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 2026 vs. Q4 2025
How the institutions holding Special Opportunities Fund, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 44 | 1 | 43 | 0 |
| Shares | 3.01M | 3.38K | 3.11M | +97.8K (+3.2%) |
| Value | $44.6M | $49.7K | $42.8M | −$1.76M (−4.0%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Independent Advisor Alliance | 21,188 | $291.5K | 0.00% |
| Detalus Advisors, LLC | 10,443 | $143.7K | 0.03% |
| Advisory Services Network, LLC | 910 | $12.5K | 0.00% |
| Danske Bank A/S | 4 | $55 | 0.00% |
Sold out (4)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Seven Mile Advisory | 108,416 | $1.59M |
| Envestnet Asset Management Inc | 24,735 | $363.4K |
| HighTower Advisors, LLC | 10,598 | $155.7K |
| Kestra Advisory Services, LLC | 1,495 | $22.0K |
Not filed for Q1 2026 yet (1)
Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Global Retirement Partners, LLC | 3,383 | $49.7K |