SPE SPECIAL OPPORTUNITIES FUND, INC.: institutional ownership and insider trading
46 funds reported holding $41.6M of SPECIAL OPPORTUNITIES FUND, INC. in their latest 13F filings; in Q2 2026 funds net bought $1.65M, with 7 new positions and 5 funds selling out; over the last 12 months insiders bought $0 and sold $150K on the open market.
Largest institutional holders of SPE
- Focus Partners Wealth — $16.8M
- Shaker Financial Services, LLC — $7.06M
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — $4.81M
- CSS LLC/IL — $1.65M
- SCOTIA CAPITAL INC. — $1.47M
- Advisors Asset Management, Inc. — $1.43M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $1.30M
- GatePass Capital, LLC — $773K
- FIRST MANHATTAN CO. LLC. — $596K
- OPPENHEIMER & CO INC — $492K
Recent SPE insider trades
- Jun 3, 2026: Dakos Andrew sold 6,394 shares ($90.1K)
- Dec 30, 2025: Dakos Andrew sold 4,098 shares ($60.1K)
- Apr 4, 2025: Goldstein Phillip bought 3,000 shares ($41.4K)
5%+ owners
- Kovitz Investment Group Partners, LLC: 47.9% (Schedule 13G/A, filed Nov 6, 2025)
- Focus Partners Wealth: 42.1% (Schedule 13G/A, filed Aug 7, 2026)
Who owns the most SPE stock?
The largest institutional holders of SPECIAL OPPORTUNITIES FUND, INC. in the latest 13F filings are Focus Partners Wealth ($16.8M), Shaker Financial Services, LLC ($7.06M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($4.81M).
Are insiders buying or selling SPE?
Over the last 12 months insiders bought $0 and sold $150K of SPECIAL OPPORTUNITIES FUND, INC. stock on the open market (SEC Form 4).
Which ETFs hold SPE?
1 ETFs and mutual funds hold it among their top 100 positions, including CEFZ.