
AAM
6
Advisors Asset Management
Colorado
$2.61M 105,285 -9,226 -8%
Wells Fargo
7
Wells Fargo
California
$2.5M 100,920 +655 +0.7%
LPL Financial
8
LPL Financial
California
$2.4M 96,684 +8,019 +9%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.35M 94,950 +1,020 +1%
Morgan Stanley
10
Morgan Stanley
New York
$1.93M 77,913 -14,740 -16%
BlackRock
11
BlackRock
New York
$1.73M 69,598 +17,682 +34%
Ameriprise
12
Ameriprise
Minnesota
$1.66M 66,899 -1,641 -2%
IAIM
13
International Assets Investment Management
Florida
$1.3M 52,610 -2,276 -4%
BAMF
14
BI Asset Management Fondsmaeglerselskab
Denmark
$1.25M 50,232 – –
EFG
15
Ethos Financial Group
Pennsylvania
$1.21M 48,596 +3,089 +7%
PVM
16
Palogic Value Management
Texas
$1.16M 46,680 – –
TI
17
Trexquant Investment
Connecticut
$1.07M 43,253 -23,721 -35%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$990K 39,926 +7,040 +21%
NLP
19
Next Level Private
New York
$971K 39,154 – –
VIA
20
Virtus Investment Advisers
Connecticut
$900K 36,300 -6,888 -16%
RWA
21
Redhawk Wealth Advisors
Minnesota
$845K 34,092 +34,092 New
JCP
22
JB Capital Partners
New York
$823K 33,847 – –
DADC
23
D.A. Davidson & Co
Montana
$772K 31,109 +1,093 +4%
Raymond James Financial
24
Raymond James Financial
Florida
$766K 30,868 -2,164 -7%
CRC
25
Curi RMB Capital
Illinois
$744K 30,000 – –
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