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
Q4 2024 vs. Q3 2024
How the institutions holding Special Opportunities Fund, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 37 | 1 | 38 | +2 |
| Shares | 3.14M | 28.9K | 3.11M | −4.52K (−0.1%) |
| Value | $43.6M | $402.4K | $45.5M | +$2.35M (+5.5%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Independent Advisor Alliance | 94,349 | $1.38M | 0.02% |
| GatePass Capital, LLC | 79,750 | $1.17M | 1.27% |
| Raymond James Financial Inc | 30,984 | $453.3K | 0.00% |
| Jefferies Financial Group Inc. | 30,010 | $439.0K | 0.00% |
| CF Capital LLC | 27,500 | $402.3K | 0.43% |
| Oppenheimer & Co Inc | 22,766 | $333.1K | 0.00% |
| Truist Financial Corp | 22,439 | $328.3K | 0.00% |
| Aspiriant, LLC | 13,246 | $193.8K | 0.01% |
| Absolute Investment Advisers LLC | 10,504 | $153.7K | 0.02% |
| K2 Principal Fund, L.P. | 10,000 | $146.3K | 0.02% |
| MAI Capital Management | 3,753 | $54.9K | 0.00% |
| Global Retirement Partners, LLC | 3,103 | $45.4K | 0.00% |
| Quarry LP | 3,023 | $44.2K | 0.01% |
Sold out (11)
Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Epiq Partners, LLC | 67,426 | $937.9K |
| Alpine Global Management, LLC | 25,000 | $347.8K |
| Matisse Capital | 22,786 | $317.0K |
| Private Advisor Group, LLC | 16,462 | $229.0K |
| NWF Advisory Services Inc. | 15,900 | $221.2K |
| Landscape Capital Management, L.L.C. | 14,755 | $205.2K |
| HighTower Advisors, LLC | 13,374 | $179.0K |
| Susquehanna International Group, LLP | 12,609 | $175.4K |
| Dynamic Advisor Solutions LLC | 10,125 | $140.8K |
| Crewe Advisors LLC | 6,970 | $97.0K |
| Bessemer Group Inc | 250 | $3.00K |
Not filed for Q4 2024 yet (1)
Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 28,929 | $402.4K |