SPE

Special Opportunities Fund
SPE

Overview Fund Activity

36 hedge funds and large institutions have $42.5M invested in Special Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$1.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$363K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$308K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$293K
5
NS
NBC Securities
Alabama
+$239K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.48M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.38M
3
SFS
Shaker Financial Services
Virginia
-$1.21M
4
CL
CSS LLC
Illinois
-$526K
5
JFG
Jefferies Financial Group
New York
-$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Patron Partners
Texas
$208K – – –
KPF
27
K2 Principal Fund
Ontario, Canada
$178K +$28.2K +1,878 +19%
MCM
28
MAI Capital Management
Ohio
$56.4K – – –
NA
29
NewEdge Advisors
Louisiana
$32.5K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$32K – – –
WC
31
Winmill & Co
New York
$30K – – –
GGI
32
Godsey & Gibb Inc
Virginia
$17.4K – – –
EB
33
Eastern Bank
Massachusetts
$10.9K +$10.9K +727 New
SIS
34
Sound Income Strategies
Florida
$9.74K +$135 +9 +1%
CA
35
CoreCap Advisors
Michigan
$5.63K +$5.63K +375 New
CFO
36
CVA Family Office
Colorado
$586 – – –
IAA
37
Independent Advisor Alliance
North Carolina
– -$1.38M -94,349 Closed
JFG
38
Jefferies Financial Group
New York
– -$439K -30,010 Closed
CC
39
CF Capital
Massachusetts
– -$402K -27,500 Closed
AGM
40
Alpine Global Management
New York
– -$366K -25,000 Closed
BCA
41
Bay Colony Advisors
Massachusetts
– -$227K -15,542 Closed
AL
42
Aspiriant LLC
California
– -$194K -13,246 Closed
AIA
43
Absolute Investment Advisers
Florida
– -$154K -10,504 Closed
QL
44
Quarry LP
New York
– -$44.2K -3,023 Closed
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