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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| Shaker Financial Services | 372k | $5.1M | 48% | Mar 2026 |
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| Blue Bell Private Wealth Management | 295k | $4.1M | 6% | Mar 2026 |
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| CSS | 119k | $1.6M | 2% | Mar 2026 |
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| GatePass Capital | 113k | $1.6M | -14% | Mar 2026 |
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| Scotia Capital | 110k | $1.5M | 2% | Mar 2026 |
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| Advisors Asset Management | 107k | $1.5M | -5% | Mar 2026 |
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| Wolverine Asset Management | 95k | $1.3M | 10069% | Mar 2026 |
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| Morgan Stanley | 91k | $1.4M | 24% | Mar 2026 |
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| Rivernorth Capital Management | 82k | $1.1M | -21% | Mar 2026 |
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| First Manhattan | 44k | $609k | 11% | Mar 2026 |
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| Raymond James Financial | 33k | $487k | 17% | Dec 2025 |
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| Ancora Advisors | 23k | $315k | 24% | Mar 2026 |
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| Oppenheimer & Co | 21k | $294k | 3% | Mar 2026 |
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| Independent Advisor Alliance | 21k | $292k | 100% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 21k | $286k | 3% | Mar 2026 |
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| Cetera Investment Advisers | 20k | $273k | -48% | Mar 2026 |
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| Advisor Group Holdings | 18k | $264k | -10% | Dec 2025 |
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| Sowell Financial Services | 18k | $247k | 3% | Mar 2026 |
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| Harbour Investments | 17k | $231k | 3% | Mar 2026 |
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| Nbc Securities | 17k | $229k | -16% | Mar 2026 |
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| Commonwealth Equity Services | 16k | $223k | 2% | Mar 2026 |
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| TrueMark Investments | 16k | $223k | 9% | Mar 2026 |
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| Live Oak Private Wealth | 15k | $211k | 3% | Mar 2026 |
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| Patron Partners Advisors | 14k | $196k | 3% | Mar 2026 |
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| NWF Advisory Services | 14k | $196k | 5% | Mar 2026 |
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| Susquehanna International | 13k | $196k | 100% | Dec 2025 |
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| Wells Fargo & Company | 11k | $154k | -6% | Mar 2026 |
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| Detalus Advisors | 10k | $144k | 100% | Mar 2026 |
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| Keating Financial Advisory Services | 5.6k | $77k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 5.4k | $74k | 3% | Mar 2026 |
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| UBS Group | 5.2k | $71k | 5% | Mar 2026 |
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| Global Retirement Partners | 3.4k | $50k | 2% | Dec 2025 |
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| Royal Bank of Canada | 2.3k | $31k | 5% | Mar 2026 |
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| Winmill & Co | 2.0k | $29k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 918.00 | $13k | 3% | Mar 2026 |
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| Eastern Bank | 750.00 | $10k | 3% | Mar 2026 |
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| Sound Income Strategies | 740.00 | $10k | 7% | Mar 2026 |
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| Highline Wealth Partners | 206.00 | $2.8k | 3% | Mar 2026 |
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| CVA Family Office | 39.00 | $536.998800 | 0% | Mar 2026 |
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| Indiana Trust & Investment Management | 26.00 | $357.999200 | -97% | Mar 2026 |
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| Danske Bank A/s | 4.00 | $55.000000 | 100% | Mar 2026 |
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Who sold out of Special Opportunities Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Seven Mile Advisory | Dec 2025 | 108k | $1.6M |
| Envestnet Asset Management | Dec 2025 | 25k | $363k |
| HighTower Advisors | Dec 2025 | 11k | $156k |
| Goss Wealth Management | Dec 2025 | 2.2k | $32k |
| Kestra Advisory Services | Dec 2025 | 1.5k | $22k |
| Advisory Services Network | Sep 2025 | 882.00 | $14k |