BCSF icon

Bain Capital Specialty

141 hedge funds and large institutions have $485M invested in Bain Capital Specialty in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $550M → $485M (-$64.9M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.55M
Puts
$827K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$202K
CIA
102
Concurrent Investment Advisors
Florida
$201K
SAM
103
Seelaus Asset Management
New Jersey
$200K
Citigroup
104
Citigroup
New York
$191K
PIA
105
Perennial Investment Advisors
California
$188K
USCWA
106
U.S. Capital Wealth Advisors
Texas
$185K
MCCA
107
Mill Creek Capital Advisors
Pennsylvania
$182K
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$178K
OCPWS
109
One Charles Private Wealth Services
Massachusetts
$174K
Creative Planning
110
Creative Planning
Kansas
$159K
William Blair & Company
111
William Blair & Company
Illinois
$155K
SA
112
Sanctuary Advisors
Indiana
$155K
BF
113
BOK Financial
Oklahoma
$147K
ACM
114
Aquatic Capital Management
Illinois
$144K
BTI
115
Blue Trust Inc
Georgia
$142K
RFA
116
Register Financial Advisors
Georgia
$126K
QT
117
Quantbot Technologies
New York
$121K
ACM
118
Anfield Capital Management
California
$120K
MCM
119
MAI Capital Management
Ohio
$77.9K
AAP
120
Arax Advisory Partners
Colorado
$75.2K
QL
121
Quarry LP
New York
$68.7K
SPIA
122
Steward Partners Investment Advisory
New York
$54.2K
GWSG
123
GPS Wealth Strategies Group
Colorado
$40.3K
GRP
124
Global Retirement Partners
California
$37.6K
Acadian Asset Management
125
Acadian Asset Management
Massachusetts
$23K