Special Opportunities Fund, Inc.

SPE

Exchange: NYSE
SEC CIK: 0000897802

SEC filings (opens in a new tab)

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

Q2 2025 vs. Q1 2025

How the institutions holding Special Opportunities Fund, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of SPE: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Q2 2025	Change
Holders	37	36	−1
Shares	2.94M	2.95M	+7.13K (+0.2%)
Value	$44.2M	$45.7M	+$1.49M (+3.4%)

New holders (2)

Institutions that held Special Opportunities Fund, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SPE in Q2 2025
Institution	Shares	Value	% of portfolio
Wetherby Asset Management Inc	12,637	$195.7K	0.01%
Global Retirement Partners, LLC	3,241	$50.2K	0.00%

Sold out (3)

Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SPE in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Susquehanna International Group, LLP	20,486	$307.7K
K2 Principal Fund, L.P.	11,878	$178.4K
CoreCap Advisors, LLC	375	$5.63K