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Bain Capital Specialty

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

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 (-$65.6M)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
140
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
KB
126
Kimelman & Baird
New York
$12K
HAP
127
Harbor Asset Planning
Massachusetts
$9.36K
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
RL
132
Rogco LP
Oklahoma
$5.11K
OLVIG
133
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K
CIAM
134
Caitong International Asset Management
Hong Kong
$2.71K
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$2.01K
WOSD
136
WFA of San Diego
California
$1.5K
TRCT
137
Tower Research Capital (TRC)
New York
$1.22K
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13K
GI
139
GAMMA Investing
California
$812
DWA
140
Dougherty Wealth Advisers
Minnesota
$752
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
CM
143
Columbus Macro
Pennsylvania
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
Lazard Asset Management
145
Lazard Asset Management
New York
SILC
146
Starr Indemnity & Liability Company
New York
TC
147
TownSquare Capital
Utah
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
ECM
150
ExodusPoint Capital Management
New York