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Bain Capital Specialty

131 hedge funds and large institutions have $419M invested in Bain Capital Specialty in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $890K | Put options by funds: $327K

0.73% less ownership

Funds ownership: 52.86%52.13% (-0.73%)

7% less funds holding

Funds holding: 141131 (-10)

12% less capital invested

Capital invested by funds: $477M → $419M (-$57.8M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
1.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
40
Reduced
48
Closed
26
Calls
$890K
Puts
$327K
Net Calls
+$563K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
51
Norden Group
Utah
$871K -$73.3K -5,598 -7%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$769K -$471K -36,002 -37%
Canada Life
53
Canada Life
Manitoba, Canada
$714K -$141K -10,759 -16%
DTL
54
Dynamic Technology Lab
Singapore
$698K +$736K +56,253 New
Lido Advisors
55
Lido Advisors
California
$673K +$36.8K +2,813 +5%
IFG
56
Independent Financial Group
California
$654K -$32.7K -2,500 -5%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$637K +$673K +51,375 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$625K -$2.62K -200 -0.4%
Invesco
59
Invesco
Georgia
$600K +$44.2K +3,373 +7%
SWASL
60
Spartan Wealth Advisory Services LLC
Michigan
$598K +$631K +48,227 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$589K +$405K +30,948 +187%
AF
62
Allworth Financial
California
$549K -$144K -11,003 -20%
VIA
63
Virtus Investment Advisers
Connecticut
$527K -$67.4K -5,149 -11%
EFG
64
Ethos Financial Group
Pennsylvania
$513K
DWM
65
Diversify Wealth Management
Utah
$507K +$497K +37,978 New
BFA
66
Beaumont Financial Advisors
Massachusetts
$488K -$134K -10,209 -21%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$431K +$455K +34,755 New
FFA
68
Farther Finance Advisors
California
$425K +$56.7K +4,330 +14%
P
69
&Partners
Tennessee
$421K +$31K +2,367 +7%
CG
70
CFO4Life Group
Texas
$420K +$14.7K +1,120 +3%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$420K +$39.3K +3,000 +10%
Citadel Advisors
72
Citadel Advisors
Florida
$341K +$360K +27,533 New
TCA
73
Transcend Capital Advisors
New Jersey
$332K -$53K -4,045 -13%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$331K +$131K +10,000 +60%
SWM
75
SeaCrest Wealth Management
New York
$306K -$49.1K -3,750 -13%