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Saratoga Investment

71 hedge funds and large institutions have $48.4M invested in Saratoga Investment in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
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
$817K
Puts
$1.57M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$24.6K
IA
52
IFP Advisors
Florida
$23.1K
EWM
53
Evolution Wealth Management
Florida
$16.2K
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$15.8K
SOADOR
55
State of Alaska Department of Revenue
Alaska
$14K
PP
56
PFS Partners
New Jersey
$11.6K
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$11.5K
Russell Investments Group
58
Russell Investments Group
United Kingdom
$11.1K
FHA
59
Flagship Harbor Advisors
Massachusetts
$10.2K
EB
60
Eastern Bank
Massachusetts
$9.23K
HAP
61
Harbor Asset Planning
Massachusetts
$6.02K
LWANC
62
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.56K
TCM
63
Triumph Capital Management
Colorado
$5.19K
AW
64
Avion Wealth
Texas
$4K
MCM
65
MAI Capital Management
Ohio
$2.88K
SIS
66
Strategic Investment Solutions
Illinois
$2.31K
MAFA
67
MJT & Associates Financial Advisory
Minnesota
$2.17K
WFA
68
West Financial Advisors
Iowa
$1.24K
LFG
69
Larson Financial Group
Missouri
$1.13K
BTI
70
Blue Trust Inc
Georgia
$461
HC
71
Hurley Capital
New York
$333
RWA
72
Redhawk Wealth Advisors
Minnesota
CRC
73
Curi RMB Capital
Illinois
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
Marshall Wace
75
Marshall Wace
United Kingdom