Institutional Ownership
Special Opportunities Fd Inc
CUSIP 84741T4012.75% CNV PFD CSPE.2.75.01/27/27.CQ1 2026
Institutional Holders
11
13F filers
Shares Held
1.68M
Aggregate institutional
Institutional Value
$41.74M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased4
Decreased3
Sold out2
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 1.12M | $27.78M | −28.8K | Reduced |
| 2 | Css LLC/Il | 345.0K | $8.55M | +21.6K | Added |
| 3 | Gatepass Capital, LLC | 143.3K | $3.56M | +10.2K | Added |
| 4 | Beverly Hills Private Wealth, LLC | 31.9K | $793.3K | +22.3K | Added |
| 5 | Wells Fargo & Company/Mn | 18.4K | $456.2K | −962 | Reduced |
| 6 | Avise Financial Cooperative, Inc. | 12.1K | $301.7K | +12.1K | New |
| 7 | Ubs Group AG | 7.9K | $196.2K | −19.1K | Reduced |
| 8 | Blue Bell Private Wealth Management, LLC | 2.8K | $69.2K | 0 | Held |
| 9 | Morgan Stanley | 646 | $16.0K | +1 | Added |
| 10 | Osaic Holdings, Inc. | 295 | $7.3K | 0 | Held |
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