Special Opportunities Fund, Inc.
SPE- Exchange
- NYSE
- SEC CIK
- 0000897802
No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.6M in total; no superinvestor holds it.
Other share classesSPE.PC
13F holders, Q1 2024
Institutional positions in Special Opportunities Fund, Inc. as of Mar 31, 2024. 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
- 37
- +1 vs. Q4 2023
- Shares held
- 3.43M
- −184.1K (−5.1%) vs. Q4 2023
- Total value
- $42.3M
- −$550.1K (−1.3%) vs. Q4 2023
- New holders
- 5
- 9 more added
- Sold out
- 4
- 12 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPE 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 | 46 | $43.6M |
| Q1 2026 | 43 | $42.8M |
| Q4 2025 | 44 | $44.6M |
| Q3 2025 | 41 | $48.8M |
| Q2 2025 | 36 | $45.7M |
| Q1 2025 | 37 | $44.2M |
| Q4 2024 | 38 | $45.5M |
| Q3 2024 | 37 | $43.6M |
| Q2 2024 | 37 | $21.4M |
| Q1 2024 | 37 | $42.3M |
| Q4 2023 | 36 | $42.8M |
| Q3 2023 | 38 | $40.5M |
| Q2 2023 | 35 | $41.9M |
| Q1 2023 | 36 | $41.5M |
| Q4 2022 | 34 | $44.1M |
| Q3 2022 | 34 | $43.8M |
| Q2 2022 | 35 | $53.0M |
| Q1 2022 | 35 | $27.9M |
| Q4 2021 | 43 | $94.0M |
| Q3 2021 | 38 | $99.9M |
| Q2 2021 | 42 | $85.5M |
| Q1 2021 | 35 | $59.0M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Special Opportunities Fund, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 39 | $493 | 0.00% | +9+30.0% | Added |
| Bessemer Group Inc | 176 | $2.00K | 0.00% | −10−5.4% | Reduced |
| Winmill & Co. Inc | 2,000 | $25.3K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,370 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,692 | $34.0K | 0.01% | +2,692 | New |
| Crewe Advisors LLC | 6,970 | $88.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 7,283 | $92.1K | 0.00% | +50+0.7% | Added |
| Cresset Asset Management, LLC | 10,000 | $126.4K | 0.00% | +10,000 | New |
| HighTower Advisors, LLC | 11,341 | $131.0K | 0.00% | −712−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 10,545 | $133.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,200 | $141.6K | 0.00% | +400+3.7% | Added |
| Brighton Jones LLC | 13,246 | $167.4K | 0.01% | +13,246 | New |
| Patron Partners Advisors, LLC | 13,825 | $174.7K | 0.11% | +13,825 | New |
| Private Advisor Group, LLC | 14,462 | $182.8K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 14,644 | $185.1K | 0.02% | +504+3.6% | Added |
| Live Oak Private Wealth LLC | 14,853 | $187.7K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15,478 | $195.0K | 0.02% | +928+6.4% | Added |
| Harbour Investments, Inc. | 15,924 | $201.3K | 0.01% | +359+2.3% | Added |
| NWF Advisory Services Inc. | 16,500 | $208.6K | 0.03% | 00.0% | Unchanged |
| Rpo LLC | 17,158 | $216.9K | 0.32% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 17,369 | $220.0K | 0.01% | −1,058−5.7% | Reduced |
| Wells Fargo & Company | 18,388 | $232.4K | 0.00% | −3,598−16.4% | Reduced |
| Alpine Global Management, LLC | 21,424 | $270.8K | 0.05% | 00.0% | Unchanged |
| Matisse Capital | 22,786 | $288.0K | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25,500 | $322.3K | 0.01% | −334−1.3% | Reduced |
| Raymond James & Associates | 32,494 | $410.7K | 0.00% | +8,150+33.5% | Added |
| SkyView Investment Advisors, LLC | 32,490 | $411.0K | 0.08% | +32,490 | New |
| First Manhattan Co | 34,000 | $429.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 75,457 | $953.8K | 0.00% | +1,878+2.6% | Added |
| Scotia Capital Inc. | 88,137 | $1.11M | 0.01% | −3,129−3.4% | Reduced |
| Shaker Financial Services, LLC | 102,759 | $1.30M | 0.50% | −94,589−47.9% | Reduced |
| Epiq Partners, LLC | 119,435 | $1.51M | 1.00% | −21,760−15.4% | Reduced |
| Morgan Stanley | 135,931 | $1.72M | 0.00% | +610.0% | Added |
| CSS LLC | 258,384 | $3.27M | 0.26% | −3,000−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 261,706 | $3.31M | 0.71% | −5,946−2.2% | Reduced |
| Rivernorth Capital Management, LLC | 380,554 | $4.81M | 0.23% | −47,894−11.2% | Reduced |
| Relative Value Partners Group, LLC | 1,599,294 | $19.2M | 1.18% | −15,655−1.0% | Reduced |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −41,306−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −23,616−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,839−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |