11 institutions reported holding $42.0M of SPECIAL OPPORTUNITIES FD INC (SPE-PC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($27.3M), CSS LLC/IL ($9.0M), GatePass Capital, LLC ($3.9M), Beverly Hills Private Wealth, LLC ($795,276), WELLS FARGO & COMPANY/MN ($452,714). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Focus Partners Wealth | $27.3M | 1.1M | Trimmed |
| 2 | CSS LLC/IL | $9.0M | 362,349 | Added |
| 3 | GatePass Capital, LLC | $3.9M | 155,800 | Added |
| 4 | Beverly Hills Private Wealth, LLC | $795,276 | 31,926 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $452,714 | 18,174 | Trimmed |
| 6 | Avise Financial Cooperative, Inc. | $304,251 | 12,214 | Added |
| 7 | UBS Group AG | $209,045 | 8,392 | Added |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $69,424 | 2,787 | Hold |
| 9 | MORGAN STANLEY | $16,106 | 646 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $7,347 | 295 | Hold |
| 11 | WINMILL & CO. INC | $4,982 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30