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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
NA
76
NewEdge Advisors
Louisiana
-$8.88K -358 Closed
FMP
77
Financial Management Professionals
Texas
-$4.49K -181 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.