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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
NHC
101
Nicholas Hoffman & Company
Georgia
$149K +$157K +12,000 New
CAP
102
Cordoba Advisory Partners
New York
$135K +$142K +10,878 New
BRWA
103
B. Riley Wealth Advisors
Florida
$133K -$120K -9,145 -46%
MML Investors Services
104
MML Investors Services
Massachusetts
$127K -$14.5K -1,108 -10%
PC
105
Prairiewood Capital
North Dakota
$126K +$133K +10,130 New
SA
106
Sanctuary Advisors
Indiana
$126K +$133K +10,130 New
WA
107
Waverly Advisors
Alabama
$124K
CI
108
CAZ Investments
Texas
$124K +$131K +10,000 New
BF
109
BOK Financial
Oklahoma
$121K
TCM
110
Triumph Capital Management
Colorado
$103K -$583K -44,551 -84%
ACM
111
Anfield Capital Management
California
$99.1K
MCM
112
MAI Capital Management
Ohio
$64.2K
RFA
113
Register Financial Advisors
Georgia
$61.7K -$47.8K -3,653 -42%
SNB
114
Security National Bank
Nebraska
$54K
SPIA
115
Steward Partners Investment Advisory
New York
$43.3K +$877 +67 +2%
UBS AM
116
UBS AM
Illinois
$37.2K
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$32.3K -$11.8K -900 -26%
JP Morgan Chase
118
JP Morgan Chase
New York
$25.5K -$416K -31,767 -94%
BH
119
Burk Holdings
Oklahoma
$21.6K +$22.8K +1,740 New
TRCT
120
Tower Research Capital (TRC)
New York
$8.92K -$3.4K -260 -27%
FNWA
121
Financial Network Wealth Advisors
Utah
$6.89K
AF
122
Advisornet Financial
Minnesota
$6.2K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$4.75K
RL
124
Rogco LP
Oklahoma
$4.22K
W
125
WealthCollab
Washington
$3.97K +$4.19K +320 New