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SARATOGA INVESTMENT CORP. hedge fund holdings

SARNYSE
$16.61+0.13 (+0.79% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SAR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-32.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252121$5.98M$8.47M62Aug 14, 2025
Q3 20253015$5.73M$7.83M69Nov 14, 2025
Q4 20252426$3.56M$11.3M70Feb 14, 2026
Q1 20261921$3.91M$7.9M61May 15, 2026
Q2 20262019$3.76M$4.78M57Aug 14, 2026

Quarterly action breakdown

Q2 2026
57 filers
New position
5
$46.7K+2.1K sh
Increased
15
$3.71M+166K sh
Reduced
14
-$4.01M-180K sh
Out / sold
5
-$765K-34.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
BI Asset Management Fondsmaeglerselskab A/SReduce 81.56%-$491K$111K0.00%Aug 10, 2026
PFG AdvisorsSell 100%-$475K$00.00%Jul 16, 2026
Lido Advisors, LLCReduce 8.85%-$393K$4.05M0.01%Aug 7, 2026
Hennion & Walsh Asset Management, Inc.Reduce 7.72%-$237K$2.83M0.08%Jul 8, 2026
VestGen Advisors, LLCReduce 49.51%-$213K$217K0.01%Aug 11, 2026
Virtus Investment Advisers, LLCReduce 19.40%-$111K$463K0.11%Aug 11, 2026
Focus Financial Network, Inc.Added 19.09%+$90.2K$563K0.02%Jul 9, 2026
Greenwood Gearhart LLCAdded 20.79%+$82.5K$480K0.02%Jul 24, 2026
Ethos Financial Group, LLCAdded 6.98%+$82.3K$1.26M0.08%Aug 7, 2026
D.A. Davidson & Co.Reduce 18.62%-$76K$332K0.00%Jul 24, 2026
Daytona Street Capital LLCSell 100%-$50.4K$00.00%Aug 3, 2026
Triumph Capital ManagementAdded 66.20%+$26.2K$65.8K0.01%Jul 21, 2026
IFG Advisory, LLCNew Buy+$22.3K$22.3K0.00%Aug 14, 2026
Wedbush Securities IncReduce 4.67%-$11.2K$228K0.01%Jul 28, 2026
Register Financial Advisors LLCAdded 0.40%+$535$134K0.04%Jul 15, 2026
Quarry LPNew Buy+$446$4460.00%Aug 14, 2026
Frazier Financial Advisors, LLCNew Buy+$224$2240.00%Aug 10, 2026
Avion WealthAdded 3.32%+$128$4K0.00%Jul 31, 2026
West Financial Advisors, LLCAdded 1.79%+$22$1.28K0.00%Jul 8, 2026

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