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Saratoga Investment
SAR

Overview Fund Activity

66 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, 24 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
17
Closed
9
Calls
$944K
Puts
$1.13M
Net Calls
-$182K
Net Calls Change
-$78K

Top Buyers

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

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$4.36M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Two Sigma Advisers
Two Sigma Advisers
New York
$5.75M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$602K +$184K +7,433 +44%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$553K -$29.2K -1,179 -5%
PA
28
PFG Advisors
Arizona
$543K +$149 +6 +0%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$442K +$143K +5,751 +48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$405K +$15.5K +624 +4%
BA
31
Bard Associates
Illinois
$393K -$2.48K -100 -0.6%
Jane Street
32
Jane Street
New York
$355K +$355K +14,328 New
UBS Group
33
UBS Group
Switzerland
$352K +$328K +13,212 +1,354%
DTC
34
Davidson Trust Company
Washington
$273K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$269K +$2.68K +108 +1%
WS
36
Wedbush Securities
California
$265K – – –
AAS
37
Avantax Advisory Services
Texas
$256K -$1.34K -54 -0.5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$250K +$1.07K +43 +0.4%
CIA
39
Concurrent Investment Advisors
Florida
$242K +$242K +9,768 New
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K +$231K +5,736 +2,380%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$200K -$28.5K -1,152 -12%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$181K -$89.5K -3,610 -33%
RFA
43
Register Financial Advisors
Georgia
$147K +$496 +20 +0.3%
Osaic Holdings
44
Osaic Holdings
Arizona
$146K +$24.4K +1,015 +20%
SS
45
Sunbelt Securities
Texas
$122K -$44.3K -1,850 -27%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$49.6K – – –
PC
47
Promus Capital
Illinois
$31.6K – – –
HI
48
Harbour Investments
Wisconsin
$24.8K – – –
IA
49
IFP Advisors
Florida
$24.8K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$18.2K -$38.1K -1,535 -68%
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