Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / COMMON SHARES
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Shares outstanding
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10.6M
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Number of holders
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41
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Total 13F shares, excl. options
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3.14M
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Shares change
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+197K
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Total reported value, excl. options
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$48.7M
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Value change
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+$3.05M
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Number of buys
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20
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Number of sells
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-13
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Price
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$15.50
Significant Holders of SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) as of Q3 2025
44 filings reported holding SPE - SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES as of Q3 2025.
SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.14M shares
of 10.6M outstanding shares and own 29.71% of the company stock.
Largest 10 shareholders include Kovitz Investment Group Partners, LLC (1.38M shares), Shaker Financial Services, LLC (355K shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (272K shares), GatePass Capital, LLC (134K shares), CSS LLC/IL (116K shares), Advisors Asset Management, Inc. (112K shares), SCOTIA CAPITAL INC. (107K shares), SEVEN MILE ADVISORY (106K shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (103K shares), and MORGAN STANLEY (80.3K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.