# SPECIAL OPPORTUNITIES FD INC (SPEPRC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPEPRC/

- Reporting holders: 11
- Reported value: $42.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $27.3M | 1,095,220 | 0.0% | 3 |
| [CSS LLC/IL](https://holderbook.com/funds/1103646-css-llc-il/) | $9.0M | 362,349 | 0.3% | 18 |
| [GatePass Capital, LLC](https://holderbook.com/funds/2087399-gatepass-capital-llc/) | $3.9M | 155,800 | 1.5% | 7 |
| [Beverly Hills Private Wealth, LLC](https://holderbook.com/funds/1965710-beverly-hills-private-wealth-llc/) | $795.3K | 31,926 | 0.2% | 3 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $452.7K | 18,174 | 0.0% | 18 |
| [Avise Financial Cooperative, Inc.](https://holderbook.com/funds/2013342-avise-financial-cooperative-inc/) | $304.3K | 12,214 | 0.2% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $209.0K | 8,392 | 0.0% | 18 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $69.4K | 2,787 | 0.0% | 10 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $16.1K | 646 | 0.0% | 18 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $7.3K | 295 | 0.0% | 18 |
| [WINMILL & CO. INC](https://holderbook.com/funds/52234-winmill-co-inc/) | $5.0K | 200 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $42.0M |
| Q1 2026 | 11 | $42.2M |
| Q4 2025 | 12 | $51.1M |
| Q3 2025 | 12 | $52.4M |
| Q2 2025 | 10 | $43.0M |
| Q1 2025 | 10 | $42.1M |
| Q4 2024 | 10 | $41.7M |
| Q3 2024 | 9 | $39.7M |
| Q2 2024 | 8 | $8.5M |
| Q1 2024 | 9 | $38.7M |
| Q4 2023 | 7 | $38.4M |
| Q3 2023 | 9 | $38.9M |