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
Q3 2025 vs. Q2 2025
How the institutions holding Special Opportunities Fund, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 36 | 41 | +5 |
| Shares | 2.95M | 3.15M | +196.6K (+6.7%) |
| Value | $45.7M | $48.8M | +$3.08M (+6.8%) |
New holders (8)
Institutions that held Special Opportunities Fund, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Seven Mile Advisory | 106,074 | $1.64M | 0.27% |
| Guggenheim Capital LLC | 20,714 | $321.1K | 0.00% |
| TrueMark Investments, LLC | 14,552 | $225.6K | 0.04% |
| HighTower Advisors, LLC | 10,567 | $163.8K | 0.00% |
| Wolverine Asset Management LLC | 7,252 | $112.4K | 0.00% |
| Rockefeller Capital Management L.P. | 890 | $13.8K | 0.00% |
| Advisory Services Network, LLC | 882 | $13.7K | 0.00% |
| Highline Wealth Partners LLC | 200 | $3.10K | 0.00% |
Sold out (3)
Institutions that held Special Opportunities Fund, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Truist Financial Corp | 19,290 | $298.8K |
| Wetherby Asset Management Inc | 12,637 | $195.7K |
| Godsey & Gibb Associates | 1,155 | $17.9K |