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Ryan Specialty Holdings

370 hedge funds and large institutions have $7.37B invested in Ryan Specialty Holdings in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 358370 (+12)

6% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 126

0.23% more ownership

Funds ownership: 78.39%78.62% (+0.23%)

Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.01M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$123K
Jones Financial Companies
302
Jones Financial Companies
Missouri
$116K
SAM
303
Shell Asset Management
Netherlands
$115K
RIL
304
Rothschild Investment LLC
Illinois
$111K
CA
305
Clearstead Advisors
Ohio
$103K
Loomis, Sayles & Company
306
Loomis, Sayles & Company
Massachusetts
$101K
S
307
SignatureFD
Georgia
$97.1K
PFBT
308
Parkside Financial Bank & Trust
Missouri
$76.4K
CTWM
309
Cherry Tree Wealth Management
Minnesota
$73.9K
C
310
Covestor
United Kingdom
$63K
QCG
311
Quadrant Capital Group
Ohio
$54.9K
HWA
312
HHM Wealth Advisors
Tennessee
$49.1K
NA
313
NewEdge Advisors
Louisiana
$44K
QL
314
Quarry LP
New York
$43K
PS
315
Principal Securities
Iowa
$42.8K
NSIM
316
North Star Investment Management
Illinois
$42.5K
PA
317
Parallel Advisors
California
$39.3K
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$35.8K
HNB
319
Huntington National Bank
Ohio
$34.3K
WA
320
WPG Advisers
Maryland
$32.1K
AssetMark Inc
321
AssetMark Inc
California
$31.6K
HCM
322
Hollencrest Capital Management
California
$28.3K
AF
323
Atala Financial
California
$28.1K
SW
324
SVB Wealth
Massachusetts
$26K
SCM
325
Sterling Capital Management
North Carolina
$25.3K