SPECIAL OPPORTUNITIES FUND (SPE) Institutional Ownership and Insiders Activity
SPECIAL OPPORTUNITIES FUND (SPE) is widely held by institutional investors, with 45 firms reporting positions valued at approximately $40.41M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is the largest disclosed holder, reporting approximately $16.77M in SPE holdings in its latest filing.
Institutional Holders
45
Total Reported Value
$40.41M
Largest Holder
Focus Partners Wealth
Largest Position
$16.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Focus Partners Wealth$16.77M
- Shaker Financial Services, Llc$7.06M
- Blue Bell Private Wealth Management, Llc$5.22M
- Css Llc/Il$1.65M
- Scotia Capital Inc.$1.47M
SPE News
All news- Shaker Financial Services LLC Boosts Holdings in Top Stocks During Q2 2026
Jul 17, 2026 · valut.ai
Related SPE Institutional Insights:
- SPE 13F Institutional Holders
- SPE Superinvestors
- SPE Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- SPE Insider Trading & SEC Form 4 Activity
- SPE Articles
- Top Institutional Investor Stock Rankings