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Saratoga Investment
SAR

Overview Fund Activity

66 hedge funds and large institutions have $63.9M invested in Saratoga Investment in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
12
Closed
8
Calls
$755K
Puts
$859K
Net Calls
-$104K
Net Calls Change
-$195K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$7.14M
2
Two Sigma Investments
Two Sigma Investments
New York
$5.97M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$4.89M
4
EFG
Ethos Financial Group
Pennsylvania
$1.15M
5
VIA
Virtus Investment Advisers
Connecticut
$1.09M

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$306K
2
Millennium Management
Millennium Management
New York
$1.78M
3
VEA
Virtus ETF Advisers
New York
$0
4
IAIM
International Assets Investment Management
Florida
$1.39M
5
CCIA
Campbell & Co Investment Adviser
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$760K +$2.2K +87 +0.3%
CRC
27
Curi RMB Capital
Illinois
$760K – – –
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$747K +$446K +17,595 +148%
Marshall Wace
29
Marshall Wace
United Kingdom
$711K -$200K -7,879 -22%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$595K +$25.8K +1,018 +5%
PA
31
PFG Advisors
Arizona
$555K -$4.28K -169 -0.8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$427K +$36.6K +1,443 +9%
BA
33
Bard Associates
Illinois
$404K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$398K +$398K +15,700 New
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$306K -$1.19M -47,145 -80%
DTC
36
Davidson Trust Company
Washington
$279K – – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$277K +$105K +4,134 +61%
CSS
38
Cubist Systematic Strategies
Connecticut
$275K +$275K +10,869 New
HighTower Advisors
39
HighTower Advisors
Illinois
$272K -$9.95K -393 -4%
WS
40
Wedbush Securities
California
$271K +$50.7K +2,000 +23%
AAS
41
Avantax Advisory Services
Texas
$263K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$255K +$255K +10,049 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$234K +$8.8K +347 +4%
SS
44
Sunbelt Securities
Texas
$176K +$46.9K +1,850 +36%
RFA
45
Register Financial Advisors
Georgia
$150K +$456 +18 +0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$128K -$8.38K -331 -6%
SPIA
47
Steward Partners Investment Advisory
New York
$57.5K – – –
BCWM
48
Bartlett & Co Wealth Management
Ohio
$50.7K +$38K +1,500 +300%
PC
49
Promus Capital
Illinois
$32.2K – – –
AT
50
Arlington Trust
Alabama
$25.3K – – –
1
2
3