SPECIAL OPPORTUNITIES FUND (SPE) Top Institutional Shareholders
SPECIAL OPPORTUNITIES FUND (SPE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $42.74M in SPE holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of SPE tracked by InsiderSet, reporting ownership valued at approximately $18.38M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.20M, representing an estimated loss of -0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed SPE value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Shaker Financial Services, Llc, Blue Bell Private Wealth Management, Llc, and several other long-term asset managers with concentrated positions in SPECIAL OPPORTUNITIES FUND (SPE).
This page ranks the largest institutional SPE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$42.74M
Largest Holder
Focus Partners Wealth
Largest Position
$18.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.02% | 1,335,518 | $18,376,738 | $18,196,433 | -$180,305 | -0.98% | |
| Shaker Financial Services, Llc | 1.78% | 372,043 | $5,119,312 | $5,069,086 | -$50,226 | -0.98% | |
| Blue Bell Private Wealth Management, Llc | 0.58% | 294,894 | $4,057,746 | $4,017,931 | -$39,815 | -0.98% | |
| Css Llc/Il | 0.09% | 118,749 | $1,633,986 | $1,617,955 | -$16,031 | -0.98% | |
| Gatepass Capital, Llc | 0.76% | 112,859 | $1,552,940 | $1,537,704 | -$15,236 | -0.98% | |
| Scotia Capital Inc. | 0.01% | 110,043 | $1,514,190 | $1,499,336 | -$14,854 | -0.98% | |
| Advisors Asset Management, Inc. | 0.02% | 107,254 | $1,475,815 | $1,461,336 | -$14,479 | -0.98% | |
| Wolverine Asset Management Llc | 0.02% | 95,283 | $1,311,094 | $1,298,231 | -$12,863 | -0.98% | |
| Morgan Stanley | 0.00% | 90,762 | $1,248,894 | $1,236,632 | -$12,262 | -0.98% | |
| Rivernorth Capital Management, Llc | 0.06% | 82,069 | $1,129,269 | $1,118,190 | -$11,079 | -0.98% | |
| First Manhattan Co. Llc. | 0.00% | 44,280 | $609,293 | $603,315 | -$5,978 | -0.98% | |
| Raymond James Financial Inc | 0.00% | 32,040 | $440,872 | $436,545 | -$4,327 | -0.98% | |
| Ancora Advisors Llc | 0.01% | 22,887 | $314,925 | $311,835 | -$3,090 | -0.98% | |
| Oppenheimer & Co Inc | 0.00% | 21,372 | $294,079 | $291,194 | -$2,886 | -0.98% | |
| Independent Advisor Alliance | 0.00% | 21,188 | $291,544 | $288,687 | -$2,858 | -0.98% | |
| Guggenheim Capital Llc | 0.00% | 20,778 | $285,905 | $283,100 | -$2,805 | -0.98% | |
| Cetera Investment Advisers | 0.00% | 19,872 | $273,439 | $270,756 | -$2,683 | -0.98% | |
| Osaic Holdings, Inc. | 0.00% | 19,292 | $265,449 | $262,854 | -$2,596 | -0.98% | |
| Sowell Financial Services Llc | 0.01% | 17,933 | $246,758 | $244,337 | -$2,421 | -0.98% | |
| Harbour Investments, Inc. | 0.00% | 16,813 | $231,350 | $229,077 | -$2,273 | -0.98% | |
| Nbc Securities, Inc. | 0.02% | 16,657 | $229,208 | $226,952 | -$2,256 | -0.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,210 | $223,050 | $220,861 | -$2,189 | -0.98% | |
| Truemark Investments, Llc | 0.04% | 16,208 | $223,022 | $220,834 | -$2,188 | -0.98% | |
| Live Oak Private Wealth Llc | 0.03% | 15,333 | $210,982 | $208,912 | -$2,070 | -0.98% | |
| Patron Partners, Llc | 0.09% | 14,274 | $196,410 | $194,483 | -$1,927 | -0.98% | |
| Nwf Advisory Services Inc. | 0.02% | 14,234 | $195,860 | $193,938 | -$1,922 | -0.98% | |
| Susquehanna International Group, Llp | 0.00% | 11,821 | $162,657 | $161,061 | -$1,596 | -0.98% | |
| Wells Fargo & Company/Mn | 0.00% | 11,169 | $153,678 | $152,178 | -$1,500 | -0.98% | |
| Detalus Advisors, Llc | 0.03% | 10,443 | $143,696 | $142,286 | -$1,410 | -0.98% | |
| Keating Financial Advisory Services, Inc. | 0.01% | 5,615 | $77,267 | $76,504 | -$763 | -0.99% | |
| Mai Capital Management | 0.00% | 5,372 | $73,919 | $73,194 | -$726 | -0.98% | |
| Ubs Group Ag | 0.00% | 5,163 | $71,043 | $70,346 | -$697 | -0.98% | |
| Royal Bank Of Canada | 0.00% | 2,250 | $31,000 | $30,656 | -$344 | -1.11% | |
| Winmill & Co. Inc | 0.01% | 2,093 | $28,800 | $28,517 | -$283 | -0.98% | |
| Rockefeller Capital Management L.P. | 0.00% | 918 | $12,632 | $12,508 | -$124 | -0.98% | |
| Advisory Services Network, Llc | 0.00% | 910 | $12,522 | $12,399 | -$123 | -0.98% | |
| Eastern Bank | 0.00% | 750 | $10,320 | $10,219 | -$101 | -0.98% | |
| Sound Income Strategies, Llc | 0.00% | 740 | $10,226 | $10,083 | -$144 | -1.40% | |
| Highline Wealth Partners Llc | 0.00% | 206 | $2,835 | $2,807 | -$28 | -1.00% | |
| Cva Family Office, Llc | 0.00% | 39 | $537 | $531 | -$6 | -1.05% | |
| Indiana Trust & Investment Management Co | 0.00% | 26 | $358 | $354 | -$4 | -1.05% | |
| Danske Bank A/S | 0.00% | 4 | $55 | $55 | -$1 | -0.91% |
Frequently asked questions about SPE
Who owns the most SPE stock?
The largest holders of SPE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPECIAL OPPORTUNITIES FUND (SPE).
Is SPE widely held by superinvestors?
Many widely followed stocks like SPE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.