Bain Capital Specialty
BCSF
128 hedge funds and large institutions have $460M invested in Bain Capital Specialty in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 17 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $419M → $460M (+$40.2M)
4.47% more ownership
Funds ownership: 52.13% → 56.6% (+4.5%)
2% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 45
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
3% less funds holding
Funds holding: 132 → 128 (-4)
59% less call options, than puts
Call options by funds: $637K | Put options by funds: $1.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Ares Management
Los Angeles,
California
|
+$6.44M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.97M |
| 3 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$5.89M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.81M |
| 5 |
CI
CAZ Investments
Houston,
Texas
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Melia Wealth
Tulsa,
Oklahoma
|
-$3.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.57M |
| 3 |
Jane Street
New York
|
-$1.89M |
| 4 |
Two Sigma Investments
New York
|
-$1.83M |
| 5 |
BAMF
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
-$1.72M |
BCSF Hedge Fund Activity: Q2 2026 in Review
128 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q2 2026, worth a combined $460M — up 9.6% from $419M a quarter earlier.
Fund positioning in BCSF was balanced in Q2 2026: 17 funds opened new positions, 17 closed out, 46 added to existing stakes and 45 trimmed.
The largest buyer was Ares Management, adding an estimated $6.44M. The largest seller was Melia Wealth, cutting an estimated $3.79M.
- 128 institutional investors held Bain Capital Specialty (BCSF) as of Q2 2026, down from 132 in Q1 2026.
- Funds reported $460M of Bain Capital Specialty stock for Q2 2026, up 9.6% quarter-over-quarter.
- 17 funds opened new Bain Capital Specialty positions in Q2 2026 and 17 closed out, a net change of 0 holders.
- The largest Bain Capital Specialty buyer in Q2 2026 was Ares Management, an estimated $6.44M added.
- The largest Bain Capital Specialty seller in Q2 2026 was Melia Wealth, an estimated $3.79M sold.
Based on aggregated 13F filings for Q2 2026.