Special Opportunities Fund Inc 2.75% Series C Preferred Stock
SPE.PRC
12 hedge funds and large institutions have $51.1M invested in Special Opportunities Fund Inc 2.75% Series C Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3% less capital inflows, than outflows
Capital inflows: $29.8M | Capital outflows: $30.8M
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$28.5M |
| 2 |
GatePass Capital
Independence,
Ohio
|
+$550K |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
+$485K |
| 4 |
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$30.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$201K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$75.9K |
| 4 |
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
-$56.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19K |
SPE.PRC Hedge Fund Activity: Q4 2025 in Review
12 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) for Q4 2025, worth a combined $51.1M — down 2.4% from $52.4M a quarter earlier.
Fund positioning in SPE.PRC was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $28.5M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $30.4M sold.
- 12 institutional investors held Special Opportunities Fund Inc 2.75% Series C Preferred Stock (SPE.PRC) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $51.1M of Special Opportunities Fund Inc 2.75% Series C Preferred Stock stock for Q4 2025, down 2.4% quarter-over-quarter.
- 2 funds opened new Special Opportunities Fund Inc 2.75% Series C Preferred Stock positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock buyer in Q4 2025 was Focus Partners Wealth, an estimated $28.5M added.
- The largest Special Opportunities Fund Inc 2.75% Series C Preferred Stock seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $30.4M sold.
Based on aggregated 13F filings for Q4 2025.