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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 %
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.75M -$1.24M -50,200 -18%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$5.17M +$383K +15,440 +8%
Lido Advisors
3
Lido Advisors
California
$4.62M +$1.39M +56,125 +43%
Two Sigma Investments
4
Two Sigma Investments
New York
$4.36M -$1.49M -60,027 -25%
PAG
5
Private Advisor Group
New Jersey
$3.75M +$632K +25,488 +20%
AAM
6
Advisors Asset Management
Colorado
$2.61M -$229K -9,226 -8%
Wells Fargo
7
Wells Fargo
California
$2.5M +$16.2K +655 +0.7%
LPL Financial
8
LPL Financial
California
$2.4M +$199K +8,019 +9%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.35M +$25.3K +1,020 +1%
Morgan Stanley
10
Morgan Stanley
New York
$1.93M -$366K -14,740 -16%
BlackRock
11
BlackRock
New York
$1.73M +$439K +17,682 +34%
Ameriprise
12
Ameriprise
Minnesota
$1.66M -$40.6K -1,641 -2%
IAIM
13
International Assets Investment Management
Florida
$1.3M -$56.4K -2,276 -4%
BAMF
14
BI Asset Management Fondsmaeglerselskab
Denmark
$1.25M – – –
EFG
15
Ethos Financial Group
Pennsylvania
$1.21M +$76.6K +3,089 +7%
PVM
16
Palogic Value Management
Texas
$1.16M – – –
TI
17
Trexquant Investment
Connecticut
$1.07M -$588K -23,721 -35%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$990K +$175K +7,040 +21%
NLP
19
Next Level Private
New York
$971K – – –
VIA
20
Virtus Investment Advisers
Connecticut
$900K -$171K -6,888 -16%
RWA
21
Redhawk Wealth Advisors
Minnesota
$845K +$845K +34,092 New
JCP
22
JB Capital Partners
New York
$823K – – –
DADC
23
D.A. Davidson & Co
Montana
$772K +$27.1K +1,093 +4%
Raymond James Financial
24
Raymond James Financial
Florida
$766K -$53.7K -2,164 -7%
CRC
25
Curi RMB Capital
Illinois
$744K – – –
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