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Bain Capital Specialty

141 hedge funds and large institutions have $477M invested in Bain Capital Specialty in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $447K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

3% more funds holding

Funds holding: 137141 (+4)

1.46% more ownership

Funds ownership: 51.4%52.86% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 43

0% more capital invested

Capital invested by funds: $475M → $477M (+$1.98M)

Holders
141
Holders Change
+4
Holders Change %
+2.92%
% of All Funds
1.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
25
Increased
44
Reduced
43
Closed
20
Calls
$2.07M
Puts
$447K
Net Calls
+$1.62M
Net Calls Change
-$281K
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Bain Capital Credit
Massachusetts
$164M
Bank of America
2
Bank of America
North Carolina
$44.6M -$13.5M -965,854 -23%
CAM
3
Cresset Asset Management
Illinois
$24.6M +$4.51M +321,582 +23%
UBS Group
4
UBS Group
Switzerland
$22.4M +$1.61M +114,883 +8%
VanEck Associates
5
VanEck Associates
New York
$19.1M +$941K +67,132 +5%
MW
6
Melia Wealth
Oklahoma
$15.8M +$154K +10,982 +1%
Morgan Stanley
7
Morgan Stanley
New York
$14.5M -$2.38M -170,007 -14%
DCM
8
Dimension Capital Management
Florida
$11.3M +$1.7M +121,539 +18%
MC
9
Muzinich & Co
New York
$10.9M +$1.91M +136,613 +21%
Two Sigma Investments
10
Two Sigma Investments
New York
$8.76M +$1.97M +140,433 +29%
CC
11
CF Capital
Massachusetts
$8.71M +$6.33M +451,514 +258%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$8.36M +$784K +55,907 +10%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$8.12M +$842K +60,100 +11%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$7.07M -$231K -16,502 -3%
Franklin Resources
15
Franklin Resources
California
$7.04M +$368K +26,263 +5%
Legal & General Group
16
Legal & General Group
United Kingdom
$6.43M +$987K +70,398 +18%
CEFA
17
Closed-End Fund Advisors
Virginia
$5.88M +$5.93M +422,810 New
Millennium Management
18
Millennium Management
New York
$5.85M -$1.27M -90,518 -18%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$5.6M -$179K -12,754 -3%
BlackRock
20
BlackRock
New York
$5.13M -$87.3K -6,226 -2%
AAM
21
Advisors Asset Management
Colorado
$3.12M -$419K -29,865 -12%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$2.49M +$2.51M +179,224 New
HIMS
23
Hager Investment Management Services
New Hampshire
$2.42M +$65.6K +4,684 +3%
Mariner
24
Mariner
Kansas
$2.29M -$72.5K -5,170 -3%
TYCC
25
Texas Yale Capital Corp
Florida
$2.22M +$109K +7,747 +5%