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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
MEAC
76
M.E. Allison & Co
Texas
$304K +$1.27K +97 +0.4%
OBWG
77
Onyx Bridge Wealth Group
New York
$303K -$6.4K -489 -2%
DA
78
Denali Advisors
California
$298K -$19.2K -1,468 -6%
AO
79
Advisor OS
Illinois
$286K +$9.98K +762 +3%
ET
80
Entropy Technologies
New York
$266K +$281K +21,479 New
IAIM
81
International Assets Investment Management
Florida
$256K -$107K -8,150 -28%
MIC
82
Meridian Investment Counsel
California
$243K +$9.82K +750 +4%
EGA
83
Eagle Global Advisors
Texas
$232K -$15.7K -1,200 -6%
Millennium Management
84
Millennium Management
New York
$225K -$5.27M -402,482 -96%
NC
85
nVerses Capital
Florida
$214K +$226K +17,290 New
FAM
86
Formidable Asset Management
Ohio
$212K -$85.1K -6,500 -30%
CSA
87
Cottage Street Advisors
Massachusetts
$211K -$295K -22,500 -57%
Creative Planning
88
Creative Planning
Kansas
$208K +$66.6K +5,084 +43%
BPAMU
89
BTG Pactual Asset Management US
New York
$203K +$81.6K +6,234 +62%
ASN
90
Advisory Services Network
Georgia
$191K +$53.7K +4,099 +36%
AC
91
Almitas Capital
California
$186K
SFC
92
Strategic Financial Concepts
Texas
$186K +$196K +14,999 New
PP
93
PDT Partners
New York
$177K +$16.9K +1,288 +10%
Northern Trust
94
Northern Trust
Illinois
$177K -$374K -28,588 -67%
ERSOT
95
Employees Retirement System of Texas
Texas
$174K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$161K +$167K +12,724 +5,090%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$157K -$102K -7,785 -38%
PIA
98
Perennial Investment Advisors
California
$155K
MCCA
99
Mill Creek Capital Advisors
Pennsylvania
$150K
SAM
100
Seelaus Asset Management
New Jersey
$149K