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Bain Capital Specialty

143 hedge funds and large institutions have $486M invested in Bain Capital Specialty in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.55M | Put options by funds: $827K

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

1.61% less ownership

Funds ownership: 51.46%49.85% (-1.6%)

3% less funds holding

Funds holding: 147143 (-4)

12% less capital invested

Capital invested by funds: $552M → $486M (-$65.3M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
59
Reduced
38
Closed
25
Calls
$2.55M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
26
Texas Yale Capital Corp
Florida
$2.21M -$212K -13,915 -9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.12M +$3.72K +244 +0.2%
Millennium Management
28
Millennium Management
New York
$2.11M -$914K -59,959 -30%
Wells Fargo
29
Wells Fargo
California
$2.04M -$3.36M -220,483 -62%
Northern Trust
30
Northern Trust
Illinois
$1.95M +$1.72M +112,792 +666%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.94M +$192K +12,590 +11%
FNT
32
First National Trust
Pennsylvania
$1.83M
CIM
33
Confluence Investment Management
Missouri
$1.82M +$7.29K +478 +0.4%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.8M -$2.41M -157,895 -57%
KAS
35
Kestra Advisory Services
Texas
$1.79M +$29K +1,899 +2%
GL
36
Graypoint LLC
New York
$1.69M +$40K +2,623 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.54M +$12.2K +800 +0.8%
HF
38
HRT Financial
New York
$1.47M +$795K +52,160 +115%
Raymond James Financial
39
Raymond James Financial
Florida
$1.43M +$117K +7,652 +9%
RWA
40
Redhawk Wealth Advisors
Minnesota
$1.38M -$49.3K -3,230 -3%
HT
41
Heritage Trust
Oklahoma
$1.37M +$1.39M +91,150 New
Invesco
42
Invesco
Georgia
$1.27M +$137K +9,017 +12%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.26M +$104K +6,851 +9%
GAMC
44
Garner Asset Management Corp
Texas
$1.15M +$722K +47,378 +163%
UAG
45
United Advisor Group
Ohio
$1.13M -$31.7K -2,081 -3%
IFG
46
Independent Financial Group
California
$1.1M -$281K -18,448 -20%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.07M +$2.3K +151 +0.2%
AM
48
Ares Management
California
$1.03M
CCIA
49
Campbell & Co Investment Adviser
Maryland
$986K +$184K +12,084 +23%
Marshall Wace
50
Marshall Wace
United Kingdom
$980K +$994K +65,181 New

BCSF Hedge Fund Activity: Q2 2025 in Review

143 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q2 2025, worth a combined $486M — down 12% from $552M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BCSF and 21 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 59 added.

The largest buyer was UBS Group, adding an estimated $3.33M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.76M sold.

  • 143 institutional investors held Bain Capital Specialty (BCSF) as of Q2 2025, down from 147 in Q1 2025.
  • Funds reported $486M of Bain Capital Specialty stock for Q2 2025, down 12% quarter-over-quarter.
  • 21 funds opened new Bain Capital Specialty positions in Q2 2025 and 25 closed out, a net change of -4 holders.
  • The largest Bain Capital Specialty buyer in Q2 2025 was UBS Group, an estimated $3.33M added.
  • The largest Bain Capital Specialty seller in Q2 2025 was Envestnet Asset Management, an estimated $5.76M sold.

Based on aggregated 13F filings for Q2 2025.