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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$602K 24,287 +7,433 +44%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$553K 22,297 -1,179 -5%
PA
28
PFG Advisors
Arizona
$543K 21,911 +6 +0%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$442K 17,845 +5,751 +48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$405K 16,324 +624 +4%
BA
31
Bard Associates
Illinois
$393K 15,845 -100 -0.6%
Jane Street
32
Jane Street
New York
$355K 14,328 +14,328 New
UBS Group
33
UBS Group
Switzerland
$352K 14,188 +13,212 +1,354%
DTC
34
Davidson Trust Company
Washington
$273K 11,000 – –
HighTower Advisors
35
HighTower Advisors
Illinois
$269K 10,839 +108 +1%
WS
36
Wedbush Securities
California
$265K 10,700 – –
AAS
37
Avantax Advisory Services
Texas
$256K 10,328 -54 -0.5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$250K 10,092 +43 +0.4%
CIA
39
Concurrent Investment Advisors
Florida
$242K 9,768 +9,768 New
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K 5,977 +5,736 +2,380%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$200K 8,077 -1,152 -12%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$181K 7,313 -3,610 -33%
RFA
43
Register Financial Advisors
Georgia
$147K 5,932 +20 +0.3%
Osaic Holdings
44
Osaic Holdings
Arizona
$146K 6,060 +1,015 +20%
SS
45
Sunbelt Securities
Texas
$122K 5,082 -1,850 -27%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$49.6K 2,000 – –
PC
47
Promus Capital
Illinois
$31.6K 1,273 – –
IA
48
IFP Advisors
Florida
$24.8K 1,000 – –
HI
49
Harbour Investments
Wisconsin
$24.8K 1,000 – –
SPIA
50
Steward Partners Investment Advisory
New York
$18.2K 734 -1,535 -68%
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