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Saratoga Investment

65 hedge funds and large institutions have $57.9M 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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less call options, than puts

Call options by funds: $944K | Put options by funds: $1.13M

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$944K
Puts
$1.13M
Net Calls
Net Calls Change

Top Sellers

1 -$1.78M
2 -$1.49M
3 -$1.34M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.24M
5
Citadel Advisors
Citadel Advisors
Florida
-$989K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$17.4K
EWM
52
Evolution Wealth Management
Florida
$16K
PP
53
PFS Partners
New Jersey
$12.5K
S
54
SignatureFD
Georgia
$10.9K
NA
55
NewEdge Advisors
Louisiana
$8.88K
HAP
56
Harbor Asset Planning
Massachusetts
$6.47K
ACM
57
Aquatic Capital Management
Illinois
$6.42K
FMP
58
Financial Management Professionals
Texas
$4.49K
MCM
59
MAI Capital Management
Ohio
$3.1K
SIS
60
Strategic Investment Solutions
Illinois
$2.48K
MAFA
61
MJT & Associates Financial Advisory
Minnesota
$2.33K
WFA
62
West Financial Advisors
Iowa
$1.25K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$769
HC
64
Hurley Capital
New York
$336
Millennium Management
65
Millennium Management
New York
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
Citadel Advisors
67
Citadel Advisors
Florida
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Marshall Wace
69
Marshall Wace
United Kingdom
CSS
70
Cubist Systematic Strategies
Connecticut
AT
71
Arlington Trust
Alabama
NC
72
NewSquare Capital
Pennsylvania
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
HCP
74
Hexagon Capital Partners
Arkansas
DB
75
Danske Bank
Denmark