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
Q2 2026 vs. Q1 2026
How the institutions holding Special Opportunities Fund, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 43 | 46 | +3 |
| Shares | 3.11M | 3.23M | +125.9K (+4.0%) |
| Value | $42.8M | $43.6M | +$794.8K (+1.9%) |
New holders (8)
Institutions that held Special Opportunities Fund, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Permanent Capital Management, LP | 22,114 | $297.9K | 0.04% |
| Leavell Investment Management, Inc. | 16,800 | $226.3K | 0.01% |
| XTX Topco Ltd | 10,990 | $148.0K | 0.00% |
| PMG Family Office LLC | 10,137 | $136.5K | 0.13% |
| Global Retirement Partners, LLC | 3,705 | $49.9K | 0.00% |
| SkyView Investment Advisors, LLC | 3,241 | $44.0K | 0.03% |
| First Horizon Corp | 103 | $1.39K | 0.00% |
| Aspect Partners, LLC | 10 | $135 | 0.00% |
Sold out (5)
Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Independent Advisor Alliance | 21,188 | $291.5K |
| MAI Capital Management | 5,372 | $73.9K |
| Advisory Services Network, LLC | 910 | $12.5K |
| Sound Income Strategies, LLC | 740 | $10.2K |
| Danske Bank A/S | 4 | $55 |