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 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$4.13M
2
SC
2
Scotia Capital
Ontario, Canada
$1.64M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$362K
4
AA
4
Ancora Advisors
Ohio
$334K
5
AAM
5
Advisors Asset Management
Colorado
$1.77M

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
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
KPF
5
K2 Principal Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$22.9M -$899K -58,059 -4%
SFS
2
Shaker Financial Services
Virginia
$4.13M +$2.94M +189,630 +246%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$3.82M +$16.6K +1,071 +0.4%
CL
4
CSS LLC
Illinois
$1.83M -$767K -49,497 -30%
AAM
5
Advisors Asset Management
Colorado
$1.77M +$35.5K +2,294 +2%
SC
6
Scotia Capital
Ontario, Canada
$1.64M +$101K +6,531 +7%
RCM
7
Rivernorth Capital Management
Florida
$1.6M – – –
Morgan Stanley
8
Morgan Stanley
New York
$1.1M -$709K -45,803 -39%
First Manhattan
9
First Manhattan
New York
$488K – – –
Raymond James Financial
10
Raymond James Financial
Florida
$483K +$32.3K +2,082 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$405K +$30.5K +1,970 +8%
OC
12
Oppenheimer & Co
New York
$399K +$15.5K +1,000 +4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$362K +$59K +3,811 +20%
AA
14
Ancora Advisors
Ohio
$334K +$46.5K +3,000 +16%
Osaic Holdings
15
Osaic Holdings
Arizona
$330K +$26.2K +1,790 +9%
Truist Financial
16
Truist Financial
North Carolina
$299K +$558 +36 +0.2%
SFS
17
Sowell Financial Services
Arkansas
$269K – – –
HI
18
Harbour Investments
Wisconsin
$252K – – –
NS
19
NBC Securities
Alabama
$249K +$2.07K +134 +0.8%
LOPW
20
Live Oak Private Wealth
North Carolina
$230K – – –
Wells Fargo
21
Wells Fargo
California
$222K -$1.38K -89 -0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$215K +$604 +39 +0.3%
PP
23
Patron Partners
Texas
$214K – – –
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$196K +$196K +12,637 New
UBS Group
25
UBS Group
Switzerland
$98.6K -$127K -8,170 -56%
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