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
Q1 2025 vs. Q4 2024
How the institutions holding Special Opportunities Fund, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 38 | 1 | 37 | 0 |
| Shares | 3.11M | 3.10K | 2.94M | −165.5K (−5.3%) |
| Value | $45.5M | $45.4K | $44.2M | −$1.27M (−2.8%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 112,810 | $1.69M | 0.03% |
| Envestnet Asset Management Inc | 24,197 | $363.5K | 0.00% |
| Susquehanna International Group, LLP | 20,486 | $307.7K | 0.00% |
| Cetera Investment Advisers | 19,530 | $293.4K | 0.00% |
| NWF Advisory Services Inc. | 14,700 | $220.8K | 0.03% |
| Eastern Bank | 727 | $10.9K | 0.00% |
| CoreCap Advisors, LLC | 375 | $5.63K | 0.00% |
Sold out (7)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Independent Advisor Alliance | 94,349 | $1.38M |
| Jefferies Financial Group Inc. | 30,010 | $439.0K |
| CF Capital LLC | 27,500 | $402.3K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,542 | $227.4K |
| Aspiriant, LLC | 13,246 | $193.8K |
| Absolute Investment Advisers LLC | 10,504 | $153.7K |
| Quarry LP | 3,023 | $44.2K |
Not filed for Q1 2025 yet (1)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Global Retirement Partners, LLC | 3,103 | $45.4K |