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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 %
Bank of America
51
Bank of America
North Carolina
$17.4K – – –
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$17.4K +$12.4K +500 +250%
EWM
53
Evolution Wealth Management
Florida
$16K +$16K +645 New
PP
54
PFS Partners
New Jersey
$12.5K – – –
S
55
SignatureFD
Georgia
$10.9K +$2.48K +100 +29%
NA
56
NewEdge Advisors
Louisiana
$8.88K +$8.88K +358 New
HAP
57
Harbor Asset Planning
Massachusetts
$6.47K +$6.47K +261 New
ACM
58
Aquatic Capital Management
Illinois
$6.42K +$6.42K +259 New
FMP
59
Financial Management Professionals
Texas
$4.49K – – –
MCM
60
MAI Capital Management
Ohio
$3.1K +$3.1K +125 New
SIS
61
Strategic Investment Solutions
Illinois
$2.48K – – –
MAFA
62
MJT & Associates Financial Advisory
Minnesota
$2.33K – – –
WFA
63
West Financial Advisors
Iowa
$1.25K +$1.25K +51 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$769 +$744 +30 +3,000%
HC
65
Hurley Capital
New York
$336 +$24 +1 +8%
Millennium Management
66
Millennium Management
New York
– -$1.78M -70,447 Closed
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
– -$1.34M -53,025 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$989K -39,043 Closed
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$747K -29,509 Closed
Marshall Wace
70
Marshall Wace
United Kingdom
– -$711K -28,083 Closed
CSS
71
Cubist Systematic Strategies
Connecticut
– -$275K -10,869 Closed
AT
72
Arlington Trust
Alabama
– -$25.3K -1,000 Closed
NC
73
NewSquare Capital
Pennsylvania
– -$12.7K -500 Closed
HCP
74
Hexagon Capital Partners
Arkansas
– -$2.05K -81 Closed
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