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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

13F holders, Q3 2026

Institutional positions in Special Opportunities Fund, Inc. as of Sep 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
0 vs. Q2 2026
Shares held
750
0 (0.0%) vs. Q2 2026
Total value
$9.48K
−$623 (−6.2%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
0 more reduced

45 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SPE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holders
Q1 2021: 35 institutionsQ2 2021: 42 institutionsQ3 2021: 38 institutionsQ4 2021: 43 institutionsQ1 2022: 35 institutionsQ2 2022: 35 institutionsQ3 2022: 34 institutionsQ4 2022: 34 institutionsQ1 2023: 36 institutionsQ2 2023: 35 institutionsQ3 2023: 38 institutionsQ4 2023: 36 institutionsQ1 2024: 37 institutionsQ2 2024: 37 institutionsQ3 2024: 37 institutionsQ4 2024: 38 institutionsQ1 2025: 37 institutionsQ2 2025: 36 institutionsQ3 2025: 41 institutionsQ4 2025: 44 institutionsQ1 2026: 43 institutionsQ2 2026: 46 institutions
Value held
Q1 2021: $59.0MQ2 2021: $85.5MQ3 2021: $99.9MQ4 2021: $94.0MQ1 2022: $27.9MQ2 2022: $53.0MQ3 2022: $43.8MQ4 2022: $44.1MQ1 2023: $41.5MQ2 2023: $41.9MQ3 2023: $40.5MQ4 2023: $42.8MQ1 2024: $42.3MQ2 2024: $21.4MQ3 2024: $43.6MQ4 2024: $45.5MQ1 2025: $44.2MQ2 2025: $45.7MQ3 2025: $48.8MQ4 2025: $44.6MQ1 2026: $42.8MQ2 2026: $43.6M
Institutions holding SPE and their total value by quarter
QuarterHoldersValue
Q2 202646$43.6M
Q1 202643$42.8M
Q4 202544$44.6M
Q3 202541$48.8M
Q2 202536$45.7M
Q1 202537$44.2M
Q4 202438$45.5M
Q3 202437$43.6M
Q2 202437$21.4M
Q1 202437$42.3M
Q4 202336$42.8M
Q3 202338$40.5M
Q2 202335$41.9M
Q1 202336$41.5M
Q4 202234$44.1M
Q3 202234$43.8M
Q2 202235$53.0M
Q1 202235$27.9M
Q4 202143$94.0M
Q3 202138$99.9M
Q2 202142$85.5M
Q1 202135$59.0M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Special Opportunities Fund, Inc.; share changes are against Q2 2026.

Institutions holding SPE in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Eastern Bank750$9.48K0.00%00.0%Unchanged
Colony Group, LLC––––Not filed
Shaker Financial Services, LLC––––Not filed
Blue Bell Private Wealth Management, LLC––––Not filed
CSS LLC––––Not filed
Scotia Capital Inc.––––Not filed
Advisors Asset Management, Inc.––––Not filed
Morgan Stanley––––Not filed
GatePass Capital, LLC––––Not filed
First Manhattan Co––––Not filed
Oppenheimer & Co Inc––––Not filed
Raymond James Financial Inc––––Not filed
NBC Securities, Inc.––––Not filed
Permanent Capital Management, LP––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Cetera Investment Advisers––––Not filed
Guggenheim Capital LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Sowell Financial Services LLC––––Not filed
Rivernorth Capital Management, LLC––––Not filed
TrueMark Investments, LLC––––Not filed
Leavell Investment Management, Inc.––––Not filed
Ancora Advisors, LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Live Oak Private Wealth LLC––––Not filed
Wolverine Asset Management LLC––––Not filed
Patron Partners Advisors, LLC––––Not filed
NWF Advisory Services Inc.––––Not filed
Harbour Investments, Inc.––––Not filed
XTX Topco Ltd––––Not filed
Detalus Advisors, LLC––––Not filed
PMG Family Office LLC––––Not filed
Royal Bank of Canada––––Not filed
UBS Group AG––––Not filed
Global Retirement Partners, LLC––––Not filed
SkyView Investment Advisors, LLC––––Not filed
GWM Advisors LLC––––Not filed
Winmill & Co. Inc––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Wells Fargo & Company––––Not filed
Highline Wealth Partners LLC––––Not filed
First Horizon Corp––––Not filed
CVA Family Office, LLC––––Not filed
Indiana Trust & Investment Management CO––––Not filed
Aspect Partners, LLC––––Not filed