Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / COMMON SHARES
-
Shares outstanding
-
10,583,246
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
2,940,812
-
Shares change
-
-191,422
-
Total reported value, excl. options
-
$44,174,217
-
Value change
-
-$2,790,502
-
Number of buys
-
18
-
Number of sells
-
-17
-
Price
-
$15.02
Significant Holders of SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) as of Q1 2025
45 filings reported holding SPE - SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES as of Q1 2025.
SPECIAL OPPORTUNITIES FUND, INC. - COMMON SHARES (SPE) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,940,812 shares
of 10,583,246 outstanding shares and own 28% of the company stock.
Largest 10 shareholders include Kovitz Investment Group Partners, LLC (1,535,479 shares), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (245,523 shares), CSS LLC/IL (167,776 shares), MORGAN STANLEY (116,872 shares), GatePass Capital, LLC (114,650 shares), Advisors Asset Management, Inc. (111,905 shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (103,488 shares), SCOTIA CAPITAL INC. (99,215 shares), Shaker Financial Services, LLC (77,098 shares), and FIRST MANHATTAN CO. LLC. (31,510 shares).
This table shows the top 37 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.