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Special Opportunities Fund, Inc.

SPE.PC
Exchange
NYSE
SEC CIK
0000897802

No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $42.0M in total; no superinvestor holds it.

Other share classesSPE

Q4 2025 vs. Q3 2025

How the institutions holding Special Opportunities Fund, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SPE.PC: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders12120
Shares2.10M2.07M−33.6K (−1.6%)
Value$52.4M$51.1M−$1.28M (−2.4%)

New holders (2)

Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SPE.PC in Q4 2025
InstitutionSharesValue% of portfolio
Colony Group, LLC1,147,664$28.4M0.03%
Beverly Hills Private Wealth, LLC9,697$239.7K0.04%

Sold out (2)

Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SPE.PC in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Kovitz Investment Group Partners, LLC1,217,502$30.4M
Susquehanna International Group, LLP8,054$201.0K