SARATOGA INVT CORP (SAR) is held by 27 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Lido Advisors, LLC as of Q2 2026.

Are institutions buying or selling SAR?

In Q2 2026, 14 institutions opened or increased positions in SARATOGA INVT CORP while 16 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on SAR?

HoldingsIntel scores SARATOGA INVT CORP across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for SAR. In Q2 2026, the institutional leg showed net outflows: 14 buying versus 16 selling.

How many hedge funds hold SAR?

27 institutional investors report holding SARATOGA INVT CORP (SAR) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into SAR?

As of Q2 2026, tracked institutions in SARATOGA INVT CORP show 14 buyers versus 16 sellers — net outflows.

SARATOGA INVT CORP

SAR·80349A208·US·Common Stock·Financial Services - Asset Management-13D/G

Holders

$24M

Total Value

47% (30)

Consensus

14 buying - 16 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Held by 27 funds

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders none · Activists Jul 2, 2025 · Congress none

Activist

TRUIST FINANCIAL CORP0.0%Jul 2, 2025

View all activist filings

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Lido Advisors, LLC	Decreased	181,518(-8.8%)	$4M	0.0%	-5.31%	0
Private Advisor Group, LLC	Decreased	146,681(-11.2%)	$3.3M	0.0%	+8.78%	0
Legal & General Group Plc	Increased	141,229(+14.9%)	$3.2M	0.0%	+18.96%	30
LPL Financial LLC	Decreased	111,909(-1.8%)	$2.5M	0.0%	+27.76%	0
WELLS FARGO & COMPANY/MN	Decreased	85,079(-0.2%)	$1.9M	0.0%	+6.41%	0
BlackRock, Inc.	Decreased	53,261(-2.5%)	$1.2M	0.0%	-7.22%	0
CITADEL ADVISORS LLC	Increased	50,507(+116.7%)	$1.1M	0.0%	-12.78%	41
RAYMOND JAMES FINANCIAL INC	Increased	49,143(+1.4%)	$1.1M	0.0%	-6.46%	25
MORGAN STANLEY	Increased	41,713(+47.5%)	$930,617	0.0%	+0.59%	23
FWFocus Partners Wealth	Increased	31,441(+13.5%)	$701,448	0.0%	-11.68%	28
XTX Topco Ltd	Increased	24,939(+147.4%)	$556,389	0.0%	-12.37%	39
Cetera Investment Advisers	Increased	23,001(+3.1%)	$513,146	0.0%	-11.56%	25
OSAIC HOLDINGS, INC.	Increased	22,747(+0.2%)	$507,484	0.0%	+3.03%	24
ROYAL BANK OF CANADA	Increased	19,238(+7.2%)	$429,000	0.0%	-7.60%	26
TWO SIGMA INVESTMENTS, LP	Decreased	17,419(-68.2%)	$388,618	0.0%	-2.07%	0
D.A. DAVIDSON & CO.	Decreased	14,895(-18.6%)	$332,323	0.0%	+26.31%	0
AMERIPRISE FINANCIAL INC	Decreased	14,782(-18.5%)	$329,775	0.0%	+11.88%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	11,122(-35.3%)	$248,140	0.0%	+1.22%	0
Steward Partners Investment Advisory, LLC	Increased	9,851(+31.8%)	$219,776	0.0%	-10.22%	29
BANK OF AMERICA CORP /DE/	Decreased	9,580(-61.7%)	$213,730	0.0%	-9.38%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

SARATOGA INVT CORP

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