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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 %
Bank of America
51
Bank of America
North Carolina
$17.4K 700 – –
EWM
52
Evolution Wealth Management
Florida
$16K 645 +645 New
PP
53
PFS Partners
New Jersey
$12.5K 503 – –
S
54
SignatureFD
Georgia
$10.9K 439 +100 +29%
NA
55
NewEdge Advisors
Louisiana
$8.88K 358 +358 New
HAP
56
Harbor Asset Planning
Massachusetts
$6.47K 261 +261 New
ACM
57
Aquatic Capital Management
Illinois
$6.42K 259 +259 New
FMP
58
Financial Management Professionals
Texas
$4.49K 181 – –
MCM
59
MAI Capital Management
Ohio
$3.1K 125 +125 New
SIS
60
Strategic Investment Solutions
Illinois
$2.48K 100 – –
MAFA
61
MJT & Associates Financial Advisory
Minnesota
$2.33K 94 – –
WFA
62
West Financial Advisors
Iowa
$1.25K 51 +51 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$769 31 +30 +3,000%
HC
64
Hurley Capital
New York
$336 14 +1 +8%
Millennium Management
65
Millennium Management
New York
– – -70,447 Closed
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
– – -53,025 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– – -39,043 Closed
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -29,509 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
– – -28,083 Closed
CSS
70
Cubist Systematic Strategies
Connecticut
– – -10,869 Closed
AT
71
Arlington Trust
Alabama
– – -1,000 Closed
Simplex Trading
72
Simplex Trading
Illinois
$0 1 -567 -100%
NC
73
NewSquare Capital
Pennsylvania
– – -500 Closed
HCP
74
Hexagon Capital Partners
Arkansas
– – -81 Closed
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