S
Special Opportunities Fund
SPE • NYSE
Special Opportunities Fund is a publicly traded company on NYSE. As of Q3 2025, 37 institutional investors hold shares in this company, with total holdings valued at $46.4M. Kovitz Investment Group Partners, LLC is the largest holder with a position valued at $21.4M.
Overview
Overview of institutional ownership in SPE as of Q3 2025
All Institutions
- Institutions
- 37
- Value Held
- $46.4M
- Shares Held
- 3.0M
- Avg Position
- $1.3M
- Median Position
- $252.4K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.7M
- Shares Held
- 110.4K
- Avg Position
- $855.4K
- Median Position
- $855.4K
Biggest Investors
Institutions with the largest positions in SPE as of Q3 2025
| Institution | Position Value |
|---|---|
 Kovitz Investment Group Partners, LLC RIA/Wealth | $21.4M 0.08% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $5.5M 1.89% of portfolio |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $4.2M 0.64% of portfolio |
C CSS LLC/IL Institution | $1.8M 0.31% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $1.7M 0.03% of portfolio |
S SCOTIA CAPITAL INC. Institution | $1.7M 0.01% of portfolio |
 SEVEN MILE ADVISORY RIA/Wealth | $1.6M 0.27% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $1.6M 0.10% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.2M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $493.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SPE in Q3 2025
- Traded
- +$2.6M
- Buyers
- 18
- Sellers
- 13
- Total Bought
- +$4.8M
- Total Sold
- −$2.3M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
SEVEN MILE ADVISORY RIA/Wealth | +$1.6M +106.1K shares |
Shaker Financial Services, LLC RIA/Wealth | +$1.4M +88.0K shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$398.4K +25.7K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$321.1K +20.7K shares |
 NBC SECURITIES, INC. RIA/Wealth | +$251.6K +132.0 shares |
T TrueMark Investments, LLC Institution | +$225.6K +14.6K shares |
 HighTower Advisors, LLC RIA/Wealth | +$163.8K +10.6K shares |
MORGAN STANLEY RIA/Wealth | +$143.1K +9.2K shares |
Cetera Investment Advisers RIA/Wealth | +$131.5K +8.5K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$112.4K +7.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | −$1.5M −94.0K shares |
 BB&T CORP Institution | −$298.8K −19.3K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | −$195.7K −12.6K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$69.6K −4.5K shares |
 OPPENHEIMER & CO INC RIA/Wealth | −$54.3K −3.5K shares |
 Ancora Advisors, LLC RIA/Wealth | −$47.9K −3.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$44.1K −2.8K shares |
C CSS LLC/IL Institution | −$35.6K −2.3K shares |
Advisors Asset Management, Inc. ETF Provider | −$27.9K −1.8K shares |
G GODSEY & GIBB ASSOCIATES Institution | −$17.9K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SPE in Q3 2025
- New Positions
- 5
- New Value
- $2.1M
- Exited Positions
- 3
- Exited Value
- $512.4K
New Positions
| Institution | Position Value |
|---|---|
SEVEN MILE ADVISORY RIA/Wealth | $1.6M 106.1K shares |
NBC SECURITIES, INC. RIA/Wealth | $251.6K 16.2K shares |
T TrueMark Investments, LLC Institution | $225.6K 14.6K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $13.8K 890.0 shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.1K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BB&T CORP Institution | $298.8K 19.3K shares |
W WETHERBY ASSET MANAGEMENT INC RIA/Wealth | $195.7K 12.6K shares |
G GODSEY & GIBB ASSOCIATES Institution | $17.9K 1.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in SPE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SPE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | 1.89% $5.5M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.64% $4.2M |
C CSS LLC/IL Institution | 0.31% $1.8M |
SEVEN MILE ADVISORY RIA/Wealth | 0.27% $1.6M |
 PATRON PARTNERS ADVISORS, LLC RIA/Wealth | 0.10% $214.3K |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.10% $1.6M |
Kovitz Investment Group Partners, LLC RIA/Wealth | 0.08% $21.4M |
T TrueMark Investments, LLC Institution | 0.04% $225.6K |
 Live Oak Private Wealth LLC RIA/Wealth | 0.03% $230.2K |
Advisors Asset Management, Inc. ETF Provider | 0.03% $1.7M |
Hedge Fund Spotlight
Discover hedge funds investing in SPE
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
S
Position in Special Opportunities Fund
- Market Value
- $112.4K
- Shares Held
- 7.3K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
