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

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$306K
2
Millennium Management
2
Millennium Management
New York
$1.78M
3
VEA
3
Virtus ETF Advisers
New York
$0
4
IAIM
4
International Assets Investment Management
Florida
$1.39M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$25.3K – – –
IA
52
IFP Advisors
Florida
$25.3K – – –
UBS Group
53
UBS Group
Switzerland
$24.7K +$557 +22 +2%
Bank of America
54
Bank of America
North Carolina
$17.7K – – –
Simplex Trading
55
Simplex Trading
Illinois
$14K +$7.91K +321 +130%
PP
56
PFS Partners
New Jersey
$12.7K – – –
NC
57
NewSquare Capital
Pennsylvania
$12.7K +$12.7K +500 New
S
58
SignatureFD
Georgia
$8.59K +$2.96K +117 +53%
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.11K – – –
FMP
60
Financial Management Professionals
Texas
$4.59K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$4.29K – – –
SIS
62
Strategic Investment Solutions
Illinois
$2.53K – – –
MAFA
63
MJT & Associates Financial Advisory
Minnesota
$2.38K +$2.38K +94 New
HCP
64
Hexagon Capital Partners
Arkansas
$2.05K +$76 +3 +4%
HC
65
Hurley Capital
New York
$333 – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$25 – – –
VEA
67
Virtus ETF Advisers
New York
– -$808K -33,759 Closed
CCIA
68
Campbell & Co Investment Adviser
Maryland
– -$490K -20,505 Closed
Mariner
69
Mariner
Kansas
– -$317K -13,235 Closed
Northern Trust
70
Northern Trust
Illinois
– -$271K -11,315 Closed
Jane Street
71
Jane Street
New York
– -$252K -10,520 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– -$4.69K -188 Closed
VWM
73
Venturi Wealth Management
Texas
– -$2.23K -93 Closed
TRCT
74
Tower Research Capital (TRC)
New York
– -$48 -2 Closed
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