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Saratoga Investment

71 hedge funds and large institutions have $55.1M invested in Saratoga Investment in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

9% more funds holding

Funds holding: 6571 (+6)

5% less capital invested

Capital invested by funds: $57.9M → $55.1M (-$2.83M)

1.05% less ownership

Funds ownership: 15.2%14.15% (-1.1%)

31% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.45M

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
15
Closed
6
Calls
$1M
Puts
$1.45M
Net Calls
-$449K
Net Calls Change
-$267K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
51
Promus Capital
Illinois
$31K
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$24.5K +$25.1K +1,006 New
IA
53
IFP Advisors
Florida
$24.4K
UBS Group
54
UBS Group
Switzerland
$23.4K -$330K -13,228 -93%
SPIA
55
Steward Partners Investment Advisory
New York
$17.9K
Bank of America
56
Bank of America
North Carolina
$17.1K
EWM
57
Evolution Wealth Management
Florida
$15.9K +$150 +6 +0.9%
SOADOR
58
State of Alaska Department of Revenue
Alaska
$15K +$15.7K +630 New
PP
59
PFS Partners
New Jersey
$12.3K
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$12.2K -$4.99K -200 -29%
EB
61
Eastern Bank
Massachusetts
$9.76K +$9.98K +400 New
HAP
62
Harbor Asset Planning
Massachusetts
$6.37K
Russell Investments Group
63
Russell Investments Group
United Kingdom
$3.9K +$3.99K +160 New
MCM
64
MAI Capital Management
Ohio
$3.05K
SIS
65
Strategic Investment Solutions
Illinois
$2.44K
MAFA
66
MJT & Associates Financial Advisory
Minnesota
$2.29K
HFS
67
Hantz Financial Services
Michigan
$2K +$1.87K +75 New
WFA
68
West Financial Advisors
Iowa
$1.27K +$25 +1 +2%
BTI
69
Blue Trust Inc
Georgia
$488 +$499 +20 New
HC
70
Hurley Capital
New York
$341
Fidelity Investments
71
Fidelity Investments
Massachusetts
$24 -$749 -30 -97%
Jane Street
72
Jane Street
New York
-$355K -14,328 Closed
CIA
73
Concurrent Investment Advisors
Florida
-$242K -9,768 Closed
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
-$200K -8,077 Closed
S
75
SignatureFD
Georgia
-$10.9K -439 Closed

SAR Hedge Fund Activity: Q3 2025 in Review

71 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q3 2025, worth a combined $55.1M — down 4.9% from $57.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SAR positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $730K. The largest seller was Two Sigma Advisers, cutting an estimated $3.27M.

  • 71 institutional investors held Saratoga Investment (SAR) as of Q3 2025, up from 65 in Q2 2025.
  • Funds reported $55.1M of Saratoga Investment stock for Q3 2025, down 4.9% quarter-over-quarter.
  • 13 funds opened new Saratoga Investment positions in Q3 2025 and 6 closed out, a net change of +7 holders.
  • The largest Saratoga Investment buyer in Q3 2025 was BlackRock, an estimated $730K added.
  • The largest Saratoga Investment seller in Q3 2025 was Two Sigma Advisers, an estimated $3.27M sold.

Based on aggregated 13F filings for Q3 2025.