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Saratoga Investment

63 hedge funds and large institutions have $42.2M invested in Saratoga Investment in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

56% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $1.02M

1.09% less ownership

Funds ownership: 12.96%11.87% (-1.1%)

11% less funds holding

Funds holding: 7163 (-8)

13% less capital invested

Capital invested by funds: $48.4M → $42.2M (-$6.26M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
9
Closed
15
Calls
$1.59M
Puts
$1.02M
Net Calls
+$571K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
51
State of Alaska Department of Revenue
Alaska
$13K
PP
52
PFS Partners
New Jersey
$11K
WSFS
53
Wilmington Savings Fund Society
Delaware
$10.9K +$11.5K +500 New
Russell Investments Group
54
Russell Investments Group
United Kingdom
$7.17K -$3.5K -152 -32%
ASN
55
Advisory Services Network
Georgia
$5.27K +$5.55K +241 New
AW
56
Avion Wealth
Texas
$4K +$161 +7 +3%
FFO
57
Fortitude Family Office
Arizona
$3.06K +$3.22K +140 New
MCM
58
MAI Capital Management
Ohio
$2.73K
SIS
59
Strategic Investment Solutions
Illinois
$2.19K
MAFA
60
MJT & Associates Financial Advisory
Minnesota
$2.06K
WFA
61
West Financial Advisors
Iowa
$1.22K +$46 +2 +4%
LFG
62
Larson Financial Group
Missouri
$1.07K
HC
63
Hurley Capital
New York
$326 +$23 +1 +7%
CEFA
64
Closed-End Fund Advisors
Virginia
-$3.68M -159,499 Closed
TI
65
Trexquant Investment
Connecticut
-$388K -16,827 Closed
DTL
66
Dynamic Technology Lab
Singapore
-$305K -13,214 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$296K -12,875 Closed
BHCM
68
Brevan Howard Capital Management
Jersey
-$263K -11,419 Closed
Two Sigma Advisers
69
Two Sigma Advisers
New York
-$254K -11,000 Closed
HI
70
Harbour Investments
Wisconsin
-$138K -5,973 Closed
Simplex Trading
71
Simplex Trading
Illinois
-$98.1K -4,264 Closed
BCWM
72
Bartlett & Co Wealth Management
Ohio
-$46.1K -2,000 Closed
KAS
73
Kestra Advisory Services
Texas
-$45.8K -1,987 Closed
FHA
74
Flagship Harbor Advisors
Massachusetts
-$10.2K -443 Closed
EB
75
Eastern Bank
Massachusetts
-$9.23K -400 Closed