RYAN icon

Ryan Specialty Holdings
RYAN

Overview Fund Activity

369 hedge funds and large institutions have $6.97B invested in Ryan Specialty Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
–
Holders Change %
0%
% of All Funds
4.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
52
Increased
140
Reduced
128
Closed
51
Calls
$12.2M
Puts
$2.15M
Net Calls
+$10.1M
Net Calls Change
+$2.69M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
$214M
2
Artisan Partners
Artisan Partners
Wisconsin
$65M
3
Principal Financial Group
Principal Financial Group
Iowa
$247M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$37.3M
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$36.8M

Top Sellers

1
ZP
Zimmer Partners
New York
$85.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.5M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$231M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
351
Twin Peaks Wealth Advisors
California
$1.55K +$1.55K +26 New
BI
352
Binnacle Investments
Iowa
$1.43K +$1.43K +21 New
RF
353
Rossby Financial
Florida
$1.16K +$1.16K +17 New
WA
354
Whipplewood Advisors
Colorado
$748 +$748 +11 New
IA
355
IFP Advisors
Florida
$680 -$2.14K – –
SS
356
SBI Securities
Japan
$612 +$136 +2 +29%
NC
357
NewSquare Capital
Pennsylvania
$544 – – –
FFO
358
Fortitude Family Office
Arizona
$544 +$544 +8 New
HFS
359
Hughes Financial Services
Virginia
$459 – – –
PWA
360
Principia Wealth Advisory
Texas
$408 +$408 +6 New
DF
361
DecisionPoint Financial
Arizona
$406 +$406 +6 New
SC
362
SouthState Corp
Florida
$340 – – –
CH
363
Cromwell Holdings
Wyoming
$340 +$340 +5 New
QWM
364
Quaker Wealth Management
New Jersey
$272 +$272 +4 New
CPG
365
Cornerstone Planning Group
New Jersey
$231 -$116 -2 -33%
MCM
366
MV Capital Management
Maryland
$204 – – –
ACA
367
American Capital Advisory
Idaho
$204 +$204 +3 New
LFG
368
Larson Financial Group
Missouri
$136 -$4.15K -61 -97%
AF
369
Advisornet Financial
Minnesota
$68 -$2.24K -33 -97%
TFM
370
TFC Financial Management
Massachusetts
$68 – – –
Wellington Management Group
371
Wellington Management Group
Massachusetts
– -$32.8M -443,861 Closed
MFS
372
Mirabella Financial Services
United Kingdom
– -$31.4M -425,000 Closed
Millennium Management
373
Millennium Management
New York
– -$14.4M -194,561 Closed
Adage Capital Partners
374
Adage Capital Partners
Massachusetts
– -$13.3M -180,000 Closed
PCM
375
Prana Capital Management
Connecticut
– -$9.41M -127,364 Closed
13 14
15
16 17