SPE

Special Opportunities Fund
SPE

Overview Fund Activity

34 hedge funds and large institutions have $44.1M invested in Special Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.13M
2
LNWWM
2
Laird Norton Wetherby Wealth Management
California
$196K
3
SC
3
Scotia Capital
Ontario, Canada
$1.64M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$362K
5
GRP
5
Global Retirement Partners
California
$50.2K

Top Sellers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.9M
2
CL
2
CSS LLC
Illinois
$1.83M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.1M
4
KPF
4
K2 Principal Fund
Ontario, Canada
$0
5
UBS Group
5
UBS Group
Switzerland
$98.6K
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.9M 1,477,420 -58,059 -4%
SFS
2
Shaker Financial Services
Virginia
$4.13M 266,728 +189,630 +246%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$3.82M 246,594 +1,071 +0.4%
CL
4
CSS LLC
Illinois
$1.83M 118,279 -49,497 -30%
AAM
5
Advisors Asset Management
Colorado
$1.77M 114,199 +2,294 +2%
SC
6
Scotia Capital
Ontario, Canada
$1.64M 105,746 +6,531 +7%
RCM
7
Rivernorth Capital Management
Florida
$1.6M 103,488 – –
Morgan Stanley
8
Morgan Stanley
New York
$1.1M 71,070 -45,803 -39%
First Manhattan
9
First Manhattan
New York
$488K 31,510 – –
Raymond James Financial
10
Raymond James Financial
Florida
$483K 31,197 +2,082 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$405K 26,167 +1,970 +8%
OC
12
Oppenheimer & Co
New York
$399K 25,766 +1,000 +4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$362K 23,341 +3,811 +20%
AA
14
Ancora Advisors
Ohio
$334K 21,560 +3,000 +16%
Osaic Holdings
15
Osaic Holdings
Arizona
$330K 22,514 +1,790 +9%
Truist Financial
16
Truist Financial
North Carolina
$299K 19,290 +36 +0.2%
SFS
17
Sowell Financial Services
Arkansas
$269K 17,369 – –
HI
18
Harbour Investments
Wisconsin
$252K 16,284 – –
NS
19
NBC Securities
Alabama
$249K 16,099 +134 +0.8%
LOPW
20
Live Oak Private Wealth
North Carolina
$230K 14,853 – –
Wells Fargo
21
Wells Fargo
California
$222K 14,315 -89 -0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$215K 13,884 +39 +0.3%
PP
23
Patron Partners
Texas
$214K 13,825 – –
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$196K 12,637 +12,637 New
UBS Group
25
UBS Group
Switzerland
$98.6K 6,364 -8,170 -56%
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