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

Q: What does CUSIP 84741T104 represent in this 13F holders report?

CUSIP 84741T104 is the security identifier for SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share used to aggregate holder disclosures.

Q: How many institutions held SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share in Q3 2025?

41 institutional investors reported SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share for Q3 2025. Use the holders table for investor-level position and value details.

CUSIP: 84741T104

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class: Equity / Common Stock, par value $0.001 per share
Shares outstanding: 10,626,898
Total 13F shares: 3,144,555
Share change: +196,608
Total reported value: $48,742,912
Price per share: $15.50
Number of holders: 41
Value change: +$3,047,645
Number of buys: 20
Number of sells: 13

Quarterly Holders Quick Answers

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

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Newer quarter: Q4 2025
Previous quarter: Q2 2025

Recent filing periods for CUSIP 84741T104:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of SPE - SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Kovitz Investment Group Partners, LLC	13F 13D/G	Company	14% from 13D/G	2,766,252 mixed-class rows	$54,845,382	—	30 Jun 2025	13F 13D/G
CSS LLC/IL	13F	Company	— mixed-class rows	404,165 mixed-class rows	$8,893,840	—	30 Jun 2025	13F
Shaker Financial Services, LLC	13F	Company	2.5%	266,728	$4,131,617	—	30 Jun 2025	13F
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F	Company	— mixed-class rows	249,650 mixed-class rows	$3,895,534	—	30 Jun 2025	13F
GatePass Capital, LLC	13F	Company	— mixed-class rows	165,650 mixed-class rows	$3,280,461	—	30 Jun 2025	13F
Advisors Asset Management, Inc.	13F	Company	1.1%	114,199	$1,768,943	—	30 Jun 2025	13F
SCOTIA CAPITAL INC.	13F	Company	1%	105,746	$1,638,004	—	30 Jun 2025	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	0.97%	103,488	$1,603,029	—	30 Jun 2025	13F
MORGAN STANLEY	13F	Company	— mixed-class rows	72,356 mixed-class rows	$1,132,779	—	30 Jun 2025	13F
UBS Group AG	13F	Company	— mixed-class rows	38,725 mixed-class rows	$901,130	—	30 Jun 2025	13F
WELLS FARGO & COMPANY/MN	13F	Company	— mixed-class rows	34,415 mixed-class rows	$720,216	—	30 Jun 2025	13F
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	13F	Company	1%	24,662	$611,618	—	30 Jun 2025	13F
Gerald Hellerman	3/4/5	Director	— class O/S missing	43,584	$513,420	—	05 Apr 2022	3/4/5
FIRST MANHATTAN CO. LLC.	13F	Company	0.3%	31,510	$488,090	—	30 Jun 2025	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	0.29%	31,197	$483,246	—	30 Jun 2025	13F
ENVESTNET ASSET MANAGEMENT INC	13F	Company	0.25%	26,167	$405,319	—	30 Jun 2025	13F
OPPENHEIMER & CO INC	13F	Company	0.24%	25,766	$399,115	—	30 Jun 2025	13F
Charles C. Walden	3/4/5	Former Director	— mixed-class rows	28,281 mixed-class rows	$366,019	—	19 Mar 2025	3/4/5
Cetera Investment Advisers	13F	Company	0.22%	23,341	$361,547	—	30 Jun 2025	13F
Ancora Advisors LLC	13F	Company	0.2%	21,560	$333,964	—	30 Jun 2025	13F
OSAIC HOLDINGS, INC.	13F	Company	— mixed-class rows	20,769 mixed-class rows	$324,457	—	30 Jun 2025	13F
TRUIST FINANCIAL CORP	13F	Company	0.18%	19,290	$298,808	—	30 Jun 2025	13F
Sowell Financial Services LLC	13F	Company	0.16%	17,369	$269,046	—	30 Jun 2025	13F
HARBOUR INVESTMENTS, INC.	13F	Company	0.15%	16,284	$252,243	—	30 Jun 2025	13F
NBC SECURITIES, INC.	13F	Company	0.15%	16,099	$249,000	—	30 Jun 2025	13F
Live Oak Private Wealth LLC	13F	Company	0.14%	14,853	$230,073	—	30 Jun 2025	13F
NWF Advisory Services Inc.	13F	Company	0.14%	14,700	$227,703	—	30 Jun 2025	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	0.13%	13,884	$215,000	—	30 Jun 2025	13F
PATRON PARTNERS, LLC	13F	Company	0.13%	13,825	$214,149	—	30 Jun 2025	13F
Laird Norton Wetherby Wealth Management, LLC	13F	Company	0.12%	12,637	$195,748	—	30 Jun 2025	13F
Ben H. Harris	3/4/5	Director	— class O/S missing	14,075	$165,804	—	11 May 2021	3/4/5
Marc Lunder	3/4/5	Director	— mixed-class rows	10,459 mixed-class rows	$134,127	—	27 Jan 2022	3/4/5
MAI Capital Management	13F	Company	0.04%	3,753	$58,134	—	30 Jun 2025	13F
Global Retirement Partners, LLC	13F	Company	0.03%	3,241	$50,197	—	30 Jun 2025	13F
WINMILL & CO. INC	13F	Company	— mixed-class rows	2,200 mixed-class rows	$35,940	—	30 Jun 2025	13F
NewEdge Advisors, LLC	13F	Company	0.02%	2,162	$33,489	—	30 Jun 2025	13F
ROYAL BANK OF CANADA	13F	Company	0.02%	2,148	$33,000	—	30 Jun 2025	13F
Rajeev P. Das	3/4/5	Vice President	— class O/S missing	2,583	$30,428	—	05 Apr 2022	3/4/5
GODSEY & GIBB, INC	13F	Company	0.01%	1,155	$17,892	—	30 Jun 2025	13F
EASTERN BANK	13F	Company	0.01%	727	$11,261	—	30 Jun 2025	13F
Sound Income Strategies, LLC	13F	Company	0.01%	663	$10,265	—	30 Jun 2025	13F
CVA Family Office, LLC	13F	Company	0%	39	$604	—	30 Jun 2025	13F

Institutional Holders of SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) as of Q3 2025

As of 30 Sep 2025, SPECIAL OPPORTUNITIES FUND, INC. - Common Stock, par value $0.001 per share (SPE) was held by 41 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,144,555 shares. The largest 10 holders included Kovitz Investment Group Partners, LLC, Shaker Financial Services, LLC, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC, GatePass Capital, LLC, CSS LLC/IL, Advisors Asset Management, Inc., SCOTIA CAPITAL INC., SEVEN MILE ADVISORY, RIVERNORTH CAPITAL MANAGEMENT, LLC, and MORGAN STANLEY. This page lists 41 institutional shareholders reporting positions in this security for the Q3 2025 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders

Q3 2025 holders

Holder diff

Investor	Q2 2025 Shares	Q3 2025 Shares	Share Diff	Share Chg %	Q2 2025 Value $	Q3 2025 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.