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
$1.55M
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
SFS
Shaker Financial Services
Virginia
$1.16M
4
CL
CSS LLC
Illinois
$2.52M
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$23.1M -$149K -9,926 -0.6%
BBPWM
2
Blue Bell Private Wealth Management
Pennsylvania
$3.69M -$70.6K -4,697 -2%
CL
3
CSS LLC
Illinois
$2.52M -$526K -35,026 -17%
Morgan Stanley
4
Morgan Stanley
New York
$1.76M +$56.4K +3,754 +3%
AAM
5
Advisors Asset Management
Colorado
$1.68M +$1.68M +111,905 New
RCM
6
Rivernorth Capital Management
Florida
$1.55M -$1.48M -98,798 -49%
SC
7
Scotia Capital
Ontario, Canada
$1.49M +$144K +9,583 +11%
SFS
8
Shaker Financial Services
Virginia
$1.16M -$1.21M -80,714 -51%
First Manhattan
9
First Manhattan
New York
$473K +$15.2K +1,010 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$437K -$28.1K -1,869 -6%
OC
11
Oppenheimer & Co
New York
$372K +$30K +2,000 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$363K +$363K +24,197 New
Osaic Holdings
13
Osaic Holdings
Arizona
$311K -$21.3K -1,416 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$308K +$308K +20,486 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$293K +$293K +19,530 New
Truist Financial
16
Truist Financial
North Carolina
$289K -$47.8K -3,185 -14%
AA
17
Ancora Advisors
Ohio
$279K -$95.1K -6,332 -25%
SFS
18
Sowell Financial Services
Arkansas
$261K – – –
HI
19
Harbour Investments
Wisconsin
$245K – – –
NS
20
NBC Securities
Alabama
$239K +$239K +15,950 +106,333%
LOPW
21
Live Oak Private Wealth
North Carolina
$223K – – –
NAS
22
NWF Advisory Services
California
$221K +$221K +14,700 New
UBS Group
23
UBS Group
Switzerland
$218K +$121K +8,031 +123%
Wells Fargo
24
Wells Fargo
California
$216K +$7.66K +510 +4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$208K +$2.57K +171 +1%
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