Security Snapshot

SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) Institutional Ownership

CUSIP: 84741T104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

44

Shares (Excl. Options)

3,013,272

Price

$14.69

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Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
SPE on NYSE
Shares outstanding
10,626,898
Price per share
$14.03
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,013,272
Total reported value
$44,575,396
% of total 13F portfolios
0%
Share change
-136,591
Value change
-$3,226,860
Number of holders
44
Price from insider filings
$14.03
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share is tracked under CUSIP 84741T104.
  • 44 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 44 to 24 between Q4 2025 and Q1 2026.
  • Reported value moved from $44,575,396 to $16,332,382.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 44 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 84741T104?
CUSIP 84741T104 identifies SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Kovitz Investment Group Partners, LLC 14% $22,280,697 1,439,321 Kovitz Investment Group Partners, LLC 31 Aug 2025
Focus Partners Wealth 13% $21,154,499 1,377,246 Focus Partners Wealth 01 Jan 2026

As of 31 Dec 2025, 44 institutional investors reported holding 3,013,272 shares of SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE). This represents 28% of the company’s total 10,626,898 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Focus Partners Wealth 12% 1,323,104 0.02% $19,442,822
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2.6% 278,909 +2.4% 0.6% $4,097,172
Shaker Financial Services, LLC 2.4% 250,579 -29% 1.3% $3,951,634
GatePass Capital, LLC 1.2% 131,750 -1.9% 1% $1,935,408
CSS LLC/IL 1.1% 115,979 0% 0.1% $1,703,732
Advisors Asset Management, Inc. 1.1% 112,888 +0.44% 0.03% $1,658,325
SEVEN MILE ADVISORY 1% 108,416 +2.2% 0.27% $1,592,626
SCOTIA CAPITAL INC. 1% 108,205 +1.1% 0.01% $1,589,524
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.97% 103,488 +0.35% 0.07% $1,520,239
MORGAN STANLEY 0.69% 73,382 -8.6% 0% $1,077,989
FIRST MANHATTAN CO. LLC. 0.38% 40,010 +27% 0% $620,364
Cetera Investment Advisers 0.36% 38,001 +19% 0% $558,224
RAYMOND JAMES FINANCIAL INC 0.31% 33,121 +17% 0% $486,544
ENVESTNET ASSET MANAGEMENT INC 0.23% 24,735 +14% 0% $363,355
OPPENHEIMER & CO INC 0.2% 20,766 -6.7% 0% $305,053
GUGGENHEIM CAPITAL LLC 0.19% 20,203 -2.5% 0% $296,782
NBC SECURITIES, INC. 0.19% 19,770 +22% 0.02% $290,427
Ancora Advisors LLC 0.17% 18,470 0% 0.01% $271,324
OSAIC HOLDINGS, INC. 0.17% 18,000 -10% 0% $264,419
Sowell Financial Services LLC 0.16% 17,369 0% 0.01% $255,151
HARBOUR INVESTMENTS, INC. 0.15% 16,284 0% 0% $239,215
COMMONWEALTH EQUITY SERVICES, LLC 0.15% 15,885 +2.4% 0% $233,340
TrueMark Investments, LLC 0.14% 14,915 +2.5% 0.04% $219,101
Live Oak Private Wealth LLC 0.14% 14,853 0% 0.03% $218,191
PATRON PARTNERS, LLC 0.13% 13,825 0% 0.09% $203,089

Institutional Holders of SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,186,943 $16,332,382 +$1,007,845 $13.76 24
2025 Q4 3,013,272 $44,575,396 -$3,226,860 $14.69 44
2025 Q3 3,144,555 $48,742,912 +$3,047,645 $15.50 41
2025 Q2 2,947,947 $45,659,674 +$77,935 $15.49 36
2025 Q1 2,940,812 $44,174,217 -$2,790,505 $15.02 37
2024 Q4 4,680,742 $68,478,814 -$1,896,840 $14.63 40
2024 Q3 3,143,782 $43,552,356 +$20,836,050 $13.91 37
2024 Q2 1,637,503 $21,406,193 -$21,648,022 $13.08 37
2024 Q1 3,426,814 $42,263,002 -$2,259,939 $12.64 37
2023 Q4 3,610,874 $42,813,076 -$988,492 $11.86 36
2023 Q3 3,727,062 $40,713,037 -$247,428 $10.93 39
2023 Q2 3,732,779 $41,900,917 -$659,542 $11.22 35
2023 Q1 3,792,556 $41,494,558 -$1,098,681 $10.94 36
2022 Q4 3,872,110 $208,847,199 -$88,426 $11.40 34
2022 Q3 3,952,196 $43,844,000 -$2,523,508 $11.09 31
2022 Q2 4,173,798 $52,954,000 +$6,192,474 $12.37 34
2022 Q1 1,749,576 $26,259,000 -$15,599,984 $15.01 32
2021 Q4 6,088,354 $94,011,000 -$8,231,262 $15.45 42
2021 Q3 6,501,833 $99,934,000 +$13,465,070 $15.37 38
2021 Q2 5,633,977 $85,464,000 +$24,696,730 $15.17 41
2021 Q1 4,023,150 $58,985,000 +$2,956,404 $14.66 34
2020 Q4 3,824,220 $53,842,000 -$608,831 $14.08 33
2020 Q3 3,858,047 $47,699,000 -$1,107,588 $12.41 27
2020 Q2 3,948,017 $44,494,000 -$2,897,421 $11.27 27
2020 Q1 4,208,201 $204,818,000 +$53,416 $9.50 28
2019 Q4 4,196,477 $61,902,000 -$3,770,404 $14.73 27
2019 Q3 4,157,364 $59,191,000 -$96,720 $14.24 26
2019 Q2 4,163,827 $57,253,000 +$1,236,330 $13.75 24
2019 Q1 4,074,430 $54,757,000 +$713,022 $13.44 27
2018 Q4 4,046,057 $48,260,000 -$953,777 $11.84 26
2018 Q3 4,124,698 $61,299,000 +$1,317,487 $15.02 28
2018 Q2 4,009,171 $60,201,000 -$95,485 $15.02 28
2018 Q1 4,016,051 $59,202,000 +$1,415,455 $14.74 30
2017 Q4 3,919,725 $58,327,000 +$247,529 $14.87 31
2017 Q3 3,895,687 $61,544,000 +$347,926 $15.86 30
2017 Q2 3,875,283 $58,907,000 +$2,130,072 $15.20 27
2017 Q1 3,737,162 $54,635,000 +$1,606,465 $14.61 28
2016 Q4 3,628,836 $49,536,000 -$9,656,992 $13.65 29
2016 Q3 4,304,322 $64,176,000 +$1,255,562 $14.91 29
2016 Q2 4,219,054 $58,011,000 -$2,979,874 $13.75 30
2016 Q1 4,436,495 $58,284,000 -$1,529,389 $13.07 27
2015 Q4 4,899,866 $65,409,000 -$2,383,885 $13.20 31
2015 Q3 4,724,436 $66,474,000 -$3,502,824 $14.07 26
2015 Q2 4,935,989 $75,477,000 +$7,683,035 $15.29 26
2015 Q1 4,423,539 $68,211,000 -$6,094,090 $15.42 27
2014 Q4 4,814,985 $74,008,000 -$496,833 $15.37 30
2014 Q3 4,845,623 $80,778,000 +$1,497,394 $16.67 27
2014 Q2 4,755,745 $79,421,000 +$605,079 $16.70 27
2014 Q1 4,728,187 $76,833,000 +$24,647,340 $16.25 29
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