Who Owns Special Opportunities Fund, Inc. (SPE)?Hedge Fund & Institutional Holders

$14.13+0.14 (+1.04%)Financial ServicesNYSE

Institutional Holders

47

as of Q4 2025

Total Institutional Value

$1.900000039510002e+142T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$12.74$13.36$13.97$14.59$15.20Aug 24Jun 25Mar 26

SPE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Focus Partners WealthNew Position+1.3M+$19.0B
Shaker Financial Services, LLCNew Position+251K+$4.0B
GatePass Capital, LLCNew Position+132K+$1.9B
OPPENHEIMER & CO INCNew Position+21K+$305.0M
Sowell Financial Services LLCNew Position+17K+$255.0M
TrueMark Investments, LLCNew Position+15K+$219.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+937+$13.0M
Indiana Trust & Investment Management CoNew Position+810+$11.0M
EASTERN BANKNew Position+727+$10.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+279K+$4.1M
Live Oak Private Wealth LLCNew Position+15K+$218K
Keating Financial Advisory Services, Inc.New Position+5K+$77K
NBC SECURITIES, INC.Increased+4K+$39K
ENVESTNET ASSET MANAGEMENT INCNew Position+25K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+13K+$0

SPE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kovitz Investment Group Partners, LLCClosed Position-1.4M-$21.4B
GUGGENHEIM CAPITAL LLCDecreased-511-$321.1M
OSAIC HOLDINGS, INC.Decreased-2K-$314.5M
WELLS FARGO & COMPANY/MNDecreased-2K-$221.1M
UBS Group AGDecreased-2K-$27.7M
NWF Advisory Services Inc.Decreased-2K-$22.2M
Advisory Services Network, LLCClosed Position-882-$13.7M
MORGAN STANLEYDecreased-7K-$244K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth1,323,104$19.0B21.65%Share
2Shaker Financial Services, LLC250,579$4.0B1.25%Share
3GatePass Capital, LLC131,750$1.9B1.00%Share
4CSS LLC/IL115,979$1.7B0.08%Share
5SEVEN MILE ADVISORY108,416$1.6B0.27%Share
6RIVERNORTH CAPITAL MANAGEMENT, LLC103,488$1.5B0.07%Share
7Advisors Asset Management, Inc.112,888$1.0B16.79%Share
8SCOTIA CAPITAL INC.108,205$1.0B4.03%Share
9OPPENHEIMER & CO INC20,766$305.0M4.33%Share
10Sowell Financial Services LLC17,369$255.0M0.01%Share
11TrueMark Investments, LLC14,915$219.0M0.04%Share
12NWF Advisory Services Inc.13,600$199.0M0.02%Share
13UBS Group AG4,933$72.0M0.01%Share
14WOLVERINE ASSET MANAGEMENT LLC937$13.0M0.10%Share
15Indiana Trust & Investment Management Co810$11.0M0.00%Share
16EASTERN BANK727$10.0M0.17%Share
17Sound Income Strategies, LLC692$10.0M0.00%Share
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC278,909$4.1M0.60%Share
19HIGHLINE WEALTH PARTNERS LLC200$2.0M0.00%Share
20MORGAN STANLEY73,373$1.0M0.00%Share
21NBC SECURITIES, INC.19,770$290K0.02%Share
22HARBOUR INVESTMENTS, INC.16,284$239K0.00%Share
23Live Oak Private Wealth LLC14,853$218K0.03%Share
24Keating Financial Advisory Services, Inc.5,308$77K0.01%Share
25PATRON PARTNERS, LLC13,825$00.00%Share
26CVA Family Office, LLC39$00.00%Share
27NewEdge Advisors, LLC2,162$00.00%Share
28Cetera Investment Advisers38,001$00.00%Share
29HighTower Advisors, LLC10,598$00.00%Share
30Rockefeller Capital Management L.P.890$00.00%Share
31WINMILL & CO. INC2,000$00.00%Share
32MAI Capital Management5,203$00.00%Share
33Kestra Advisory Services, LLC1,495$00.00%Share
34ENVESTNET ASSET MANAGEMENT INC24,735$00.00%Share
35Global Retirement Partners, LLC3,383$00.00%Share
36MORGAN STANLEY9$00.00%Share
37OSAIC HOLDINGS, INC.18,000$00.00%Share
38WELLS FARGO & COMPANY/MN330$00.00%Share
39WELLS FARGO & COMPANY/MN11,543$00.00%Share
40ROYAL BANK OF CANADA2,148$00.00%Share
41FIRST MANHATTAN CO. LLC.40,010$00.00%Share
42COMMONWEALTH EQUITY SERVICES, LLC15,885$00.00%Share
43RAYMOND JAMES FINANCIAL INC29,078$00.00%Share
44RAYMOND JAMES FINANCIAL INC4,043$00.00%Share
45GUGGENHEIM CAPITAL LLC20,203$00.00%Share
46Ancora Advisors LLC18,470$00.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP13,367$00.00%Share

SPE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$32.8B+17
Q3 202527$33.4B-7
Q2 202534$38.3B-1
Q1 202535$38.1B-2
Q4 202437$83.3B+8
Q3 202429$402.2B+3
Q2 202426$518.4B+2
Q1 202424$147.3B—

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As of Q4 2025, 47 institutional investors hold SPE (Special Opportunities Fund, Inc.). The largest holder is Focus Partners Wealth with $19.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SPE?

As of Q4 2025, 47 institutional investors report holding SPE (Special Opportunities Fund, Inc.) in their 13F filings.

Who is the largest institutional holder of SPE?

The largest institutional holder of SPE is Focus Partners Wealth with $19.0B in shares.

Is institutional ownership of SPE increasing or decreasing?

This quarter, 14 institutions opened new positions in SPE and 2 closed their positions.