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Ryan Specialty Holdings

360 hedge funds and large institutions have $3.74B invested in Ryan Specialty Holdings in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 137 increasing their positions, 105 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

30% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 105

4.11% more ownership

Funds ownership: 82.1%86.21% (+4.1%)

7% less call options, than puts

Call options by funds: $3.86M | Put options by funds: $4.15M

5% less funds holding

Funds holding: 377360 (-17)

10% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 87

35% less capital invested

Capital invested by funds: $5.72B → $3.74B (-$1.98B)

Holders
360
Holders Change
-17
Holders Change %
-4.51%
% of All Funds
4.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
78
Increased
137
Reduced
105
Closed
87
Calls
$3.86M
Puts
$4.15M
Net Calls
-$284K
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$2.5K +$384 +9 +14%
MWA
327
Medallion Wealth Advisors
Connecticut
$2.46K
LFG
328
Larson Financial Group
Missouri
$2.09K -$1.28K -30 -33%
VWA
329
Valued Wealth Advisors
Utah
$1.92K
AUB
330
Atlantic Union Bankshares
Virginia
$1.82K +$2.31K +54 New
PTC
331
Private Trust Company
Ohio
$1.38K
CFM
332
Cornerstone Financial Management
Massachusetts
$1.35K +$1.71K +40 New
RCM
333
Richardson Capital Management
Wisconsin
$1.22K +$1.54K +36 New
NB
334
NBT Bank
New York
$1.01K +$1.28K +30 New
CPG
335
Cornerstone Planning Group
New Jersey
$795 +$1.02K +24 +1,200%
EP
336
Essential Partners
California
$709 +$896 +21 New
SVCP
337
Silicon Valley Capital Partners
California
$677 +$854 +20 New
PWA
338
Physician Wealth Advisors
Utah
$642 -$470 -11 -37%
IA
339
IFP Advisors
Florida
$641 -$6.23K -146 -88%
CH
340
Cromwell Holdings
Wyoming
$641 +$427 +10 +111%
RWM
341
RMG Wealth Management
Wisconsin
$626 +$854 +20 New
IPS
342
Investors Portfolio Services
Washington
$605 +$854 +20 New
TWD
343
True Wealth Design
Ohio
$574 +$726 +17 New
PWM
344
Proathlete Wealth Management
Florida
$506
SC
345
SouthState Corp
Florida
$473 -$213 -5 -26%
CFO
346
CVA Family Office
Colorado
$472 -$2.65K -62 -82%
QWM
347
Quaker Wealth Management
New Jersey
$405 +$213 +5 +71%
JWM
348
JPL Wealth Management
Colorado
$338 +$427 +10 New
Mirae Asset Global ETFs Holdings
349
Mirae Asset Global ETFs Holdings
Hong Kong
$270 -$10.5K -247 -97%
AF
350
Advisornet Financial
Minnesota
$270 -$171 -4 -33%