SPE

SPECIAL OPPORTUNITIES FD INC

Institutional Ownership · Q4 2025

Filing: Q4 2025

SPECIAL OPPORTUNITIES FD INC (SPE) is held by 42 institutional investors with combined holdings of $95M. Major holders include Focus Partners Wealth, SEVEN MILE ADVISORY, CSS LLC/IL.

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Institutional Holders

Total Value

$94.6M

Ownership %

47.1%

🏦 Top Institutional Holders

Focus Partners Wealth

GatePass Capital, LLC

264.9K shares

$5.2M

2.49% ownership

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

281.7K shares

$4.2M

2.65% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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