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
-
+$3,047,647
-
Number of buys
-
20
-
Number of sells
-
13
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 |
* 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.