BCSF icon

Bain Capital Specialty
BCSF

Overview Fund Activity

140 hedge funds and large institutions have $485M invested in Bain Capital Specialty in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
1.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
59
Reduced
37
Closed
25
Calls
$2.55M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$1.62M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.8M
2
MC
2
Muzinich & Co
New York
$8.33M
3
Northern Trust
3
Northern Trust
Illinois
$1.95M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$6.72M
5
HT
5
Heritage Trust
Oklahoma
$1.37M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$0
3
CM
3
Columbus Macro
Pennsylvania
$0
4
Wells Fargo
4
Wells Fargo
California
$2.04M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KB
126
Kimelman & Baird
New York
$12K – – –
HAP
127
Harbor Asset Planning
Massachusetts
$9.36K +$9.36K +622 New
FNWA
128
Financial Network Wealth Advisors
Utah
$8.36K – – –
AF
129
Advisornet Financial
Minnesota
$7.52K – – –
Jones Financial Companies
130
Jones Financial Companies
Missouri
$7.47K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$6K +$987 +63 +20%
RL
132
Rogco LP
Oklahoma
$5.11K – – –
OLVIG
133
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K +$2.76K +166 New
CIAM
134
Caitong International Asset Management
Hong Kong
$2.71K +$2.71K +180 New
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$2.01K +$2.01K +134 New
WOSD
136
WFA of San Diego
California
$1.5K +$1.5K +100 New
TRCT
137
Tower Research Capital (TRC)
New York
$1.22K -$14.4K -957 -92%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13K -$7.51K -500 -87%
GI
139
GAMMA Investing
California
$812 – – –
DWA
140
Dougherty Wealth Advisers
Minnesota
$752 – – –
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
– -$5.76M -346,923 Closed
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
– -$5.67M -341,305 Closed
CM
143
Columbus Macro
Pennsylvania
– -$5.65M -340,580 Closed
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
– -$1.74M -104,816 Closed
Lazard Asset Management
145
Lazard Asset Management
New York
– -$947K -57,051 Closed
SILC
146
Starr Indemnity & Liability Company
New York
– -$913K -55,022 Closed
TC
147
TownSquare Capital
Utah
– -$905K -54,507 Closed
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– -$523K -31,499 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
– -$475K -28,588 Closed
ECM
150
ExodusPoint Capital Management
New York
– -$450K -27,100 Closed
3 4 5
6
7