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Bain Capital Specialty

137 hedge funds and large institutions have $475M invested in Bain Capital Specialty in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $766K

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

1.55% more ownership

Funds ownership: 49.85%51.4% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $486M → $475M (-$11.1M)

4% less funds holding

Funds holding: 143137 (-6)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
54
Reduced
39
Closed
17
Calls
$2.67M
Puts
$766K
Net Calls
+$1.91M
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
MCCA
101
Mill Creek Capital Advisors
Pennsylvania
$172K
OCPWS
102
One Charles Private Wealth Services
Massachusetts
$170K +$5.53K +364 +3%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$170K +$683 +45 +0.4%
MML Investors Services
104
MML Investors Services
Massachusetts
$162K -$229K -15,069 -57%
Creative Planning
105
Creative Planning
Kansas
$157K +$6.36K +419 +4%
SA
106
Sanctuary Advisors
Indiana
$152K +$5.48K +361 +3%
PA
107
PharVision Advisers
Florida
$151K -$49.7K -3,273 -24%
William Blair & Company
108
William Blair & Company
Illinois
$147K
BF
109
BOK Financial
Oklahoma
$139K
BTI
110
Blue Trust Inc
Georgia
$138K +$4.51K +297 +3%
RFA
111
Register Financial Advisors
Georgia
$121K +$1.65K +109 +1%
ACM
112
Anfield Capital Management
California
$114K
ACM
113
Aquatic Capital Management
Illinois
$87.8K -$52K -3,424 -36%
MCM
114
MAI Capital Management
Ohio
$73.8K
AAP
115
Arax Advisory Partners
Colorado
$71.3K
SNB
116
Security National Bank
Nebraska
$66.3K +$70.6K +4,650 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$58K +$48.1K +3,169 +352%
SHIM
118
Stone House Investment Management
Pennsylvania
$54.9K +$58.5K +3,856 New
SPIA
119
Steward Partners Investment Advisory
New York
$53.9K +$2.67K +176 +5%
GWSG
120
GPS Wealth Strategies Group
Colorado
$38.2K
GRP
121
Global Retirement Partners
California
$35.6K
TRCT
122
Tower Research Capital (TRC)
New York
$35.5K +$36.6K +2,409 +2,974%
QL
123
Quarry LP
New York
$23.5K -$44.3K -2,921 -64%
WANY
124
Wealthspire Advisors (New York)
New York
$14.3K +$15.2K +1,001 New
KB
125
Kimelman & Baird
New York
$11.4K

BCSF Hedge Fund Activity: Q3 2025 in Review

137 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q3 2025, worth a combined $475M — down 2.3% from $486M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BCSF and 13 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $3.41M.

  • 137 institutional investors held Bain Capital Specialty (BCSF) as of Q3 2025, down from 143 in Q2 2025.
  • Funds reported $475M of Bain Capital Specialty stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 13 funds opened new Bain Capital Specialty positions in Q3 2025 and 17 closed out, a net change of -4 holders.
  • The largest Bain Capital Specialty buyer in Q3 2025 was Millennium Management, an estimated $5.62M added.
  • The largest Bain Capital Specialty seller in Q3 2025 was Bank of America, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2025.