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Ryan Specialty Holdings

372 hedge funds and large institutions have $5.72B invested in Ryan Specialty Holdings in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 121 increasing their positions, 124 reducing their positions, and 63 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 funds holding

Funds holding:

more ownership

Funds ownership:

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 124

2% less capital invested

Capital invested by funds: $5.86B → $5.72B (-$143M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
372
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
$10.8M
Puts
$475K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
351
Principia Wealth Advisory
Texas
$1.08K
SC
352
SouthState Corp
Florida
$981
PWM
353
Proathlete Wealth Management
Florida
$774
TFA
354
Transamerica Financial Advisors
Florida
$620
AF
355
Advisornet Financial
Minnesota
$620
IAIM
356
International Assets Investment Management
Florida
$568
FFO
357
Fortitude Family Office
Arizona
$516
RS
358
Rakuten Securities
Japan
$516
HI
359
Harbour Investments
Wisconsin
$516
JWA
360
JFS Wealth Advisors
Pennsylvania
$465
CH
361
Cromwell Holdings
Wyoming
$465
UFPG
362
United Financial Planning Group
New York
$413
ACA
363
American Capital Advisory
Idaho
$362
QWM
364
Quaker Wealth Management
New Jersey
$362
DF
365
DecisionPoint Financial
Arizona
$310
CFD
366
Creative Financial Designs
Indiana
$258
GFA
367
Godfrey Financial Associates
New York
$207
SAM
368
Smartleaf Asset Management
Massachusetts
$157
MCM
369
Manchester Capital Management
Vermont
$155
DF
370
Dunhill Financial
United Kingdom
$127
MCM
371
MV Capital Management
Maryland
$104
HFS
372
Hughes Financial Services
Virginia
$103
CPG
373
Cornerstone Planning Group
New Jersey
$95
Viking Global Investors
374
Viking Global Investors
Connecticut
Capital International Investors
375
Capital International Investors
California