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
13F holders, Q1 2026
Institutional positions in Special Opportunities Fund, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 11
- −1 vs. Q4 2025
- Shares held
- 1.68M
- −385.0K (−18.6%) vs. Q4 2025
- Total value
- $41.7M
- −$9.38M (−18.3%) vs. Q4 2025
- New holders
- 1
- 4 more added
- Sold out
- 2
- 3 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPE.PC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $42.0M |
| Q1 2026 | 11 | $41.7M |
| Q4 2025 | 12 | $51.1M |
| Q3 2025 | 12 | $52.4M |
| Q2 2025 | 10 | $43.0M |
| Q1 2025 | 10 | $42.1M |
| Q4 2024 | 10 | $41.7M |
| Q3 2024 | 9 | $39.7M |
| Q2 2024 | 8 | $8.49M |
| Q1 2024 | 9 | $38.7M |
| Q4 2023 | 7 | $38.4M |
| Q3 2023 | 9 | $38.9M |
| Q2 2023 | 9 | $39.9M |
| Q1 2023 | 9 | $40.3M |
| Q4 2022 | 9 | $40.1M |
| Q3 2022 | 9 | $41.3M |
| Q2 2022 | 8 | $42.2M |
| Q1 2022 | 6 | $8.34M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Special Opportunities Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group, LLC | 1,118,873 | $27.8M | 0.03% | −28,791−2.5% | Reduced |
| CSS LLC | 344,986 | $8.55M | 0.48% | +21,567+6.7% | Added |
| GatePass Capital, LLC | 143,320 | $3.56M | 1.73% | +10,170+7.6% | Added |
| Beverly Hills Private Wealth, LLC | 31,948 | $793.3K | 0.13% | +22,251+229.5% | Added |
| Wells Fargo & Company | 18,374 | $456.2K | 0.00% | −962−5.0% | Reduced |
| Avise Financial Cooperative, Inc. | 12,149 | $301.7K | 0.25% | +12,149 | New |
| UBS Group AG | 7,900 | $196.2K | 0.00% | −19,083−70.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,787 | $69.2K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 646 | $16.0K | 0.00% | +1+0.2% | Added |
| Advisor Group Holdings, Inc. | 295 | $7.32K | 0.00% | 00.0% | Unchanged |
| Winmill & Co. Inc | 200 | $4.97K | 0.00% | 00.0% | Unchanged |
| Seven Mile Advisory | 0 | $0 | 0.00% | −381,194−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −21,113−100.0% | Sold out |