| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 50% | $31,446,804 | 1,279,366 | Kovitz Investment Group Partners, LLC | 31 Jul 2025 | |||
| Focus Partners Wealth | 48% | $28,427,662 | 1,147,665 | Focus Partners Wealth | 01 Jan 2026 |
As of 31 Dec 2025, 12 institutional investors reported holding 2,066,483 shares of SPECIAL OPPORTUNITIES FUND, INC. - 2.75% CONVERTIBLE PREFERRED C (SPEPRC). This represents 86% of the company’s total 2,390,969 outstanding shares.
The largest institutional shareholders of SPECIAL OPPORTUNITIES FUND, INC. - 2.75% CONVERTIBLE PREFERRED C (SPEPRC) together control 86% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Focus Partners Wealth | 48% | 1,147,664 | 0.03% | $28,370,278 | |
| SEVEN MILE ADVISORY | 16% | 381,194 | 0% | 1.6% | $9,423,116 |
| CSS LLC/IL | 14% | 323,419 | +6.4% | 0.45% | $8,028,101 |
| GatePass Capital, LLC | 5.6% | 133,150 | +20% | 1.7% | $3,291,468 |
| UBS Group AG | 1.1% | 26,983 | -10% | 0% | $667,020 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 0.88% | 21,113 | -9.7% | 0.48% | $521,913 |
| WELLS FARGO & COMPANY/MN | 0.81% | 19,336 | -3.8% | 0% | $477,986 |
| Beverly Hills Private Wealth, LLC | 0.41% | 9,697 | 0.04% | $239,710 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.12% | 2,787 | -8.8% | 0.01% | $68,895 |
| MORGAN STANLEY | 0.03% | 645 | -50% | 0% | $15,944 |
| OSAIC HOLDINGS, INC. | 0.01% | 295 | 0% | 0% | $7,291 |
| WINMILL & CO. INC | 0.01% | 200 | 0% | 0% | $4,944 |
| Kovitz Investment Group Partners, LLC | 0% | 0 | -100% | $0 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,066,483 | $51,116,666 | -$1,121,963 | $24.72 | 12 |
| 2025 Q3 | 2,100,053 | $52,399,887 | +$9,149,926 | $24.96 | 12 |
| 2025 Q2 | 1,733,428 | $42,961,169 | -$103,027 | $24.80 | 10 |
| 2025 Q1 | 1,737,581 | $42,070,964 | +$58,123 | $24.16 | 10 |
| 2024 Q4 | 3,039,891 | $73,081,688 | -$162,568 | $24.02 | 11 |
| 2024 Q3 | 1,673,417 | $39,693,951 | +$31,041,890 | $23.75 | 9 |
| 2024 Q2 | 366,428 | $8,488,378 | -$30,345,937 | $23.27 | 8 |
| 2024 Q1 | 1,702,648 | $38,688,824 | +$585,848 | $22.73 | 9 |
| 2023 Q4 | 1,676,877 | $38,356,404 | -$278,848 | $22.89 | 7 |
| 2023 Q3 | 1,713,784 | $38,903,268 | -$645,339 | $22.70 | 9 |
| 2023 Q2 | 1,742,213 | $39,895,912 | -$525,726 | $22.90 | 9 |
| 2023 Q1 | 1,765,170 | $40,304,529 | -$50,452 | $22.85 | 9 |
| 2022 Q4 | 1,767,378 | $40,103,867 | -$291,589 | $22.69 | 9 |
| 2022 Q3 | 1,780,229 | $41,260,000 | +$357,610 | $23.20 | 9 |
| 2022 Q2 | 1,764,768 | $42,170,000 | +$34,202,480 | $23.85 | 8 |
| 2022 Q1 | 334,285 | $8,344,000 | +$8,344,000 | $24.98 | 6 |