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SPE

Special Opportunities Fund

43 hedge funds and large institutions have $42.8M invested in Special Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

0.9% more ownership

Funds ownership: 28.37%29.26% (+0.9%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $44.6M → $42.8M (-$1.8M)

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
29
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$196K +$9.28K +634 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$163K -$22.6K -1,546 -12%
Wells Fargo
28
Wells Fargo
California
$154K -$10.3K -704 -6%
DA
29
Detalus Advisors
Missouri
$144K +$153K +10,443 New
KFAS
30
Keating Financial Advisory Services
Kansas
$77.3K +$4.49K +307 +6%
MCM
31
MAI Capital Management
Ohio
$73.9K +$2.47K +169 +3%
UBS Group
32
UBS Group
Switzerland
$71K +$3.37K +230 +5%
NA
33
NewEdge Advisors
Louisiana
$31.1K +$1.46K +100 +5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$31K +$1.49K +102 +5%
WC
35
Winmill & Co
New York
$28.8K +$1.36K +93 +5%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$12.6K +$410 +28 +3%
ASN
37
Advisory Services Network
Georgia
$12.5K +$13.3K +910 New
EB
38
Eastern Bank
Massachusetts
$10.3K +$337 +23 +3%
SIS
39
Sound Income Strategies
Florida
$10.2K +$702 +48 +7%
HWP
40
Highline Wealth Partners
California
$2.83K +$88 +6 +3%
CFO
41
CVA Family Office
Colorado
$537
ITIM
42
Indiana Trust & Investment Management
Indiana
$358 -$11.5K -784 -97%
DB
43
Danske Bank
Denmark
$55 +$59 +4 New
SMA
44
Seven Mile Advisory
New Jersey
-$1.59M -108,416 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$363K -24,735 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
-$156K -10,598 Closed
KAS
47
Kestra Advisory Services
Texas
-$22K -1,495 Closed

SPE Hedge Fund Activity: Q1 2026 in Review

43 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Special Opportunities Fund (SPE) for Q1 2026, worth a combined $42.8M — down 4% from $44.6M a quarter earlier.

Fund positioning in SPE was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 29 added to existing stakes and 9 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.78M. The largest seller was Seven Mile Advisory, exiting entirely with an estimated $1.59M sold.

  • 43 institutional investors held Special Opportunities Fund (SPE) as of Q1 2026, down from 44 in Q4 2025.
  • Funds reported $42.8M of Special Opportunities Fund stock for Q1 2026, down 4% quarter-over-quarter.
  • 4 funds opened new Special Opportunities Fund positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest Special Opportunities Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.78M added.
  • The largest Special Opportunities Fund seller in Q1 2026 was Seven Mile Advisory, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2026.