Who owns Special Opportunities Fund?
- Ticker: SPE
- CUSIP Number: 84741T104
Tip: Access positions for across all investors
Analyze quarterly positions in Special Opportunities Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Special Opportunities Fund stock
Who bought or sold Special Opportunities Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colony | 1.3M | $19M | 100% | Dec 2025 |
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| Blue Bell Private Wealth Management | 279k | $4.1M | 2% | Dec 2025 |
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| Shaker Financial Services | 251k | $4.0M | -29% | Dec 2025 |
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| GatePass Capital | 132k | $1.9M | 100% | Dec 2025 |
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| CSS | 116k | $1.7M | 0% | Dec 2025 |
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| Advisors Asset Management | 113k | $1.7M | 0% | Dec 2025 |
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| Seven Mile Advisory | 108k | $1.6M | 2% | Dec 2025 |
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| Scotia Capital | 108k | $1.6M | 1% | Dec 2025 |
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| Rivernorth Capital Management | 103k | $1.6M | 0% | Sep 2025 |
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| First Manhattan | 40k | $620k | 27% | Dec 2025 |
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| Cetera Investment Advisers | 38k | $558k | 19% | Dec 2025 |
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| Raymond James Financial | 33k | $487k | 17% | Dec 2025 |
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| Envestnet Asset Management | 25k | $363k | 14% | Dec 2025 |
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| Oppenheimer & Co | 21k | $305k | -7% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 20k | $297k | -2% | Dec 2025 |
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| Nbc Securities | 20k | $290k | 22% | Dec 2025 |
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| Ancora Advisors | 19k | $271k | 0% | Dec 2025 |
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| Advisor Group Holdings | 18k | $264k | -10% | Dec 2025 |
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| Sowell Financial Services | 17k | $255k | 0% | Dec 2025 |
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| Harbour Investments | 16k | $239k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 16k | $233k | 2% | Dec 2025 |
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| TrueMark Investments | 15k | $219k | 2% | Dec 2025 |
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| Live Oak Private Wealth | 15k | $218k | 0% | Dec 2025 |
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| NWF Advisory Services | 15k | $228k | 100% | Sep 2025 |
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| Patron Partners Advisors | 14k | $203k | 0% | Dec 2025 |
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| Susquehanna International | 13k | $196k | 100% | Dec 2025 |
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| Wells Fargo & Company | 12k | $174k | -17% | Dec 2025 |
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| HighTower Advisors | 11k | $156k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 5.2k | $76k | 0% | Dec 2025 |
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| UBS Group | 4.9k | $73k | -23% | Dec 2025 |
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| Global Retirement Partners | 3.4k | $50k | 2% | Dec 2025 |
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| Goss Wealth Management | 2.2k | $32k | 0% | Dec 2025 |
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| Royal Bank of Canada | 2.1k | $33k | 0% | Sep 2025 |
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| Winmill & Co | 2.0k | $29k | 0% | Dec 2025 |
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| Kestra Advisory Services | 1.5k | $22k | 100% | Dec 2025 |
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| Wolverine Asset Management | 937.00 | $14k | -87% | Dec 2025 |
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| Rockefeller Capital Management | 890.00 | $13k | 0% | Dec 2025 |
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| Indiana Trust & Investment Management | 810.00 | $12k | 100% | Dec 2025 |
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| Eastern Bank | 727.00 | $11k | 0% | Dec 2025 |
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| Sound Income Strategies | 692.00 | $11k | 2% | Dec 2025 |
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| Highline Wealth Partners | 200.00 | $2.9k | 0% | Dec 2025 |
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| CVA Family Office | 39.00 | $572.999700 | 0% | Dec 2025 |
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Who sold out of Special Opportunities Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 1.4M | $21M |
| Wetherby Asset Management | Jun 2025 | 13k | $196k |
| Advisory Services Network | Sep 2025 | 882.00 | $14k |