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Saratoga Investment
SAR

Overview Fund Activity

66 hedge funds and large institutions have $63.9M invested in Saratoga Investment in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
12
Closed
8
Calls
$755K
Puts
$859K
Net Calls
-$104K
Net Calls Change
-$195K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$7.14M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.97M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.89M
4
EFG
4
Ethos Financial Group
Pennsylvania
$1.15M
5
VIA
5
Virtus Investment Advisers
Connecticut
$1.09M

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$306K
2
Millennium Management
2
Millennium Management
New York
$1.78M
3
VEA
3
Virtus ETF Advisers
New York
$0
4
IAIM
4
International Assets Investment Management
Florida
$1.39M
5
CCIA
5
Campbell & Co Investment Adviser
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$7.14M 282,000 +136,900 +94%
Two Sigma Investments
2
Two Sigma Investments
New York
$5.97M 235,867 +107,488 +84%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.89M 193,168 +48,351 +33%
Lido Advisors
4
Lido Advisors
California
$3.3M 130,128 +35,147 +37%
PAG
5
Private Advisor Group
New Jersey
$3.19M 125,792 +3,497 +3%
AAM
6
Advisors Asset Management
Colorado
$2.9M 114,511 +7,110 +7%
Wells Fargo
7
Wells Fargo
California
$2.54M 100,265 -9,519 -9%
Legal & General Group
8
Legal & General Group
United Kingdom
$2.38M 93,930 +2,933 +3%
Morgan Stanley
9
Morgan Stanley
New York
$2.35M 92,653 -1,539 -2%
LPL Financial
10
LPL Financial
California
$2.25M 88,665 +1,361 +2%
Millennium Management
11
Millennium Management
New York
$1.78M 70,447 -34,682 -33%
Ameriprise
12
Ameriprise
Minnesota
$1.74M 68,540 +8,579 +14%
TI
13
Trexquant Investment
Connecticut
$1.7M 66,974 +2,957 +5%
IAIM
14
International Assets Investment Management
Florida
$1.39M 54,886 -24,683 -31%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$1.34M 53,025 +9,173 +21%
BlackRock
16
BlackRock
New York
$1.32M 51,916 -1,082 -2%
BAMF
17
BI Asset Management Fondsmaeglerselskab
Denmark
$1.27M 50,232 -8,827 -15%
PVM
18
Palogic Value Management
Texas
$1.18M 46,680 – –
EFG
19
Ethos Financial Group
Pennsylvania
$1.15M 45,507 +45,507 New
VIA
20
Virtus Investment Advisers
Connecticut
$1.09M 43,188 +43,188 New
NLP
21
Next Level Private
New York
$992K 39,154 – –
Citadel Advisors
22
Citadel Advisors
Florida
$989K 39,043 +21,154 +118%
JCP
23
JB Capital Partners
New York
$839K 33,847 – –
Raymond James Financial
24
Raymond James Financial
Florida
$837K 33,032 -1,000 -3%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$833K 32,886 +41 +0.1%
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