MORGAN STANLEY

Position in SPE — Special Opportunities Fund, Inc.

CIK 895421 NEW YORK, NY

Position in SPE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,248,884

+$170,903 QoQ

Shares Held

90,762

+23.7% QoQ

Ownership

0.854%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. SPE ranks #388 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,248,884	90,762	+23.7%	Shares	Defined	2026-05-15
2025-12-31	$1,077,981	73,382	-8.6%	Shares	Defined	2026-05-27
2025-09-30	$1,244,649	80,300	+13.0%	Shares	Defined	2026-05-27
2025-06-30	$1,100,873	71,070	-39.2%	Shares	Defined	2025-08-15
2025-03-31	$1,755,432	116,873	+3.3%	Shares	Defined	2025-05-15
2024-12-31	$1,654,930	113,119	-12.9%	Shares	Defined	2025-05-15
2024-09-30	$1,806,908	129,900	-2.2%	Shares	Defined	2025-05-14
2024-06-30	$1,737,978	132,873	-2.2%	Shares	Defined	2025-05-14
2024-03-31	$1,718,167	135,931	+0.0%	Shares	Defined	2024-10-17
2023-12-31	$1,611,417	135,870	-4.8%	Shares	Defined	2024-08-16
2023-09-30	$1,560,093	142,735	+2.1%	Shares	Defined	2023-11-15
2023-06-30	$1,568,881	139,829	+1.4%	Shares	Defined	2023-08-14
2023-03-31	$1,507,892	137,833	+98.4%	Shares	Defined	2023-05-15
2022-12-31	$791,854	69,461	+24.4%	Shares	Defined	2023-02-14
2022-09-30	$619,287	55,842	+48.1%	Shares	Defined	2022-11-14
2022-06-30	$466,398	37,704	+10.6%	Shares	Defined	2022-10-27
2022-03-31	$511,509	34,078	+6.5%	Shares	Defined	2022-10-27
2021-12-31	$494,584	32,012	-30.7%	Shares	Defined	2022-02-14
2021-09-30	$710,170	46,205	+26.7%	Shares	Defined	2021-11-15
2021-06-30	$553,188	36,466	+7.2%	Shares	Defined	2021-08-23
2021-03-31	$498,762	34,022	+8.5%	Shares	Defined	2021-05-17
2020-12-31	$441,379	31,348	-16.5%	Shares	Defined	2021-02-16
2020-09-30	$465,846	37,538	-0.2%	Shares	Defined	2020-11-13
2020-06-30	$424,022	37,624	-51.7%	Shares	Defined	2020-08-14
2020-03-31	$739,289	77,820	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.